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 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 $94.2B AUM 21.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TFG

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

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return

Berger Financial Group's USSH Position: Q1 2026 in Review

Berger Financial Group increased its WisdomTree 1-3 Year Laddered Treasury Fund (USSH) stake by 22% in Q1 2026, buying an estimated $483K and bringing the position to 52,730 shares worth $2.66M. The position accounts for 0.15% of the portfolio, ranked #119.

Berger Financial Group first reported a position in USSH in Q1 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold USSH as of Q1 2026.

Berger Financial Group held 52,730 shares of WisdomTree 1-3 Year Laddered Treasury Fund worth $2.66M as of Q1 2026.
Berger Financial Group bought 9,519 WisdomTree 1-3 Year Laddered Treasury Fund shares in Q1 2026, an estimated $483K.
WisdomTree 1-3 Year Laddered Treasury Fund made up 0.15% of Berger Financial Group's portfolio in Q1 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 5 quarters since.
7 funds tracked by Wall St. Rank held WisdomTree 1-3 Year Laddered Treasury Fund as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.