Private Wealth Strategies, L.L.C. Wisdomtree U.S. Short Term Cor Transaction History

Private Wealth Strategies, L.L.C.

$490 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$46.85 - $48.57 $86,531 - $89,708	-1,847 Reduced 1.58%	114,698 $5.45 Million
Q1 2022 Apr 29, 2022	BUY	$48.39 - $50.54 $111,151 - $116,090	2,297 Added 2.01%	116,545 $5.65 Million
Q4 2021 Jan 24, 2022	BUY	$50.46 - $51.37 $7,367 - $7,500	146 Added 0.13%	114,248 $5.78 Million
Q3 2021 Nov 02, 2021	BUY	$51.29 - $51.64 $145,253 - $146,244	2,832 Added 2.55%	114,102 $5.86 Million
Q2 2021 Aug 02, 2021	BUY	$51.27 - $51.66 $136,019 - $137,053	2,653 Added 2.44%	111,270 $5.73 Million
Q1 2021 Apr 13, 2021	BUY	$51.16 - $51.83 $2.46 Million - $2.49 Million	48,108 Added 79.51%	108,617 $5.58 Million
Q4 2020 Jan 15, 2021	BUY	$51.69 - $51.96 $229,813 - $231,014	4,446 Added 7.93%	60,509 $3.14 Million
Q3 2020 Oct 13, 2020	BUY	$51.6 - $52.09 $397,990 - $401,770	7,713 Added 15.95%	56,063 $2.88 Million
Q2 2020 Jul 14, 2020	SELL	$49.45 - $51.82 $150,723 - $157,947	-3,048 Reduced 5.93%	48,350 $2.5 Million
Q1 2020 May 04, 2020	BUY	$45.2 - $51.57 $199,964 - $228,145	4,424 Added 9.42%	51,398 $2.56 Million
Q4 2019 Feb 14, 2020	BUY	$50.64 - $50.91 $2.38 Million - $2.39 Million	46,974 New	46,974 $2.39 Million

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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