WisdomTree 1-3 Year Laddered Treasury Fund
USSH
6 hedge funds and large institutions have $2.12M invested in WisdomTree 1-3 Year Laddered Treasury Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
101% more capital invested
Capital invested by funds: $1.05M → $2.12M (+$1.06M)
50% more funds holding
Funds holding: 4 → 6 (+2)
35.84% less ownership
Funds ownership: 105.45% → 69.61% (-36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Essex Financial Services
Essex,
Connecticut
|
+$737K |
| 2 |
Jane Street
New York
|
+$393K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$260K |
| 4 |
CPA
Clear Point Advisors
Melville,
New York
|
+$67.8K |
| 5 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$49.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$468K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $781K | +$393K | +7,773 | +102% |
|
|
EFS
2
Essex Financial Services
Essex,
Connecticut
| $737K | +$737K | +14,591 | New |
|
|
CPA
3
Clear Point Advisors
Melville,
New York
| $272K | +$67.8K | +1,342 | +33% |
|
|
4
Cetera Investment Advisers
Schaumburg,
Illinois
| $261K | +$260K | +5,150 | New |
|
|
GSEP
5
Golden State Equity Partners
South Coast Metro,
California
| $49.7K | +$49.5K | +980 | New |
|
6
UBS Group
Zurich,
Switzerland
| $14.7K | +$11.6K | +230 | +383% |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$468K | -9,388 | Closed |
|
USSH Hedge Fund Activity: Q3 2024 in Review
6 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in WisdomTree 1-3 Year Laddered Treasury Fund (USSH) for Q3 2024, worth a combined $2.12M — up 101% from $1.05M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new USSH positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Essex Financial Services, opening a new position worth an estimated $737K. The largest seller was Citadel Advisors, exiting entirely with an estimated $468K sold.
- 6 institutional investors held WisdomTree 1-3 Year Laddered Treasury Fund (USSH) as of Q3 2024, up from 4 in Q2 2024.
- Funds reported $2.12M of WisdomTree 1-3 Year Laddered Treasury Fund stock for Q3 2024, up 101% quarter-over-quarter.
- 3 funds opened new WisdomTree 1-3 Year Laddered Treasury Fund positions in Q3 2024 and 1 closed out, a net change of +2 holders.
- The largest WisdomTree 1-3 Year Laddered Treasury Fund buyer in Q3 2024 was Essex Financial Services, an estimated $737K added.
- The largest WisdomTree 1-3 Year Laddered Treasury Fund seller in Q3 2024 was Citadel Advisors, an estimated $468K sold.
Based on aggregated 13F filings for Q3 2024.