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 25 institutions that hold shares in the stock, with a total of 853,484 shares, which have been reported (via 13F filing form) to have a value of $41.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
316,592
shares
|
$15.4 Million
0.21% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
121,127
shares
|
$5.9 Million
0.0% of portfolio
|
Q2 2025
Added 42.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
82,285
shares
|
$4.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.57%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
64,844
shares
|
$3.16 Million
1.26% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
62,446
shares
|
$3.04 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
40,313
shares
|
$1.96 Million
0.65% of portfolio
|
Q1 2025
Reduced 19.92%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
37,511
shares
|
$1.83 Million
0.01% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
36,069
shares
|
$1.76 Million
0.15% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
30,317
shares
|
$1.48 Million
0.23% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
12,902
shares
|
$628,585
0.0% of portfolio
|
Q2 2025
Reduced 11.96%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
10,827
shares
|
$527,491
0.01% of portfolio
|
Q2 2025
Added 20.42%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
10,679
shares
|
$520,280
0.04% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
7,629
shares
|
$371,684
0.11% of portfolio
|
Q2 2025
Reduced 19.81%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
6,283
shares
|
$306,107
0.01% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,322
shares
|
$210,567
0.01% of portfolio
|
Q2 2025
Reduced 92.61%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
3,168
shares
|
$154,344
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
2,439
shares
|
$118,828
0.03% of portfolio
|
Q2 2025
Added 48.54%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,632
shares
|
$79,511
0.0% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
809
shares
|
$39,414
0.0% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
617
shares
|
$30,060
0.0% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
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 |
Aug 11, 2025 Q2 2025 |
252
shares
|
$12,277
0.01% of portfolio
|
Q2 2025
Added 14.03%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
86
shares
|
$4,189
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1
shares
|
$48
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|