LaSalle St. Investment Advisors’s WisdomTree 1-3 Year Laddered Treasury Fund USSH Stock Holding History

LaSalle St. Investment 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	$225K	Buy	4,485 +28	+0.6%	+$1.41K	0.03%	397
2026 Q1	$225K	Buy	4,457 +27	+0.6%	+$1.37K	0.03%	372
2025 Q4	$225K	Buy	+4,430	New	+$225K	0.04%	334

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

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

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

LaSalle St. Investment Advisors's USSH Position: Q2 2026 in Review

LaSalle St. Investment Advisors increased its WisdomTree 1-3 Year Laddered Treasury Fund (USSH) stake by 0.63% in Q2 2026, buying an estimated $1.41K and bringing the position to 4,485 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #397.

LaSalle St. Investment Advisors first reported a position in USSH in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold USSH as of Q2 2026.

LaSalle St. Investment Advisors held 4,485 shares of WisdomTree 1-3 Year Laddered Treasury Fund worth $225K as of Q2 2026.
LaSalle St. Investment Advisors bought 28 WisdomTree 1-3 Year Laddered Treasury Fund shares in Q2 2026, an estimated $1.41K.
WisdomTree 1-3 Year Laddered Treasury Fund made up 0.03% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #397 holding.
LaSalle St. Investment Advisors first reported a position in WisdomTree 1-3 Year Laddered Treasury Fund in Q4 2025 and has held it in 3 quarters since.
9 funds tracked by Wall St. Rank held WisdomTree 1-3 Year Laddered Treasury Fund as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.