Cwm, LLC Wisdomtree U.S. Short Term Cor Transaction History

Cwm, LLC

$23.3 Billion
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 31, 2022	SELL	$50.46 - $51.37 $24,977 - $25,428	-495 Closed	0 $0
Q1 2021 Sep 15, 2021	BUY	$51.16 - $51.83 $25,324 - $25,655	495 New	495 $25,000
Q1 2021 Apr 27, 2021	SELL	$51.16 - $51.83 $25,324 - $25,655	-495 Closed	0 $0
Q4 2020 Sep 15, 2021	BUY	$51.69 - $51.96 $25,586 - $25,720	495 New	495 $25,000
Q4 2020 Jan 27, 2021	SELL	$51.69 - $51.96 $25,586 - $25,720	-495 Closed	0 $0
Q3 2020 Sep 15, 2021	BUY	$51.6 - $52.09 $25,542 - $25,784	495 New	495 $25,000
Q3 2020 Oct 19, 2020	SELL	$51.6 - $52.09 $25,542 - $25,784	-495 Closed	0 $0
Q2 2020 Sep 15, 2021	BUY	$49.45 - $51.82 $24,477 - $25,650	495 New	495 $25,000
Q2 2020 Jul 22, 2020	SELL	$49.45 - $51.82 $24,477 - $25,650	-495 Closed	0 $0
Q1 2020 Sep 15, 2021	BUY	$45.2 - $51.57 $22,374 - $25,527	495 New	495 $25,000
Q1 2020 Apr 28, 2020	SELL	$45.2 - $51.57 $22,374 - $25,527	-495 Closed	0 $0
Q4 2019 Sep 14, 2021	BUY	$50.64 - $50.91 $25,066 - $25,200	495 New	495 $25,000
Q4 2019 Jan 27, 2020	SELL	$50.64 - $50.91 $25,066 - $25,200	-495 Closed	0 $0
Q3 2019 Sep 14, 2021	BUY	$50.47 - $50.68 $24,982 - $25,086	495 New	495 $25,000
Q3 2019 Oct 22, 2019	SELL	$50.47 - $50.68 $24,982 - $25,086	-495 Closed	0 $0
Q2 2019 Sep 14, 2021	BUY	N/A	495 New	495 $25,000
Q2 2019 Jul 31, 2019	SELL	N/A	-495 Closed	0 $0
Q1 2019 Sep 02, 2021	BUY	N/A	495 New	495 $0

Others Institutions Holding SFIG

# of Institutions

22

Shares Held

743K

Call Options Held

0

Put Options Held

0

Prime Capital Investment Advisors, LLC Overland Park, KS

231K
Shares

$11.2 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

144K
Shares

$7 Million
0.0% of portfolio
Invenio Wealth Partners LLC Coral Gables, FL

56.5K
Shares

$2.75 Million
1.19% of portfolio
Wt Wealth Management

50.4K
Shares

$2.45 Million
0.63% of portfolio
Global Retirement Partners, LLC

49.3K
Shares

$2.4 Million
0.07% of portfolio

About WISDOMTREE U.S. SHORT TERM COR

Ticker SFIG
Sector ETFs
Industry ETFs

More about SFIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwm, LLC with notifications on news.