WisdomTree 7-10 Year Laddered Treasury Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 16.10 K | $806.81 K | 100.00% | 27.21% |
| CITADEL ADVISORS LLC | 05/15/2026 | 9.97 K | $499.38 K | 100.00% | 16.84% |
| JANE STREET GROUP, LLC | 05/12/2026 | 9.47 K | $474.44 K | 24.16% | 16.00% |
| 05/07/2026 | 4.54 K | $227.45 K | 100.00% | 7.67% | |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 05/13/2026 | 1.88 K | $93.94 K | -37.50% | 3.17% |
| TEAM FINANCIAL GROUP, LLC | 05/04/2026 | 1.57 K | $78.88 K | 0.90% | 2.66% |
| FMR LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree 7-10 Year Laddered Treasury Fund institutional Ownership - FAQ's
During the previous two years, 6 institutional investors and hedge funds held shares of WisdomTree 7-10 Year Laddered Treasury Fund. The most heavily invested institutionals were:
Kestra Advisory Services, LLC: 16,104
CITADEL ADVISORS LLC: 9,968
JANE STREET GROUP, LLC: 9,470
Prestige Wealth Management Group LLC: 1,875
Team Financial Group, LLC: 1,574
FMR LLC: 0
73.56% of WisdomTree 7-10 Year Laddered Treasury Fund stock is owned by institutional investors.
Institutional investors have bought a total of 38.99 K shares in the last 24 months. This purchase volume represents approximately $1.99 M in transactions.