Rmr Wealth Builders Wisdomtree U.S. Short Term Cor Transaction History

Rmr Wealth Builders

$1.08 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$51.27 - $51.66 $14,970 - $15,084	-292 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$51.16 - $51.83 $14,938 - $15,134	292 New	292 $15,000

Others Institutions Holding SFIG

# of Institutions

25

Shares Held

856K

Call Options Held

0

Put Options Held

0

Prime Capital Investment Advisors, LLC Overland Park, KS

317K
Shares

$15.4 Million
0.21% of portfolio
Jane Street Group, LLC New York, NY

121K
Shares

$5.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

82.3K
Shares

$4.01 Million
0.0% of portfolio
Invenio Wealth Partners LLC Coral Gables, FL

64.8K
Shares

$3.16 Million
1.26% of portfolio
Jpmorgan Chase & CO New York, NY

62.4K
Shares

$3.04 Million
0.0% of portfolio

About WISDOMTREE U.S. SHORT TERM COR

Ticker SFIG
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