CITADEL ADVISORS LLC USSH — WISDOMTREE TR

Ownership history in CITADEL ADVISORS LLC  ·  6 quarters on record

AI Ownership Summary

CITADEL ADVISORS LLC reported WISDOMTREE TR (USSH) in 6 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows USSH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITADEL ADVISORS LLC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

USSH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

USSH stock page CITADEL ADVISORS LLC fund profile CITADEL ADVISORS LLC full holdings
How CITADEL ADVISORS LLC held USSH — position size vs. price
% of Fund (quarterly)    USSH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 20,289 +8,210 +68.0% 0.00% $1.0M 2026-05-15 $50.37
2025 Q4 ADDED — — — 12,079 +2,963 +32.5% 0.00% $614K 2026-02-17 $50.52
2025 Q2 REDUCED 70.7% +1.1% ❌ 9,116 -21,964 -70.7% 0.00% $462K 2025-08-14 $49.44
2024 Q4 ADDED — — — 31,080 +21,692 +231.1% 0.00% $1.6M 2025-02-14 $48.14
2024 Q2 ADDED — — — 9,388 +292 +3.2% 0.00% $468K 2024-08-14 $47.52
2024 Q1 INITIATED — — — 9,096 — — 0.00% $455K 2024-05-15 $46.40

🏢 Other funds also holding USSH

As of 2026 Q1 — sorted by position size

Berger Financial Group, Inc 3Y 0.15% Team Financial Group, LLC 0.14% LaSalle St. Investment Advisors, LLC 3Y 0.03% Essex Financial Services, Inc. 3Y 7Y 0.02% HighTower Advisors, LLC 3Y 7Y 0.01% JANE STREET GROUP, LLC 3Y 7Y 0.0%

FAQ About CITADEL ADVISORS LLC and USSH

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITADEL ADVISORS LLC reported owning USSH?

CITADEL ADVISORS LLC reported USSH across 6 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported USSH position in CITADEL ADVISORS LLC's portfolio?

The largest reported portfolio weight for USSH was 0.00% in 2024 Q4.

What is the latest reported USSH position on this page?

The most recent filing on this page is 2026 Q1, when CITADEL ADVISORS LLC reported 20,289 shares, equal to 0.00% of portfolio, with an estimated market value of $1.0M.

What does the chart on this USSH ownership page compare?

The chart compares CITADEL ADVISORS LLC's quarterly USSH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CITADEL ADVISORS LLC time their USSH position?

Based on 13F filing dates vs. subsequent USSH price moves, CITADEL ADVISORS LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on USSH relative to SPY over the holding period was -12.9%.

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