Coldstream Capital Management
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Coldstream Capital Management’s WisdomTree 7-10 Year Laddered Treasury Fund USIN Stock Holding History

Coldstream Capital Management’s Portfolio USIN Stock Details USIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.75M Buy
+37,326
New +$1.82M 0.02% 343

Coldstream Capital Management's USIN Position: Q3 2026 in Review

Coldstream Capital Management opened a new position in WisdomTree 7-10 Year Laddered Treasury Fund (USIN) in Q3 2026: 37,326 shares worth $1.75M. The stake represents 0.02% of the portfolio and ranks #343 among its holdings.

1 fund tracked by Wall St. Rank holds USIN as of Q3 2026.

  • Coldstream Capital Management held 37,326 shares of WisdomTree 7-10 Year Laddered Treasury Fund worth $1.75M as of Q3 2026.
  • WisdomTree 7-10 Year Laddered Treasury Fund was a new Coldstream Capital Management position in Q3 2026.
  • WisdomTree 7-10 Year Laddered Treasury Fund made up 0.02% of Coldstream Capital Management's portfolio in Q3 2026, its #343 holding.
  • 1 fund tracked by Wall St. Rank held WisdomTree 7-10 Year Laddered Treasury Fund as of Q3 2026.

Based on Coldstream Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.