Alchemi Wealth’s WisdomTree 7-10 Year Laddered Treasury Fund USIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$309K Buy
6,227
+1,687
+37% +$84K 0.14% 128
2026
Q1
$227K Buy
+4,540
New +$230K 0.13% 143

Other funds holding USIN

Alchemi Wealth's USIN Position: Q2 2026 in Review

Alchemi Wealth increased its WisdomTree 7-10 Year Laddered Treasury Fund (USIN) stake by 37% in Q2 2026, buying an estimated $84K and bringing the position to 6,227 shares worth $309K. The position accounts for 0.14% of the portfolio, ranked #128.

Alchemi Wealth first reported a position in USIN in Q1 2026 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold USIN as of Q2 2026.

  • Alchemi Wealth held 6,227 shares of WisdomTree 7-10 Year Laddered Treasury Fund worth $309K as of Q2 2026.
  • Alchemi Wealth bought 1,687 WisdomTree 7-10 Year Laddered Treasury Fund shares in Q2 2026, an estimated $84K.
  • WisdomTree 7-10 Year Laddered Treasury Fund made up 0.14% of Alchemi Wealth's portfolio in Q2 2026, its #128 holding.
  • Alchemi Wealth first reported a position in WisdomTree 7-10 Year Laddered Treasury Fund in Q1 2026 and has held it in 2 quarters since.
  • 4 funds tracked by Wall St. Rank held WisdomTree 7-10 Year Laddered Treasury Fund as of Q2 2026.

Based on Alchemi Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.