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

Private Wealth Strategies, L.L.C.

$477 Million
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	N/A	-1,847 Reduced 1.58%	114,698 $5.45 Million
Q1 2022 Apr 29, 2022	BUY	N/A	2,297 Added 2.01%	116,545 $5.65 Million
Q4 2021 Jan 24, 2022	BUY	N/A	146 Added 0.13%	114,248 $5.78 Million
Q3 2021 Nov 02, 2021	BUY	N/A	2,832 Added 2.55%	114,102 $5.86 Million
Q2 2021 Aug 02, 2021	BUY	N/A	2,653 Added 2.44%	111,270 $5.73 Million

Q1 2021 Apr 13, 2021	BUY	N/A	48,108 Added 79.51%	108,617 $5.58 Million
Q4 2020 Jan 15, 2021	BUY	N/A	4,446 Added 7.93%	60,509 $3.14 Million
Q3 2020 Oct 13, 2020	BUY	N/A	7,713 Added 15.95%	56,063 $2.88 Million
Q2 2020 Jul 14, 2020	SELL	N/A	-3,048 Reduced 5.93%	48,350 $2.5 Million
Q1 2020 May 04, 2020	BUY	N/A	4,424 Added 9.42%	51,398 $2.56 Million
Q4 2019 Feb 14, 2020	BUY	N/A	46,974 New	46,974 $2.39 Million

Others Institutions Holding SFIG

# of Institutions

22

Shares Held

901K

Call Options Held

0

Put Options Held

0

Prime Capital Investment Advisors, LLC Overland Park, KS

243K
Shares

$11.6 Million
0.16% of portfolio
Wt Wealth Management

156K
Shares

$7.44 Million
3.13% of portfolio
Lpl Financial LLC Fort Mill, SC

130K
Shares

$6.21 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

103K
Shares

$4.91 Million
0.01% of portfolio
Private Advisor Group, LLC

49.2K
Shares

$2.34 Million
0.02% of portfolio

About WISDOMTREE U.S. SHORT TERM COR

Ticker SFIG
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