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 24 institutions that hold shares in the stock, with a total of 676,880 shares, which have been reported (via 13F filing form) to have a value of $33 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
235,135
shares
|
$11.5 Million
0.17% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
60,811
shares
|
$2.96 Million
1.22% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
58,465
shares
|
$2.85 Million
0.08% of portfolio
|
Q4 2024
Added 18.6%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
50,341
shares
|
$2.45 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
37,487
shares
|
$1.83 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
36,623
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Added 54.72%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
35,311
shares
|
$1.72 Million
0.17% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
35,048
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Reduced 75.61%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
27,889
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
26,207
shares
|
$1.28 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
24,393
shares
|
$1.19 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
12,633
shares
|
$615,479
0.0% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
10,339
shares
|
$503,716
0.04% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
9,961
shares
|
$485,299
0.0% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
7,346
shares
|
$357,897
0.01% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
4,697
shares
|
$228,837
0.13% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,602
shares
|
$78,049
0.0% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
868
shares
|
$42,288
0.0% of portfolio
|
Q4 2024
Reduced 44.57%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
664
shares
|
$32,350
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
344
shares
|
$16,759
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
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
|
Feb 14, 2025 Q4 2024 |
243
shares
|
$11,838
0.0% of portfolio
|
Q4 2024
Added 135.92%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
139
shares
|
$6,772
0.0% of portfolio
|
Q4 2024
Added 143.86%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|