Team Financial Group’s WisdomTree 1-3 Year Laddered Treasury Fund USSH Stock Holding History

Team Financial Group’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	$305K	Buy	6,133 +38	+0.6%	+$1.9K	0.12%	40
2026 Q2	$306K	Buy	6,095 +36	+0.6%	+$1.82K	0.13%	43
2026 Q1	$306K	Buy	6,059 +35	+0.6%	+$1.78K	0.14%	37
2025 Q4	$306K	Buy	6,024 +39	+0.7%	+$1.98K	0.14%	35
2025 Q3	$304K	Buy	5,985 +2,981	+99%	+$151K	0.14%	35
2025 Q2	$152K	Buy	+3,004	New	+$152K	0.07%	45

Other funds holding USSH

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

McDonald Partners Cleveland, Ohio $423M AUM 27.93% 1-Year Est. Return

Team Financial Group's USSH Position: Q3 2026 in Review

Team Financial Group increased its WisdomTree 1-3 Year Laddered Treasury Fund (USSH) stake by 0.62% in Q3 2026, buying an estimated $1.9K and bringing the position to 6,133 shares worth $305K. The position accounts for 0.12% of the portfolio, ranked #40.

Team Financial Group first reported a position in USSH in Q2 2025 and has held it in 6 quarters since. The position peaked at $306K in Q4 2025. 3 funds tracked by Wall St. Rank hold USSH as of Q3 2026.

Team Financial Group held 6,133 shares of WisdomTree 1-3 Year Laddered Treasury Fund worth $305K as of Q3 2026.
Team Financial Group bought 38 WisdomTree 1-3 Year Laddered Treasury Fund shares in Q3 2026, an estimated $1.9K.
WisdomTree 1-3 Year Laddered Treasury Fund made up 0.12% of Team Financial Group's portfolio in Q3 2026, its #40 holding.
Team Financial Group first reported a position in WisdomTree 1-3 Year Laddered Treasury Fund in Q2 2025 and has held it in 6 quarters since.
Team Financial Group's WisdomTree 1-3 Year Laddered Treasury Fund position peaked at $306K in Q4 2025.
3 funds tracked by Wall St. Rank held WisdomTree 1-3 Year Laddered Treasury Fund as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.