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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.4K+ 186.08% |
$695K - $751K
|
23.7K
$1.15M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9+ 0.07% |
$407 - $439
|
13.1K
$639K
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.43K+ 10.82% |
$110K - $119K
|
24.9K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4+ 4.04% |
$181 - $195
|
103
$5.02K
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
2.84K+ 5.29% |
$128K - $138K
|
56.5K
$2.75M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
177+ 1.42% |
$8K - $8.63K
|
12.6K
$615K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.08K+ 51.76% |
$139K - $150K
|
9.03K
$440K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4.31K- 10.34% |
$195K - $210K
|
37.4K
$1.82M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
753+ 0.53% |
$34K - $36.7K
|
144K
$7M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
433+ 38.22% |
$19.6K - $21.1K
|
1.57K
$76.3K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.83K- 2.05% |
$218K - $235K
|
231K
$11.2M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
795+ 101.66% |
$35.9K - $38.8K
|
1.58K
$76.8K
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
42+ 0.43% |
$1.9K - $2.05K
|
9.77K
$476K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
11+ 23.91% |
$497 - $536
|
57
$2.78K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.13K+ 24.97% |
$232K - $250K
|
25.7K
$1.25M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.05K- 16.81% |
$363K - $392K
|
39.8K
$1.94M
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-64K- 55.94% |
$2.89M - $3.12M
|
50.4K
$2.45M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-792- 8.85% |
$35.8K - $38.6K
|
8.15K
$397K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.86K+ 16.15% |
$310K - $334K
|
49.3K
$2.4M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4.68KNew |
$221K - $224K
|
4.68K
$228K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.98K+ 39.47% |
$142K - $144K
|
10.5K
$514K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-331- 55.72% |
$15.7K - $15.9K
|
263
$12.8K
|
|
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 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$46.3 - $48
|
1
$48.7
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
262New |
$12.1K - $12.6K
|
262
$12.8K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
267+ 98.52% |
$12.3K - $12.8K
|
538
$26.2K
|
|
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
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-862Closed |
$41.7K - $43.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
777New |
$37.6K - $39.3K
|
777
$37.9K
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200Closed |
$10.1K - $10.3K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-5.14KClosed |
$259K - $264K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-495Closed |
$25K - $25.4K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.45KClosed |
$279K - $281K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-651Closed |
$33.4K - $33.6K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
295New |
$15.1K - $15.2K
|
295
$14.4K
|
|
Q2 2021 | |||||||
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.59KClosed |
$287K - $289K
|
0
$0
|