Essex Financial Services’s WisdomTree 1-3 Year Laddered Treasury Fund USSH Stock Holding History

Essex Financial Services’s Portfolio USSH Stock Details USSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$297K	Hold	5,903	–	–	0.01%	655
2026 Q1	$298K	Hold	5,903	–	–	0.02%	617
2025 Q4	$300K	Hold	5,903	–	–	0.02%	604
2025 Q3	$300K	Hold	5,903	–	–	0.02%	577
2025 Q2	$299K	Sell	5,903 -60	-1%	-$3.04K	0.02%	549
2025 Q1	$302K	Sell	5,963 -2,288	-28%	-$115K	0.02%	493
2024 Q4	$414K	Sell	8,251 -6,340	-43%	-$319K	0.03%	418
2024 Q3	$737K	Buy	+14,591	New	+$737K	0.05%	302

Other funds holding USSH

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

CPA

Clear Point Advisors Melville, New York $113M AUM 15% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

Essex Financial Services's USSH Position: Q2 2026 in Review

Essex Financial Services held its WisdomTree 1-3 Year Laddered Treasury Fund (USSH) position steady in Q2 2026 at 5,903 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #655.

Essex Financial Services first reported a position in USSH in Q3 2024 and has held it in 8 quarters since. The position peaked at $737K in Q3 2024. 9 funds tracked by Wall St. Rank hold USSH as of Q2 2026.

Essex Financial Services held 5,903 shares of WisdomTree 1-3 Year Laddered Treasury Fund worth $297K as of Q2 2026.
Essex Financial Services left its WisdomTree 1-3 Year Laddered Treasury Fund share count unchanged in Q2 2026.
WisdomTree 1-3 Year Laddered Treasury Fund made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #655 holding.
Essex Financial Services first reported a position in WisdomTree 1-3 Year Laddered Treasury Fund in Q3 2024 and has held it in 8 quarters since.
Essex Financial Services's WisdomTree 1-3 Year Laddered Treasury Fund position peaked at $737K in Q3 2024.
9 funds tracked by Wall St. Rank held WisdomTree 1-3 Year Laddered Treasury Fund as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.