WisdomTree 1-3 Year Laddered Treasury Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 271.57 K | $13.72 M | 7.31% | 59.01% |
| BERGER FINANCIAL GROUP, INC | 04/28/2026 | 52.73 K | $2.66 M | 22.03% | 11.46% |
| CITADEL ADVISORS LLC | 05/15/2026 | 20.29 K | $1.03 M | 67.97% | 4.41% |
| JANE STREET GROUP, LLC | 05/12/2026 | 9.42 K | $475.85 K | 32.03% | 2.05% |
| TEAM FINANCIAL GROUP, LLC | 05/04/2026 | 6.06 K | $306.14 K | 0.58% | 1.32% |
| ESSEX FINANCIAL SERVICES, INC. | 04/24/2026 | 5.90 K | $298.25 K | 0.00% | 1.28% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 05/08/2026 | 4.46 K | $225.20 K | 0.61% | 0.97% |
| CLEAR POINT ADVISORS INC. | 04/29/2026 | 0 | $0 | -100.00% | 0.00% |
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WisdomTree 1-3 Year Laddered Treasury Fund institutional Ownership - FAQ's
During the previous two years, 8 institutional investors and hedge funds held shares of WisdomTree 1-3 Year Laddered Treasury Fund. The most heavily invested institutionals were:
HighTower Advisors, LLC: 271,569
Berger Financial Group, Inc: 52,730
CITADEL ADVISORS LLC: 20,289
JANE STREET GROUP, LLC: 9,418
Team Financial Group, LLC: 6,059
Essex Financial Services, Inc.: 5,903
80.49% of WisdomTree 1-3 Year Laddered Treasury Fund stock is owned by institutional investors.
Institutional investors have bought a total of 370.43 K shares in the last 24 months. This purchase volume represents approximately $18.81 M in transactions.