4 institutions reported holding $4.6M of WISDOMTREE TR (USSH) in SEC 13F filings for 2026-06-30. Largest institutional holders: Berger Financial Group, Inc ($2.9M), Clear Point Advisors Inc. ($1.3M), Team Financial Group, LLC ($306,175), MCDONALD PARTNERS LLC ($20,594). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Berger Financial Group, Inc | $2.9M | 58,198 | Added |
| 2 | Clear Point Advisors Inc. | $1.3M | 26,251 | New |
| 3 | Team Financial Group, LLC | $306,175 | 6,095 | Added |
| 4 | MCDONALD PARTNERS LLC | $20,594 | 410 | New |
Source: SEC Form 13F filings · as of 2026-06-30