WisdomTree Trust - USSH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | History | Added to | 278,830 | 14,005 | 0.01% | 0.01% | 1 | +7,261 | 2.67% | Q2 2026 | Aug 05, 2026 |
| Berger Financial Group, Inc | History | Added to | 58,198 | 2,923 | 0.15% | 0.15% | 2 | +5,468 | 10.37% | Q2 2026 | Aug 04, 2026 |
| Clear Point Advisors Inc. | History | New | 26,251 | 1,318 | 1.17% | — | 3 | +26,251 | New | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 11,997 | 602 | 0.0% | 0.0% | 4 | -8,292 | -40.87% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 8,056 | 404 | 0.0% | 0.0% | 5 | -1,362 | -14.46% | Q2 2026 | Aug 14, 2026 |
| Team Financial Group, LLC | History | Added to | 6,095 | 306 | 0.13% | 0.14% | 6 | +36 | 0.59% | Q2 2026 | Jul 10, 2026 |
| Essex Financial Services, Inc. | History | No change | 5,903 | 296 | 0.01% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 4,485 | 225 | 0.03% | 0.03% | 8 | +28 | 0.63% | Q2 2026 | Aug 11, 2026 |
| MCDONALD PARTNERS LLC | History | New | 410 | 20 | 0.0% | — | 9 | +410 | New | Q2 2026 | Jul 28, 2026 |