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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$299K	Sell	5,903 -60	-1%	-$3.04K	0.02%	549
2025 Q1	$302K	Sell	5,963 -2,288	-28%	-$116K	0.02%	493
2024 Q4	$414K	Sell	8,251 -6,340	-43%	-$318K	0.03%	418
2024 Q3	$737K	Buy	+14,591	New	+$737K	0.05%	302