USSH Institutional Ownership & Shareholders
WISDOMTREE 1-3 Y LAD TRY FD (USSH) is currently held by 8 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.16M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Berger Financial Group, Inc is currently the largest disclosed institutional shareholder of USSH tracked by InsiderSet, reporting ownership valued at approximately $2.92M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.91M, representing an estimated loss of -0.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed USSH value among the investors covered in this analysis. Major shareholders include Berger Financial Group, Inc, Clear Point Advisors Inc., Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in WISDOMTREE 1-3 Y LAD TRY FD (USSH).
This page ranks the largest institutional USSH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
8
Total Reported Value
$6.16M
Largest Holder
Berger Financial Group, Inc
Largest Position
$2.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
9
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Berger Financial Group, Inc | 0.15% | 58,198 | $2,923,298 | $2,907,595 | -$15,703 | -0.54% | |
| Clear Point Advisors Inc. | 0.94% | 27,770 | $1,378,838 | $1,387,400 | +$8,562 | +0.62% | |
| Citadel Advisors Llc | 0.00% | 11,997 | $602,609 | $599,375 | -$3,234 | -0.54% | |
| Jane Street Group, Llc | 0.00% | 8,056 | $404,653 | $402,481 | -$2,172 | -0.54% | |
| Team Financial Group, Llc | 0.12% | 6,133 | $304,518 | $306,407 | +$1,889 | +0.62% | |
| Essex Financial Services, Inc. | 0.01% | 5,903 | $296,508 | $294,916 | -$1,592 | -0.54% | |
| Lasalle St. Investment Advisors, Llc | 0.03% | 4,485 | $225,287 | $224,072 | -$1,215 | -0.54% | |
| Mcdonald Partners Llc | 0.01% | 410 | $20,594 | $20,484 | -$110 | -0.54% |
Frequently asked questions about USSH
Who are the largest institutional holders of USSH?
The largest institutional holders of USSH reported in the latest SEC Form 13F filings include Berger Financial Group, Inc, Clear Point Advisors Inc., Citadel Advisors Llc, Jane Street Group, Llc, and Team Financial Group, Llc. InsiderSet ranks institutional holders by their latest reported USSH position.
What is USSH institutional ownership?
This page tracks USSH positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE 1-3 Y LAD TRY FD (USSH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USSH?
InsiderSet currently tracks 8 institutional managers reporting USSH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of USSH shareholders.
How much USSH stock do institutions own?
Institutional investment managers disclosed approximately $6.16M in USSH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USSH institutional ownership last updated?
The latest USSH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional USSH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its USSH position after the reporting date.
Are institutions buying or selling USSH?
Institutional buying and selling can be analyzed by comparing USSH positions across consecutive 13F reporting periods. InsiderSet's USSH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USSH ownership changes.
How has USSH institutional ownership changed over time?
InsiderSet tracks USSH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.