Institutional Ownership Wisdomtree U.S. Short Term Cor (SFIG)
This table provides information about the institutional ownership of Wisdomtree U.S. Short Term Cor (SFIG). We have compiled data on the 26 institutions that hold shares in the stock, with a total of 761,567 shares, which have been reported (via 13F filing form) to have a value of $37.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
325,847
shares
|
$15.9 Million
0.21% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
96,615
shares
|
$4.71 Million
0.0% of portfolio
|
Q3 2025
Added 17.42%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
71,528
shares
|
$3.48 Million
1.27% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
43,462
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 30.4%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
40,007
shares
|
$1.95 Million
0.59% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
38,549
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
36,743
shares
|
$1.79 Million
0.11% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
33,594
shares
|
$1.64 Million
0.23% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
19,155
shares
|
$933,231
0.0% of portfolio
|
Q3 2025
Added 15.5%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
10,866
shares
|
$529,391
0.04% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
9,001
shares
|
$438,528
0.01% of portfolio
|
Q3 2025
Reduced 16.87%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,216
shares
|
$400,283
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
6,687
shares
|
$325,790
0.09% of portfolio
|
Q3 2025
Reduced 12.35%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
6,280
shares
|
$305,961
0.01% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
4,878
shares
|
$237,656
0.11% of portfolio
|
Q3 2025
Added 53.98%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,882
shares
|
$189,131
0.0% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
2,338
shares
|
$113,907
0.03% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,890
shares
|
$92,080
0.0% of portfolio
|
Q3 2025
Added 15.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
760
shares
|
$37,027
0.0% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
583
shares
|
$28,403
0.0% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
334
shares
|
$16,272
0.01% of portfolio
|
Q4 2023
Reduced 0.89%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
264
shares
|
$12,862
0.01% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
86
shares
|
$4,189
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
1
shares
|
$48
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$48
0.0% of portfolio
|
Q3 2025
New holding
|
|