Team Financial Group, LLC
Position in USIN — WisdomTree 7-10 Year Laddered Treasury Fund
CIK 1845163
TEMECULA, CA
All Filings in USIN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 USIN | $78,855 | 1,574 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 USIN | $78,981 | 1,560 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 USIN | $78,229 | 1,544 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 USIN | $76,901 | 1,529 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||