WisdomTree 7-10 Year Laddered Treasury Fund
USIN
4 hedge funds and large institutions have $2.29M invested in WisdomTree 7-10 Year Laddered Treasury Fund in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more funds holding
Funds holding: 3 → 4 (+1)
7% less capital invested
Capital invested by funds: $2.45M → $2.29M (-$162K)
27.17% less ownership
Funds ownership: 82.85% → 55.68% (-27%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Essex Financial Services
Essex,
Connecticut
|
+$317K |
| 2 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
+$186K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$510K |
| 2 |
Jane Street
New York
|
-$239K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.79M | -$239K | -4,696 | -12% |
|
|
EFS
2
Essex Financial Services
Essex,
Connecticut
| $312K | +$317K | +6,215 | New |
|
|
PWMG
3
Prestige Wealth Management Group
Flemington,
New Jersey
| $188K | +$186K | +3,650 | New |
|
4
Fidelity Investments
Boston,
Massachusetts
| $52 | – | – | – |
|
|
5
Citadel Advisors
Miami,
Florida
| – | -$510K | -10,335 | Closed |
|
USIN Hedge Fund Activity: Q3 2024 in Review
4 of the 6,970 institutional investors tracked by Wall St. Rank reported a position in WisdomTree 7-10 Year Laddered Treasury Fund (USIN) for Q3 2024, worth a combined $2.29M — down 6.6% from $2.45M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new USIN positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Essex Financial Services, opening a new position worth an estimated $317K. The largest seller was Citadel Advisors, exiting entirely with an estimated $510K sold.
- 4 institutional investors held WisdomTree 7-10 Year Laddered Treasury Fund (USIN) as of Q3 2024, up from 3 in Q2 2024.
- Funds reported $2.29M of WisdomTree 7-10 Year Laddered Treasury Fund stock for Q3 2024, down 6.6% quarter-over-quarter.
- 2 funds opened new WisdomTree 7-10 Year Laddered Treasury Fund positions in Q3 2024 and 1 closed out, a net change of +1 holder.
- The largest WisdomTree 7-10 Year Laddered Treasury Fund buyer in Q3 2024 was Essex Financial Services, an estimated $317K added.
- The largest WisdomTree 7-10 Year Laddered Treasury Fund seller in Q3 2024 was Citadel Advisors, an estimated $510K sold.
Based on aggregated 13F filings for Q3 2024.