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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
20,164
+4,528
+29% +$229K 0.07% 190
2025
Q1
$791K Buy
+15,636
New +$791K 0.05% 206