Latest Institutional Purchases of Wisdomtree U.S. Corporate Bond (WFIG)
This list provides information on the latest institutional transactions involving Wisdomtree U.S. Corporate Bond (WFIG) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.59K+ 2.23% |
$202K - $205K
|
210K
$9.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.49K+ 5.95% |
$65.5K - $66.4K
|
26.5K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
935+ 9.1% |
$41.2K - $41.8K
|
11.2K
$499K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
408+ 4.28% |
$18K - $18.2K
|
9.95K
$443K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
396+ 3.56% |
$17.5K - $17.7K
|
11.5K
$513K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
176+ 926.32% |
$7.76K - $7.87K
|
195
$8.68K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$44.1 - $44.7
|
2
$89
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
5.39KNew |
N/A
|
5.39K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
63New |
N/A
|
63
$2.8K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
116New |
N/A
|
116
$5.16K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
67+ 1.29% |
N/A
|
5.24K
$233K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.6KNew |
$1.12M - $1.17M
|
25.6K
$1.14M
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.31KNew |
$0 - $58.1K
|
1.31K
$58.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
230New |
$0 - $10.2K
|
230
$10.2K
|
|
| Q1 2024 | |||||||
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
160New |
$7.02K - $7.19K
|
160
$7.12K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.6KNew |
$721K - $794K
|
17.6K
$784K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.9KNew |
$652K - $718K
|
15.9K
$709K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.6KNew |
$637K - $702K
|
15.6K
$693K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
681+ 177.81% |
$27.9K - $30.7K
|
1.06K
$47.4K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
38New |
$1.57K - $1.71K
|
38
$1.69K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
128New |
$5.67K - $6.33K
|
128
$5.7K
|
|