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 747,467 shares, which have been reported (via 13F filing form) to have a value of $36.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
230,535
shares
|
$11.2 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
143,670
shares
|
$7 Million
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
58,465
shares
|
$2.85 Million
0.08% of portfolio
|
Q4 2024
Added 18.6%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
56,540
shares
|
$2.75 Million
1.19% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
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%
|
|
|
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%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
25,658
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Added 24.97%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
24,891
shares
|
$1.21 Million
0.21% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,670
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 186.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
13,119
shares
|
$639,157
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
12,633
shares
|
$615,479
0.0% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
9,772
shares
|
$476,091
0.04% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,031
shares
|
$439,990
0.0% of portfolio
|
Q3 2024
Added 51.76%
|
|
|
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 |
Nov 04, 2024 Q3 2024 |
1,577
shares
|
$76,831
0.0% of portfolio
|
Q3 2024
Added 101.66%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,566
shares
|
$76,295
0.0% of portfolio
|
Q3 2024
Added 38.22%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
664
shares
|
$32,350
0.0% 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
|
Nov 14, 2024 Q3 2024 |
103
shares
|
$5,018
0.0% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
57
shares
|
$2,777
0.0% of portfolio
|
Q3 2024
Added 23.91%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|