Latest Institutional Transactions on Wisdomtree U.S. Short Term Cor (SFIG)
This table provides information on the latest institutional transactions involving Wisdomtree U.S. Short Term Cor (SFIG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.8KNew |
$1.04M - $1.05M
|
21.8K
$1.04M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.21K+ 5.32% |
$247K - $251K
|
103K
$4.91M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.2KNew |
$769K - $779K
|
16.2K
$771K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12K- 4.71% |
$571K - $578K
|
243K
$11.6M
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.8K- 15.0% |
$180K - $183K
|
21.5K
$1.02M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.98K+ 39.47% |
$142K - $144K
|
10.5K
$502K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
8New |
$380 - $385
|
8
$381
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29.8K- 18.59% |
$1.42M - $1.43M
|
130K
$6.21M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-331- 55.72% |
$15.7K - $15.9K
|
263
$12.5K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-16- 25.81% |
$760 - $770
|
46
$2.19K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-632- 4.61% |
$30K - $30.4K
|
13.1K
$622K
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
13.1K+ 37.94% |
$622K - $630K
|
47.6K
$2.27M
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
3.61K+ 61.68% |
$171K - $174K
|
9.45K
$450K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-24.9K- 36.85% |
$1.18M - $1.2M
|
42.7K
$2.03M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-28.9K- 37.05% |
$1.37M - $1.39M
|
49.2K
$2.34M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.66K+ 16.07% |
$174K - $176K
|
26.4K
$1.26M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
266+ 3.42% |
$12.6K - $12.8K
|
8.04K
$383K
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
705New |
$32.6K - $33.8K
|
705
$33.6K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
475+ 15.69% |
$22K - $22.8K
|
3.5K
$167K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.9KNew |
$644K - $668K
|
13.9K
$663K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.07KNew |
$373K - $387K
|
8.07K
$384K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$46.3 - $48
|
1
$47.6
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
262New |
$12.1K - $12.6K
|
262
$12.5K
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
156KNew |
$7.23M - $7.5M
|
156K
$7.44M
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
267+ 98.52% |
$12.3K - $12.8K
|
538
$25.6K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-3- 0.89% |
$139 - $144
|
334
$15.9K
|
|
Q3 2023 | |||||||
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-83- 11.32% |
$3.85K - $3.92K
|
650
$30.9K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
188+ 4.16% |
$8.79K - $8.93K
|
4.71K
$224K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-789- 69.09% |
$36.9K - $37.5K
|
353
$16.8K
|
|
Q1 2023 | |||||||
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.49KNew |
$255K - $261K
|
5.49K
$261K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.16KNew |
$53K - $54.7K
|
1.16K
$55.2K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.3KNew |
$334K - $344K
|
7.3K
$348K
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7.7KNew |
$352K - $363K
|
7.7K
$367K
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.58% |
N/A
|
524
$24.9K
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-864- 16.25% |
N/A
|
4.45K
$212K
|
|
Q2 2022 | |||||||
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
225New |
N/A
|
225
$10.7K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.08K- 30.37% |
N/A
|
2.48K
$118K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1New |
N/A
|
1
$47.6
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.85K- 1.58% |
N/A
|
115K
$5.46M
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-862Closed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
777New |
N/A
|
777
$37K
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-5.14KClosed |
N/A
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-495Closed |
N/A
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.45KClosed |
N/A
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-651Closed |
N/A
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
295New |
N/A
|
295
$14K
|
|
Q2 2021 | |||||||
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.59KClosed |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-292Closed |
N/A
|
0
$0
|