Patriot Financial Group Insurance Agency, LLC Wisdomtree U.S. Short Term Cor Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$46.85 - $48.57 $50,738 - $52,601	-1,083 Reduced 30.37%	2,483 $118,000
Q1 2022 May 11, 2022	SELL	$48.39 - $50.54 $200,770 - $209,690	-4,149 Reduced 53.78%	3,566 $173,000
Q4 2021 Jan 10, 2022	BUY	$50.46 - $51.37 $9,940 - $10,119	197 Added 2.62%	7,715 $390,000
Q3 2021 Nov 24, 2021	SELL	$51.29 - $51.64 $636,303 - $640,645	-12,406 Reduced 62.27%	7,518 $386,000
Q2 2021 Jul 30, 2021	SELL	$51.27 - $51.66 $637,850 - $642,702	-12,441 Reduced 38.44%	19,924 $1.03 Million
Q1 2021 Apr 29, 2021	SELL	$51.16 - $51.83 $137,978 - $139,785	-2,697 Reduced 7.69%	32,365 $1.66 Million
Q4 2020 Jan 15, 2021	BUY	$51.69 - $51.96 $1.55 Million - $1.56 Million	29,970 Added 588.57%	35,062 $1.82 Million
Q3 2020 Oct 21, 2020	BUY	$51.6 - $52.09 $50,258 - $50,735	974 Added 23.65%	5,092 $263,000
Q2 2020 Jul 10, 2020	BUY	$49.45 - $51.82 $60,329 - $63,220	1,220 Added 42.1%	4,118 $213,000
Q1 2020 Apr 15, 2020	SELL	$45.2 - $51.57 $40,454 - $46,155	-895 Reduced 23.6%	2,898 $144,000
Q4 2019 Jan 22, 2020	BUY	$50.64 - $50.91 $30,637 - $30,800	605 Added 18.98%	3,793 $193,000
Q3 2019 Oct 25, 2019	BUY	$50.47 - $50.68 $160,898 - $161,567	3,188 New	3,188 $162,000

Others Institutions Holding SFIG

# of Institutions

Shares Held

743K

Call Options Held

Put Options Held

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

View Full List

About WISDOMTREE U.S. SHORT TERM COR

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