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 Q2	$20.6K	Buy	+410	New	+$20.7K	0.01%	409

Other funds holding USSH

TFG

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

McDonald Partners's USSH Position: Q2 2026 in Review

McDonald Partners opened a new position in WisdomTree 1-3 Year Laddered Treasury Fund (USSH) in Q2 2026: 410 shares worth $20.6K. The stake represents 0.01% of the portfolio and ranks #409 among its holdings.

2 funds tracked by Wall St. Rank hold USSH as of Q2 2026.

McDonald Partners held 410 shares of WisdomTree 1-3 Year Laddered Treasury Fund worth $20.6K as of Q2 2026.
WisdomTree 1-3 Year Laddered Treasury Fund was a new McDonald Partners position in Q2 2026.
WisdomTree 1-3 Year Laddered Treasury Fund made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #409 holding.
2 funds tracked by Wall St. Rank held WisdomTree 1-3 Year Laddered Treasury Fund as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.