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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.32M Buy
+26,251
New +$1.32M 1.17% 24
2026
Q1
Sell
-23,990
Closed -$1.22M 143
2025
Q4
$1.22M Buy
23,990
+6,556
+38% +$334K 0.95% 26
2025
Q3
$992K Buy
17,434
+11,392
+189% +$578K 0.77% 35
2025
Q2
$306K Buy
6,042
+390
+7% +$19.7K 0.26% 93
2025
Q1
$286K Sell
5,652
-547
-9% -$27.6K 0.26% 89
2024
Q4
$311K Buy
6,199
+835
+16% +$42K 0.27% 88
2024
Q3
$272K Buy
5,364
+1,342
+33% +$67.8K 0.21% 94
2024
Q2
$201K Buy
+4,022
New +$201K 0.16% 104
2024
Q1
Hold
0
383

Other funds holding USSH

Clear Point Advisors's USSH Position: Q2 2026 in Review

Clear Point Advisors opened a new position in WisdomTree 1-3 Year Laddered Treasury Fund (USSH) in Q2 2026: 26,251 shares worth $1.32M. The stake represents 1.17% of the portfolio and ranks #24 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in USSH as recently as Q4 2025.

Clear Point Advisors first reported a position in USSH in Q2 2024 and has held it in 8 quarters since. 3 funds tracked by Wall St. Rank hold USSH as of Q2 2026.

  • Clear Point Advisors held 26,251 shares of WisdomTree 1-3 Year Laddered Treasury Fund worth $1.32M as of Q2 2026.
  • WisdomTree 1-3 Year Laddered Treasury Fund was a new Clear Point Advisors position in Q2 2026.
  • WisdomTree 1-3 Year Laddered Treasury Fund made up 1.17% of Clear Point Advisors's portfolio in Q2 2026, its #24 holding.
  • Clear Point Advisors first reported a position in WisdomTree 1-3 Year Laddered Treasury Fund in Q2 2024 and has held it in 8 quarters since.
  • 3 funds tracked by Wall St. Rank held WisdomTree 1-3 Year Laddered Treasury Fund as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.