McDonald Partners’s WisdomTree 1-3 Year Laddered Treasury Fund USSH Stock Holding History

McDonald Partners’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 Q3	$14.9K	Sell	301 -109	-27%	-$5.46K	﹤0.01%	430
2026 Q2	$20.6K	Buy	+410	New	+$20.7K	0.01%	409

Other funds holding USSH

Clear Point Advisors Melville, New York $146M AUM 10.14% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

McDonald Partners's USSH Position: Q3 2026 in Review

McDonald Partners reduced its WisdomTree 1-3 Year Laddered Treasury Fund (USSH) stake by 27% in Q3 2026, selling an estimated $5.46K and leaving 301 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

McDonald Partners first reported a position in USSH in Q2 2026 and has held it in 2 quarters since. The position peaked at $20.6K in Q2 2026. 3 funds tracked by Wall St. Rank hold USSH as of Q3 2026.

McDonald Partners held 301 shares of WisdomTree 1-3 Year Laddered Treasury Fund worth $14.9K as of Q3 2026.
McDonald Partners sold 109 WisdomTree 1-3 Year Laddered Treasury Fund shares in Q3 2026, an estimated $5.46K.
WisdomTree 1-3 Year Laddered Treasury Fund made up ﹤0.01% of McDonald Partners's portfolio in Q3 2026, its #430 holding.
McDonald Partners first reported a position in WisdomTree 1-3 Year Laddered Treasury Fund in Q2 2026 and has held it in 2 quarters since.
McDonald Partners's WisdomTree 1-3 Year Laddered Treasury Fund position peaked at $20.6K in Q2 2026.
3 funds tracked by Wall St. Rank held WisdomTree 1-3 Year Laddered Treasury Fund as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.