Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.71K+ 53.98% |
N/A
|
4.88K
$238K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
805+ 2.05% |
N/A
|
40K
$1.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-49- 6.06% |
N/A
|
760
$37K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-101- 4.14% |
N/A
|
2.34K
$114K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-440- 10.18% |
N/A
|
3.88K
$189K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-942- 12.35% |
N/A
|
6.69K
$326K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.83K- 16.87% |
N/A
|
9K
$439K
|