Envestnet Asset Management Inc Wisdomtree U.S. Short Term Cor Transaction History

Envestnet Asset Management Inc

$302 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$46.25 - $47.97 $373,052 - $386,926	8,066 New	8,066 $386,000
Q2 2022 Aug 03, 2022	BUY	$46.85 - $48.57 $922,148 - $956,003	19,683 New	19,683 $935,000
Q1 2021 May 04, 2021	SELL	$51.16 - $51.83 $238,047 - $241,164	-4,653 Closed	0 $0
Q4 2020 Feb 02, 2021	SELL	$51.69 - $51.96 $35,821 - $36,008	-693 Reduced 12.96%	4,653 $241,000
Q3 2020 Oct 09, 2020	SELL	$51.6 - $52.09 $51,858 - $52,350	-1,005 Reduced 15.82%	5,346 $276,000
Q2 2020 Jul 08, 2020	SELL	$49.45 - $51.82 $1,483 - $1,554	-30 Reduced 0.47%	6,351 $328,000
Q1 2020 Apr 23, 2020	SELL	$45.2 - $51.57 $90,897 - $103,707	-2,011 Reduced 23.96%	6,381 $318,000
Q4 2019 Feb 11, 2020	SELL	$50.64 - $50.91 $130,651 - $131,347	-2,580 Reduced 23.51%	8,392 $426,000
Q3 2019 Oct 17, 2019	BUY	$50.47 - $50.68 $37,044 - $37,199	734 Added 7.17%	10,972 $556,000
Q2 2019 Aug 02, 2019	SELL	N/A	-3,592 Reduced 25.97%	10,238 $517,000
Q1 2019 May 10, 2019	SELL	N/A	-334 Reduced 2.36%	13,830 $691,000
Q4 2018 Feb 13, 2019	BUY	N/A	463 Added 3.38%	14,164 $694,000
Q3 2018 Nov 14, 2018	BUY	N/A	13,701 New	13,701 $671,000

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

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