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

UBS 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
2025 Q2	–	Sell	-290	Closed	-$14.7K	–	10944
2025 Q1	$14.7K	Hold	290	–	–	﹤0.01%	8417
2024 Q4	$14.6K	Hold	290	–	–	﹤0.01%	8087
2024 Q3	$14.7K	Buy	290 +230	+383%	+$11.6K	﹤0.01%	7534
2024 Q2	$2.99K	Buy	+60	New	+$2.99K	﹤0.01%	8271

Other funds holding USSH

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CPA

Clear Point Advisors Melville, New York $113M AUM 15.01% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

TFG

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

UBS Group's USSH Position: Q2 2025 in Review

UBS Group sold out of WisdomTree 1-3 Year Laddered Treasury Fund (USSH) in Q2 2025, closing a stake of 290 shares — an estimated $14.7K sold.

UBS Group first reported a position in USSH in Q2 2024 and held it in 4 quarters. The position peaked at $14.7K in Q3 2024. 6 funds tracked by Wall St. Rank hold USSH as of Q2 2025.

UBS Group reported no remaining WisdomTree 1-3 Year Laddered Treasury Fund position as of Q2 2025 after selling out during the quarter.
UBS Group sold 290 WisdomTree 1-3 Year Laddered Treasury Fund shares in Q2 2025, an estimated $14.7K.
UBS Group first reported a position in WisdomTree 1-3 Year Laddered Treasury Fund in Q2 2024 and held it in 4 quarters.
UBS Group's WisdomTree 1-3 Year Laddered Treasury Fund position peaked at $14.7K in Q3 2024.
6 funds tracked by Wall St. Rank held WisdomTree 1-3 Year Laddered Treasury Fund as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.