HighTower Advisors’s WisdomTree 1-3 Year Laddered Treasury Fund USSH Stock Holding History

HighTower Advisors’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	$14M	Buy	278,830 +7,261	+3%	+$366K	0.01%	789
2026 Q1	$13.7M	Buy	271,569 +18,492	+7%	+$939K	0.01%	749
2025 Q4	$12.9M	Buy	253,077 +14,570	+6%	+$741K	0.01%	770
2025 Q3	$12.1M	Buy	238,507 +133,090	+126%	+$6.75M	0.01%	770
2025 Q2	$5.34M	Buy	105,417 +38,925	+59%	+$1.97M	0.01%	1065
2025 Q1	$3.36M	Buy	+66,492	New	+$3.35M	﹤0.01%	1239

Other funds holding USSH

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

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 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

HighTower Advisors's USSH Position: Q2 2026 in Review

HighTower Advisors increased its WisdomTree 1-3 Year Laddered Treasury Fund (USSH) stake by 2.7% in Q2 2026, buying an estimated $366K and bringing the position to 278,830 shares worth $14M. The position accounts for 0.01% of the portfolio, ranked #789.

HighTower Advisors first reported a position in USSH in Q1 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold USSH as of Q2 2026.

HighTower Advisors held 278,830 shares of WisdomTree 1-3 Year Laddered Treasury Fund worth $14M as of Q2 2026.
HighTower Advisors bought 7,261 WisdomTree 1-3 Year Laddered Treasury Fund shares in Q2 2026, an estimated $366K.
WisdomTree 1-3 Year Laddered Treasury Fund made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #789 holding.
HighTower Advisors first reported a position in WisdomTree 1-3 Year Laddered Treasury Fund in Q1 2025 and has held it in 6 quarters since.
9 funds tracked by Wall St. Rank held WisdomTree 1-3 Year Laddered Treasury Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.