Purchases and Sales Made in Q1 2024 in Wisdomtree U.S. Short Term Cor (SFIG)
This table provides information about the institutional ownership of Wisdomtree U.S. Short Term Cor (SFIG) during Q1 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE U.S. SHORT TERM COR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
34.9K+ 22.3% |
$1.66M - $1.68M
|
191K
$9.32M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.8KNew |
$1.04M - $1.05M
|
21.8K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.2KNew |
$769K - $779K
|
16.2K
$789K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
13.1K+ 37.94% |
$622K - $630K
|
47.6K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.21K+ 5.32% |
$247K - $251K
|
103K
$5.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.66K+ 16.07% |
$174K - $176K
|
26.4K
$1.29M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
3.61K+ 61.68% |
$171K - $174K
|
9.45K
$460K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.98K+ 39.47% |
$142K - $144K
|
10.5K
$514K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
949+ 2.27% |
$45.1K - $45.7K
|
42.7K
$2.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
266+ 3.42% |
$12.6K - $12.8K
|
8.04K
$392K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
263New |
$12.5K - $12.7K
|
263
$12.8K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
139+ 12.27% |
$6.61K - $6.69K
|
1.27K
$62K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
8New |
$380 - $385
|
8
$390
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-16- 25.81% |
$760 - $770
|
46
$2.24K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18- 2.55% |
$855 - $866
|
687
$33.5K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-331- 55.72% |
$15.7K - $15.9K
|
263
$12.8K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-632- 4.61% |
$30K - $30.4K
|
13.1K
$637K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.8K- 15.0% |
$180K - $183K
|
21.5K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12K- 4.71% |
$571K - $578K
|
243K
$11.8M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-24.9K- 36.85% |
$1.18M - $1.2M
|
42.7K
$2.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-28.9K- 37.05% |
$1.37M - $1.39M
|
49.2K
$2.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29.8K- 18.59% |
$1.42M - $1.43M
|
130K
$6.36M
|