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 22 institutions that hold shares in the stock, with a total of 900,986 shares, which have been reported (via 13F filing form) to have a value of $42.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
243,131
shares
|
$11.6 Million
0.16% of portfolio
|
Q1 2024
Reduced 4.71%
|
|
|
Wt Wealth Management
|
Feb 08, 2024 Q4 2023 |
156,352
shares
|
$7.44 Million
3.13% of portfolio
|
Q4 2023
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
130,489
shares
|
$6.21 Million
0.0% of portfolio
|
Q1 2024
Reduced 18.59%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
103,144
shares
|
$4.91 Million
0.01% of portfolio
|
Q1 2024
Added 5.32%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
49,165
shares
|
$2.34 Million
0.02% of portfolio
|
Q1 2024
Reduced 37.05%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 09, 2024 Q1 2024 |
47,577
shares
|
$2.27 Million
1.22% of portfolio
|
Q1 2024
Added 37.94%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
42,687
shares
|
$2.03 Million
0.49% of portfolio
|
Q1 2024
Reduced 36.85%
|
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
26,438
shares
|
$1.26 Million
0.05% of portfolio
|
Q1 2024
Added 16.07%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
21,834
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2024 Q1 2024 |
21,523
shares
|
$1.02 Million
0.21% of portfolio
|
Q1 2024
Reduced 15.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
16,186
shares
|
$770,615
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
13,072
shares
|
$622,357
0.0% of portfolio
|
Q1 2024
Reduced 4.61%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
10,544
shares
|
$501,999
0.0% of portfolio
|
Q1 2024
Added 39.47%
|
|
|
New Square Capital LLC
|
May 08, 2024 Q1 2024 |
9,450
shares
|
$449,914
0.04% of portfolio
|
Q1 2024
Added 61.68%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
8,037
shares
|
$382,641
0.01% of portfolio
|
Q1 2024
Added 3.42%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
705
shares
|
$33,565
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
334
shares
|
$15,901
0.01% of portfolio
|
Q4 2023
Reduced 0.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
263
shares
|
$12,521
0.0% of portfolio
|
Q1 2024
Reduced 55.72%
|
|
|
Covestor LTD
Boston, MA |
May 10, 2024 Q1 2024 |
46
shares
|
$2,190
0.0% of portfolio
|
Q1 2024
Reduced 25.81%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
8
shares
|
$380
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$47
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|