Ifp Advisors, Inc Wisdomtree U.S. Short Term Cor Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 04, 2023	SELL	$46.76 - $47.51 $36,893 - $37,485	-789 Reduced 69.09%	353 $16,000
Q1 2023 Apr 18, 2023	SELL	$46.41 - $47.62 $6,218 - $6,381	-134 Reduced 10.5%	1,142 $53,000
Q4 2022 Feb 07, 2023	SELL	$45.73 - $47.17 $548 - $566	-12 Reduced 0.93%	1,276 $61,000
Q3 2022 Nov 08, 2022	BUY	$46.04 - $48.24 $2,025 - $2,122	44 Added 3.54%	1,288 $62,000
Q2 2022 Sep 06, 2022	BUY	$46.85 - $48.57 $58,281 - $60,421	1,244 New	1,244 $60,000
Q2 2022 Aug 12, 2022	SELL	$46.85 - $48.57 $58,281 - $60,421	-1,244 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$48.39 - $50.54 $20,420 - $21,327	-422 Reduced 25.33%	1,244 $0
Q1 2022 Aug 08, 2022	BUY	$48.39 - $50.54 $12,049 - $12,584	249 Added 17.57%	1,666 $0
Q4 2021 Jan 12, 2022	BUY	$50.46 - $51.37 $46,221 - $47,054	916 Added 182.83%	1,417 $72,000
Q3 2021 Oct 06, 2021	BUY	$51.29 - $51.64 $718 - $722	14 Added 2.87%	501 $25,000
Q2 2021 Jul 13, 2021	BUY	$51.27 - $51.66 $6,716 - $6,767	131 Added 36.8%	487 $25,000
Q1 2021 Apr 30, 2021	BUY	$51.16 - $51.83 $18,212 - $18,451	356 New	356 $18,000
Q4 2020 Jan 25, 2021	BUY	$51.69 - $51.96 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$51.6 - $52.09 $0 - $0	0 New	0 $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

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