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 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 $1.79B AUM 15.72% 1-Year Est. Return

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

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

TFG

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

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return

HighTower Advisors's USSH Position: Q1 2026 in Review

HighTower Advisors increased its WisdomTree 1-3 Year Laddered Treasury Fund (USSH) stake by 7.3% in Q1 2026, buying an estimated $939K and bringing the position to 271,569 shares worth $13.7M. The position accounts for 0.01% of the portfolio, ranked #749.

HighTower Advisors first reported a position in USSH in Q1 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold USSH as of Q1 2026.

HighTower Advisors held 271,569 shares of WisdomTree 1-3 Year Laddered Treasury Fund worth $13.7M as of Q1 2026.
HighTower Advisors bought 18,492 WisdomTree 1-3 Year Laddered Treasury Fund shares in Q1 2026, an estimated $939K.
WisdomTree 1-3 Year Laddered Treasury Fund made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #749 holding.
HighTower Advisors first reported a position in WisdomTree 1-3 Year Laddered Treasury Fund in Q1 2025 and has held it in 5 quarters since.
7 funds tracked by Wall St. Rank held WisdomTree 1-3 Year Laddered Treasury Fund as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.