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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
81.3K+ 34.57% |
N/A
|
316K
$15.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
62.4KNew |
N/A
|
62.4K
$3.04M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.4K+ 178.09% |
N/A
|
97.5K
$4.75M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.5K+ 132.49% |
N/A
|
85.1K
$4.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9.51KNew |
N/A
|
9.51K
$464K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.99KNew |
N/A
|
8.99K
$438K
|
|
|
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
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
2.69K+ 4.42% |
N/A
|
63.5K
$3.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
1.66K+ 6.33% |
N/A
|
27.9K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.49K+ 5.34% |
N/A
|
29.4K
$1.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
978+ 147.29% |
N/A
|
1.64K
$80K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
682New |
N/A
|
682
$33.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
625New |
N/A
|
625
$30.5K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
461+ 1.31% |
N/A
|
35.8K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
86New |
N/A
|
86
$4.19K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
82+ 58.99% |
N/A
|
221
$10.8K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
55+ 0.55% |
N/A
|
10K
$488K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 1.87% |
N/A
|
1.63K
$79.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1New |
N/A
|
1
$48.7
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.17K+ 18.6% |
N/A
|
58.5K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
140+ 135.92% |
N/A
|
243
$11.8K
|
|
|
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
|
|
| 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
|
|