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 | 08/05/2026 | 278.83 K | $14.01 M | 2.67% | 61.85% |
| BERGER FINANCIAL GROUP, INC | 08/04/2026 | 58.20 K | $2.92 M | 10.37% | 12.91% |
| CLEAR POINT ADVISORS INC. | 07/29/2026 | 26.25 K | $1.32 M | 100.00% | 5.82% |
| CITADEL ADVISORS LLC | 09/02/2026 | 12.00 K | $602.61 K | -40.87% | 2.66% |
| JANE STREET GROUP, LLC | 08/14/2026 | 8.06 K | $404.65 K | -14.46% | 1.79% |
| TEAM FINANCIAL GROUP, LLC | 07/13/2026 | 6.10 K | $306.18 K | 0.59% | 1.35% |
| ESSEX FINANCIAL SERVICES, INC. | 08/10/2026 | 5.90 K | $296.51 K | 0.00% | 1.31% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 08/11/2026 | 4.49 K | $225.29 K | 0.63% | 0.99% |
| MCDONALD PARTNERS LLC | 07/28/2026 | 410 | $20.59 K | 100.00% | 0.09% |
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WisdomTree 1-3 Year Laddered Treasury Fund institutional Ownership - FAQ's
During the previous two years, 9 institutional investors and hedge funds held shares of WisdomTree 1-3 Year Laddered Treasury Fund. The most heavily invested institutionals were:
HighTower Advisors, LLC: 278,830
Berger Financial Group, Inc: 58,198
Clear Point Advisors Inc.: 26,251
CITADEL ADVISORS LLC: 11,997
JANE STREET GROUP, LLC: 8,056
Team Financial Group, LLC: 6,095
88.78% of WisdomTree 1-3 Year Laddered Treasury Fund stock is owned by institutional investors.
Institutional investors have bought a total of 400.23 K shares in the last 24 months. This purchase volume represents approximately $20.33 M in transactions.