Essex Financial Services’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
2025
Q3
$300K Hold
2025
Q2
$299K Sell
2025
Q1
$302K Sell
2024
Q4
$414K Sell
2024
Q3
$737K Buy