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 Q3	$2.87M	Sell	57,709 -489	-0.8%	-$24.5K	0.14%	119
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 $106B AUM 21.33% 1-Year Est. Return

Clear Point Advisors Melville, New York $146M AUM 10.14% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $423M AUM 27.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Berger Financial Group's USSH Position: Q3 2026 in Review

Berger Financial Group reduced its WisdomTree 1-3 Year Laddered Treasury Fund (USSH) stake by 0.84% in Q3 2026, selling an estimated $24.5K and leaving 57,709 shares worth $2.87M. The position accounts for 0.14% of the portfolio, ranked #119.

Berger Financial Group first reported a position in USSH in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.92M in Q2 2026. 6 funds tracked by Wall St. Rank hold USSH as of Q3 2026.

Berger Financial Group held 57,709 shares of WisdomTree 1-3 Year Laddered Treasury Fund worth $2.87M as of Q3 2026.
Berger Financial Group sold 489 WisdomTree 1-3 Year Laddered Treasury Fund shares in Q3 2026, an estimated $24.5K.
WisdomTree 1-3 Year Laddered Treasury Fund made up 0.14% of Berger Financial Group's portfolio in Q3 2026, its #119 holding.
Berger Financial Group first reported a position in WisdomTree 1-3 Year Laddered Treasury Fund in Q1 2025 and has held it in 7 quarters since.
Berger Financial Group's WisdomTree 1-3 Year Laddered Treasury Fund position peaked at $2.92M in Q2 2026.
6 funds tracked by Wall St. Rank held WisdomTree 1-3 Year Laddered Treasury Fund as of Q3 2026.

Based on Berger Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.