Berger Financial Group’s WisdomTree 1-3 Year Laddered Treasury Fund USSH Stock Holding History

Berger Financial Group’s Portfolio USSH Stock Details USSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.92M	Buy	58,198 +5,468	+10%	+$276K	0.15%	115
2026 Q1	$2.66M	Buy	52,730 +9,519	+22%	+$483K	0.15%	119
2025 Q4	$2.2M	Buy	43,211 +13,639	+46%	+$694K	0.13%	137
2025 Q3	$1.5M	Buy	29,572 +9,408	+47%	+$477K	0.09%	171
2025 Q2	$1.02M	Buy	20,164 +4,528	+29%	+$229K	0.07%	192
2025 Q1	$791K	Buy	+15,636	New	+$788K	0.05%	207

Other funds holding USSH

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CPA

Clear Point Advisors Melville, New York $113M AUM 15% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

Berger Financial Group's USSH Position: Q2 2026 in Review

Berger Financial Group increased its WisdomTree 1-3 Year Laddered Treasury Fund (USSH) stake by 10% in Q2 2026, buying an estimated $276K and bringing the position to 58,198 shares worth $2.92M. The position accounts for 0.15% of the portfolio, ranked #115.

Berger Financial Group first reported a position in USSH in Q1 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold USSH as of Q2 2026.

Berger Financial Group held 58,198 shares of WisdomTree 1-3 Year Laddered Treasury Fund worth $2.92M as of Q2 2026.
Berger Financial Group bought 5,468 WisdomTree 1-3 Year Laddered Treasury Fund shares in Q2 2026, an estimated $276K.
WisdomTree 1-3 Year Laddered Treasury Fund made up 0.15% of Berger Financial Group's portfolio in Q2 2026, its #115 holding.
Berger Financial Group first reported a position in WisdomTree 1-3 Year Laddered Treasury Fund in Q1 2025 and has held it in 6 quarters since.
9 funds tracked by Wall St. Rank held WisdomTree 1-3 Year Laddered Treasury Fund as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.