WISDOMTREE TR

Historical 13F Holders

Symbol
USIN
CUSIP
97717Y410
All holders as of
Q2 2026
Type
Equity
Class
7 10 YR LADDERED
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 97717Y410 since 12/18/2024, newest first.

Filer % of Class Filed
Alchemi Wealth, LLC 13G/A Amendment 1 6.9% 7/29/2026
Event 6/30/2026
Alchemi Wealth, LLC 13G 5.0% 4/30/2026
Event 3/19/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q2 4 32.4 k $1.61 M
2026 Q1 6 43.5 k $2.18 M
2025 Q4 4 12.2 k $617 k
2025 Q3 5 13.2 k $670 k
2025 Q2 5 9.27 k $466 k
2025 Q1 4 32.6 k $1.63 M
2024 Q4 6 54.2 k $2.64 M
2024 Q3 5 44.5 k $2.29 M
2024 Q2 4 49.7 k $2.45 M
2024 Q1 3 55.2 k $2.76 M