Smallwood Wealth Investment Management, LLC Wisdomtree U.S. Short Term Cor Call Options Transaction History

Smallwood Wealth Investment Management, LLC

$152 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SFIG

# of Institutions

Shares Held

949K

Call Options Held

Put Options Held

Prime Capital Investment Advisors, LLC Overland Park, KS

316K
Shares

$15.4 Million
0.19% of portfolio
Lpl Financial LLC Fort Mill, SC

97.5K
Shares

$4.75 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

85.1K
Shares

$4.15 Million
0.0% of portfolio
Invenio Wealth Partners LLC Coral Gables, FL

63.5K
Shares

$3.09 Million
1.29% of portfolio
Jpmorgan Chase & CO New York, NY

62.4K
Shares

$3.04 Million
0.0% of portfolio

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About WISDOMTREE U.S. SHORT TERM COR

Ticker SFIG
Sector ETFs
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