Iht Wealth Management, LLC Wisdomtree U.S. Short Term Cor Transaction History

Iht Wealth Management, LLC

$2.62 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$46.76 - $47.51 $8,790 - $8,931	188 Added 4.16%	4,710 $220,000
Q1 2023 May 15, 2023	BUY	$46.41 - $47.62 $209,866 - $215,337	4,522 New	4,522 $213,000

Others Institutions Holding SFIG

# of Institutions

23

Shares Held

722K

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

143K
Shares

$6.96 Million
0.0% of portfolio
Invenio Wealth Partners LLC Coral Gables, FL

53.7K
Shares

$2.62 Million
1.27% 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
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