Clear Point Advisors’s WisdomTree 1-3 Year Laddered Treasury Fund USSH Stock Holding History

Clear Point Advisors's USSH Position: Q3 2026 in Review

Clear Point Advisors increased its WisdomTree 1-3 Year Laddered Treasury Fund (USSH) stake by 5.8% in Q3 2026, buying an estimated $76.1K and bringing the position to 27,770 shares worth $1.38M. The position accounts for 0.94% of the portfolio, ranked #25.

Clear Point Advisors first reported a position in USSH in Q2 2024 and has held it in 9 quarters since. 3 funds tracked by Wall St. Rank hold USSH as of Q3 2026.

• Clear Point Advisors held 27,770 shares of WisdomTree 1-3 Year Laddered Treasury Fund worth $1.38M as of Q3 2026.
• Clear Point Advisors bought 1,519 WisdomTree 1-3 Year Laddered Treasury Fund shares in Q3 2026, an estimated $76.1K.
• WisdomTree 1-3 Year Laddered Treasury Fund made up 0.94% of Clear Point Advisors's portfolio in Q3 2026, its #25 holding.
• Clear Point Advisors first reported a position in WisdomTree 1-3 Year Laddered Treasury Fund in Q2 2024 and has held it in 9 quarters since.
• 3 funds tracked by Wall St. Rank held WisdomTree 1-3 Year Laddered Treasury Fund as of Q3 2026.

Based on Clear Point Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.