Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16K+ 60.53% |
$755K - $765K
|
42.4K
$2.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.4K+ 9.52% |
$587K - $594K
|
143K
$6.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
6.12K+ 12.87% |
$289K - $293K
|
53.7K
$2.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.95KNew |
$281K - $285K
|
5.95K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4.68KNew |
$221K - $224K
|
4.68K
$228K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.13KNew |
$53.5K - $54.2K
|
1.13K
$55.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
937+ 4.35% |
$44.2K - $44.8K
|
22.5K
$1.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
909+ 11.31% |
$42.9K - $43.5K
|
8.95K
$436K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
280+ 2.96% |
$13.2K - $13.4K
|
9.73K
$474K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
95+ 13.83% |
$4.48K - $4.54K
|
782
$38.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
91+ 1137.5% |
$4.3K - $4.35K
|
99
$4.82K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-616- 4.71% |
$29.1K - $29.5K
|
12.5K
$607K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-949- 2.22% |
$44.8K - $45.4K
|
41.7K
$2.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.28K- 2.61% |
$60.5K - $61.3K
|
47.9K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.3K- 5.96% |
$61.5K - $62.3K
|
20.5K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.08K- 19.0% |
$145K - $147K
|
13.1K
$639K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.77K- 3.19% |
$367K - $371K
|
235K
$11.5M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-76.9K- 40.2% |
$3.63M - $3.68M
|
114K
$5.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-94.9K- 91.98% |
$4.48M - $4.54M
|
8.27K
$403K
|