Prestige Wealth Management Group’s WisdomTree 7-10 Year Laddered Treasury Fund USIN Stock Holding History

Prestige Wealth Management Group’s Portfolio USIN Stock Details USIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,875	Closed	-$93.9K	–	1148
2026 Q1	$93.9K	Sell	1,875 -1,125	-38%	-$56.9K	0.02%	205
2025 Q4	$152K	Hold	3,000	–	–	0.03%	179
2025 Q3	$152K	Hold	3,000	–	–	0.03%	191
2025 Q2	$151K	Hold	3,000	–	–	0.03%	182
2025 Q1	$150K	Hold	3,000	–	–	0.03%	172
2024 Q4	$146K	Sell	3,000 -650	-18%	-$32.4K	0.03%	173
2024 Q3	$188K	Buy	+3,650	New	+$186K	0.04%	155

Other funds holding USIN

Alchemi Wealth Essex, Connecticut $213M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prestige Wealth Management Group's USIN Position: Q2 2026 in Review

Prestige Wealth Management Group sold out of WisdomTree 7-10 Year Laddered Treasury Fund (USIN) in Q2 2026, closing a stake of 1,875 shares — an estimated $93.9K sold.

Prestige Wealth Management Group first reported a position in USIN in Q3 2024 and held it in 7 quarters. The position peaked at $188K in Q3 2024. 2 funds tracked by Wall St. Rank hold USIN as of Q2 2026.

Prestige Wealth Management Group reported no remaining WisdomTree 7-10 Year Laddered Treasury Fund position as of Q2 2026 after selling out during the quarter.
Prestige Wealth Management Group sold 1,875 WisdomTree 7-10 Year Laddered Treasury Fund shares in Q2 2026, an estimated $93.9K.
Prestige Wealth Management Group first reported a position in WisdomTree 7-10 Year Laddered Treasury Fund in Q3 2024 and held it in 7 quarters.
Prestige Wealth Management Group's WisdomTree 7-10 Year Laddered Treasury Fund position peaked at $188K in Q3 2024.
2 funds tracked by Wall St. Rank held WisdomTree 7-10 Year Laddered Treasury Fund as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.