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 30 institutions that hold shares in the stock, with a total of 949,202 shares, which have been reported (via 13F filing form) to have a value of $46.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
316,415
shares
|
$15.4 Million
0.19% of portfolio
|
Q1 2025
Added 34.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
97,465
shares
|
$4.75 Million
0.0% of portfolio
|
Q1 2025
Added 178.09%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
85,146
shares
|
$4.15 Million
0.0% of portfolio
|
Q1 2025
Added 132.49%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
63,497
shares
|
$3.09 Million
1.29% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
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
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
58,465
shares
|
$2.85 Million
0.08% of portfolio
|
Q4 2024
Added 18.6%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
40,313
shares
|
$1.96 Million
0.65% of portfolio
|
Q1 2025
Reduced 19.92%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
36,934
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
35,772
shares
|
$1.74 Million
0.17% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
29,378
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
28,794
shares
|
$1.4 Million
0.26% of portfolio
|
Q1 2025
Added 18.04%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
27,867
shares
|
$1.36 Million
1.37% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
14,655
shares
|
$713,991
0.0% of portfolio
|
Q4 2024
Reduced 11.96%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
10,328
shares
|
$503,180
0.04% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
10,016
shares
|
$487,979
0.0% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
9,514
shares
|
$463,522
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
8,991
shares
|
$438,041
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,429
shares
|
$313,220
0.01% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,642
shares
|
$79,998
0.02% of portfolio
|
Q1 2025
Added 147.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,632
shares
|
$79,511
0.0% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
823
shares
|
$40,096
0.0% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
682
shares
|
$33,227
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
650
shares
|
$31,668
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
625
shares
|
$30,450
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|