Institutional Ownership Wisdomtree U.S. Short Term Cor (SFIG)
This table provides information about the institutional ownership of Wisdomtree U.S. Short Term Cor (SFIG). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 856,155 shares, which have been reported (via 13F filing form) to have a value of $41.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
316,592
shares
|
$15.4 Million
0.21% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
121,127
shares
|
$5.9 Million
0.0% of portfolio
|
Q2 2025
Added 42.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
82,285
shares
|
$4.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.57%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
64,844
shares
|
$3.16 Million
1.26% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
62,446
shares
|
$3.04 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
40,007
shares
|
$1.95 Million
0.59% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
37,511
shares
|
$1.83 Million
0.01% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
36,069
shares
|
$1.76 Million
0.15% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
30,317
shares
|
$1.48 Million
0.23% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
16,585
shares
|
$808,021
0.0% of portfolio
|
Q2 2025
Added 28.55%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
10,679
shares
|
$520,280
0.04% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
9,001
shares
|
$438,528
0.01% of portfolio
|
Q3 2025
Reduced 16.87%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
7,629
shares
|
$371,684
0.11% of portfolio
|
Q2 2025
Reduced 19.81%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
6,283
shares
|
$306,107
0.01% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
4,878
shares
|
$237,656
0.11% of portfolio
|
Q3 2025
Added 53.98%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,882
shares
|
$189,131
0.0% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
2,338
shares
|
$113,907
0.03% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,632
shares
|
$79,511
0.0% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
760
shares
|
$37,027
0.0% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
617
shares
|
$30,060
0.0% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
334
shares
|
$16,272
0.01% of portfolio
|
Q4 2023
Reduced 0.89%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
252
shares
|
$12,277
0.01% of portfolio
|
Q2 2025
Added 14.03%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
86
shares
|
$4,189
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
1
shares
|
$48
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|