Latest Institutional Purchases of Wisdomtree U.S. Short Term Cor (SFIG)
This list provides information on the latest institutional transactions involving Wisdomtree U.S. Short Term Cor (SFIG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.86K+ 16.15% |
$310K - $334K
|
49.3K
$2.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.13K+ 24.97% |
$232K - $250K
|
25.7K
$1.25M
|
|
|
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
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.4K+ 9.52% |
$587K - $594K
|
143K
$6.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
6.12K+ 12.87% |
$289K - $293K
|
53.7K
$2.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.95KNew |
$281K - $285K
|
5.95K
$290K
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4.68KNew |
$221K - $224K
|
4.68K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
937+ 4.35% |
$44.2K - $44.8K
|
22.5K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
91+ 1137.5% |
$4.3K - $4.35K
|
99
$4.82K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.98K+ 39.47% |
$142K - $144K
|
10.5K
$514K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
949+ 2.27% |
$45.1K - $45.7K
|
42.7K
$2.08M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
139+ 12.27% |
$6.61K - $6.69K
|
1.27K
$62K
|
|
| 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 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
267+ 98.52% |
$12.3K - $12.8K
|
538
$26.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
262New |
$12.1K - $12.6K
|
262
$12.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$46.3 - $48
|
1
$48.7
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
188+ 4.16% |
$8.79K - $8.93K
|
4.71K
$229K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.49KNew |
$255K - $261K
|
5.49K
$267K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
7.7KNew |
$352K - $363K
|
7.7K
$375K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.3KNew |
$334K - $344K
|
7.3K
$356K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.58% |
$138 - $145
|
524
$25.5K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
225New |
$10.5K - $10.9K
|
225
$11K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1New |
$46.9 - $48.6
|
1
$48.7
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
777New |
$37.6K - $39.3K
|
777
$37.9K
|
|
| Q3 2021 | |||||||
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
295New |
$15.1K - $15.2K
|
295
$14.4K
|
|