WisdomTree 7-10 Year Laddered Treasury Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 09/02/2026 | 18.01 K | $893.28 K | 80.66% | 30.43% |
| JANE STREET GROUP, LLC | 08/14/2026 | 7.54 K | $373.87 K | -20.41% | 12.74% |
| ALCHEMI WEALTH, LLC | 07/29/2026 | 6.23 K | $308.92 K | 37.16% | 10.52% |
| UBS GROUP AG | 08/13/2026 | 677 | $33.58 K | 100.00% | 1.14% |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 0 | $0 | -100.00% | 0.00% |
| TEAM FINANCIAL GROUP, LLC | 07/13/2026 | 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, 7 institutional investors and hedge funds held shares of WisdomTree 7-10 Year Laddered Treasury Fund. The most heavily invested institutionals were:
CITADEL ADVISORS LLC: 18,008
JANE STREET GROUP, LLC: 7,537
Alchemi Wealth, LLC: 6,227
UBS Group AG: 677
Team Financial Group, LLC: 0
Kestra Advisory Services, LLC: 0
54.83% of WisdomTree 7-10 Year Laddered Treasury Fund stock is owned by institutional investors.
Institutional investors have bought a total of 32.45 K shares in the last 24 months. This purchase volume represents approximately $1.65 M in transactions.