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 | 02/06/2026 | 253.08 K | $12.86 M | 6.11% | 60.25% |
| BERGER FINANCIAL GROUP, INC | 01/27/2026 | 43.21 K | $2.20 M | 46.12% | 10.27% |
| CLEAR POINT ADVISORS INC. | 02/10/2026 | 23.99 K | $1.22 M | 37.60% | 5.73% |
| CITADEL ADVISORS LLC | 02/17/2026 | 12.08 K | $613.98 K | 100.00% | 2.89% |
| JANE STREET GROUP, LLC | 02/12/2026 | 7.13 K | $362.57 K | -12.42% | 1.70% |
| TEAM FINANCIAL GROUP, LLC | 01/13/2026 | 6.02 K | $306.22 K | 0.65% | 1.43% |
| ESSEX FINANCIAL SERVICES, INC. | 02/10/2026 | 5.90 K | $300.05 K | 0.00% | 1.41% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 02/17/2026 | 4.43 K | $225.00 K | 100.00% | 1.06% |
| FMR LLC | 02/17/2026 | 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, 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: 253,077
Berger Financial Group, Inc: 43,211
Clear Point Advisors Inc.: 23,990
CITADEL ADVISORS LLC: 12,079
JANE STREET GROUP, LLC: 7,133
Team Financial Group, LLC: 6,024
84.58% of WisdomTree 1-3 Year Laddered Treasury Fund stock is owned by institutional investors.
Institutional investors have bought a total of 355.85 K shares in the last 24 months. This purchase volume represents approximately $18.12 M in transactions.