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 23 institutions that hold shares in the stock, with a total of 828,930 shares, which have been reported (via 13F filing form) to have a value of $40.4 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
235,365
shares
|
$11.5 Million
0.17% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
Wt Wealth Management
|
Feb 08, 2024 Q4 2023 |
156,352
shares
|
$7.62 Million
3.13% of portfolio
|
Q4 2023
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
142,917
shares
|
$6.96 Million
0.0% of portfolio
|
Q2 2024
Added 9.52%
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 12, 2024 Q2 2024 |
53,699
shares
|
$2.62 Million
1.27% of portfolio
|
Q2 2024
Added 12.87%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
47,884
shares
|
$2.33 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
42,442
shares
|
$2.07 Million
0.06% of portfolio
|
Q2 2024
Added 60.53%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
41,738
shares
|
$2.03 Million
0.33% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 14, 2024 Q2 2024 |
22,460
shares
|
$1.09 Million
0.21% of portfolio
|
Q2 2024
Added 4.35%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
20,532
shares
|
$1 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.96%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
13,110
shares
|
$638,719
0.0% of portfolio
|
Q2 2024
Reduced 19.0%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
12,456
shares
|
$606,856
0.0% of portfolio
|
Q2 2024
Reduced 4.71%
|
|
New Square Capital LLC
|
Jul 23, 2024 Q2 2024 |
9,730
shares
|
$474,045
0.04% of portfolio
|
Q2 2024
Added 2.96%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
8,946
shares
|
$435,849
0.01% of portfolio
|
Q2 2024
Added 11.31%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
8,274
shares
|
$403,109
0.0% of portfolio
|
Q2 2024
Reduced 91.98%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
5,951
shares
|
$289,932
0.0% of portfolio
|
Q2 2024
New holding
|
|
Team Financial Group, LLC
Temecula, CA |
Aug 13, 2024 Q2 2024 |
4,679
shares
|
$227,960
0.14% of portfolio
|
Q2 2024
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
1,133
shares
|
$55,199
0.01% of portfolio
|
Q1 2024
Added 12.27%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
782
shares
|
$38,099
0.0% of portfolio
|
Q2 2024
Added 13.83%
|
|
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%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
99
shares
|
$4,823
0.0% of portfolio
|
Q2 2024
Added 1137.5%
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
46
shares
|
$2,241
0.0% of portfolio
|
Q1 2024
Reduced 25.81%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1
shares
|
$48
0.0% of portfolio
|
Q4 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|