UBS Group’s WisdomTree 7-10 Year Laddered Treasury Fund USIN Stock Holding History

UBS 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 Q3	$29.9K	Sell	638 -39	-6%	-$1.9K	﹤0.01%	8123
2026 Q2	$33.6K	Buy	+677	New	+$33.7K	﹤0.01%	7810
2025 Q4	–	Sell	-12	Closed	-$608	–	11298
2025 Q3	$608	Buy	+12	New	+$604	﹤0.01%	9604
2025 Q2	–	Sell	-300	Closed	-$15K	–	10943
2025 Q1	$15K	Hold	300	–	–	﹤0.01%	8401
2024 Q4	$14.6K	Buy	+300	New	+$14.9K	﹤0.01%	8083

Other funds holding USIN

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group's USIN Position: Q3 2026 in Review

UBS Group reduced its WisdomTree 7-10 Year Laddered Treasury Fund (USIN) stake by 5.8% in Q3 2026, selling an estimated $1.9K and leaving 638 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #8123.

UBS Group first reported a position in USIN in Q4 2024 and has held it in 5 quarters since. The position peaked at $33.6K in Q2 2026. 3 funds tracked by Wall St. Rank hold USIN as of Q3 2026.

UBS Group held 638 shares of WisdomTree 7-10 Year Laddered Treasury Fund worth $29.9K as of Q3 2026.
UBS Group sold 39 WisdomTree 7-10 Year Laddered Treasury Fund shares in Q3 2026, an estimated $1.9K.
WisdomTree 7-10 Year Laddered Treasury Fund made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8123 holding.
UBS Group first reported a position in WisdomTree 7-10 Year Laddered Treasury Fund in Q4 2024 and has held it in 5 quarters since.
UBS Group's WisdomTree 7-10 Year Laddered Treasury Fund position peaked at $33.6K in Q2 2026.
3 funds tracked by Wall St. Rank held WisdomTree 7-10 Year Laddered Treasury Fund as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.