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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33- 5.08% |
N/A
|
617
$30.1K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
55+ 0.55% |
N/A
|
10K
$488K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
461+ 1.31% |
N/A
|
35.8K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.5K+ 132.49% |
N/A
|
85.1K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.4K+ 18.04% |
N/A
|
28.8K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
81.3K+ 34.57% |
N/A
|
316K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
2.69K+ 4.42% |
N/A
|
63.5K
$3.09M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
82+ 58.99% |
N/A
|
221
$10.8K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
62.4KNew |
N/A
|
62.4K
$3.04M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-45- 5.18% |
N/A
|
823
$40.1K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 1.87% |
N/A
|
1.63K
$79.5K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.4K+ 178.09% |
N/A
|
97.5K
$4.75M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.49K+ 5.34% |
N/A
|
29.4K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-553- 1.48% |
N/A
|
36.9K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-10K- 19.92% |
N/A
|
40.3K
$1.96M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-263- 76.45% |
N/A
|
81
$3.95K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
682New |
N/A
|
682
$33.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.99KNew |
N/A
|
8.99K
$438K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1New |
N/A
|
1
$48.7
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9.51KNew |
N/A
|
9.51K
$464K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
86New |
N/A
|
86
$4.19K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
978+ 147.29% |
N/A
|
1.64K
$80K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
625New |
N/A
|
625
$30.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
1.66K+ 6.33% |
N/A
|
27.9K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-11- 0.11% |
N/A
|
10.3K
$503K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-917- 12.48% |
N/A
|
6.43K
$313K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.75K- 11.96% |
N/A
|
12.9K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
140+ 135.92% |
N/A
|
243
$11.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.17K+ 18.6% |
N/A
|
58.5K
$2.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
18+ 0.38% |
N/A
|
4.7K
$229K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9+ 0.07% |
$407 - $439
|
13.1K
$639K
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$47.2 - $47.8
|
1
$48.7
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.98K+ 39.47% |
$142K - $144K
|
10.5K
$514K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.9KNew |
$644K - $668K
|
13.9K
$679K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.07KNew |
$373K - $387K
|
8.07K
$393K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
262New |
$12.1K - $12.6K
|
262
$12.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-3- 0.89% |
$139 - $144
|
334
$16.3K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-83- 11.32% |
$3.85K - $3.92K
|
650
$31.7K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
188+ 4.16% |
$8.79K - $8.93K
|
4.71K
$229K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-789- 69.09% |
$36.9K - $37.5K
|
353
$17.2K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.49KNew |
$255K - $261K
|
5.49K
$267K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.3KNew |
$334K - $344K
|
7.3K
$356K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7.7KNew |
$352K - $363K
|
7.7K
$375K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.58% |
$138 - $145
|
524
$25.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-864- 16.25% |
$39.8K - $41.7K
|
4.45K
$217K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
225New |
$10.5K - $10.9K
|
225
$11K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.08K- 30.37% |
$50.7K - $52.6K
|
2.48K
$121K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1New |
$46.9 - $48.6
|
1
$48.7
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.85K- 1.58% |
$86.5K - $89.7K
|
115K
$5.59M
|
|