Essex Financial Services’s WisdomTree 7-10 Year Laddered Treasury Fund USIN Stock Holding History

Essex Financial Services’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
2024 Q4	–	Sell	-6,215	Closed	-$312K	–	664
2024 Q3	$312K	Buy	+6,215	New	+$317K	0.02%	486

Other funds holding USIN

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

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

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Essex Financial Services's USIN Position: Q4 2024 in Review

Essex Financial Services sold out of WisdomTree 7-10 Year Laddered Treasury Fund (USIN) in Q4 2024, closing a stake of 6,215 shares — an estimated $312K sold.

Essex Financial Services first reported a position in USIN in Q3 2024 and held it in 1 quarter. The position peaked at $312K in Q3 2024. 5 funds tracked by Wall St. Rank hold USIN as of Q4 2024.

Essex Financial Services reported no remaining WisdomTree 7-10 Year Laddered Treasury Fund position as of Q4 2024 after selling out during the quarter.
Essex Financial Services sold 6,215 WisdomTree 7-10 Year Laddered Treasury Fund shares in Q4 2024, an estimated $312K.
Essex Financial Services first reported a position in WisdomTree 7-10 Year Laddered Treasury Fund in Q3 2024 and held it in 1 quarter.
Essex Financial Services's WisdomTree 7-10 Year Laddered Treasury Fund position peaked at $312K in Q3 2024.
5 funds tracked by Wall St. Rank held WisdomTree 7-10 Year Laddered Treasury Fund as of Q4 2024.

Based on Essex Financial Services's 13F filing for Q4 2024, filed 29 Jan 2025.