Purchases and Sales Made in Q3 2025 in Wisdomtree U.S. Short Term Cor (SFIG)
This table provides information about the institutional ownership of Wisdomtree U.S. Short Term Cor (SFIG) during Q3 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE U.S. SHORT TERM COR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.3K+ 17.42% |
N/A
|
96.6K
$4.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.26K+ 2.92% |
N/A
|
326K
$15.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.22KNew |
N/A
|
8.22K
$400K
|
|
|
Nov 13, 2025
Q3 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
6.68K+ 10.31% |
N/A
|
71.5K
$3.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.28K+ 10.81% |
N/A
|
33.6K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.57K+ 15.5% |
N/A
|
19.2K
$933K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.71K+ 53.98% |
N/A
|
4.88K
$238K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.04K+ 2.77% |
N/A
|
38.5K
$1.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
805+ 2.05% |
N/A
|
40K
$1.95M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
674+ 1.87% |
N/A
|
36.7K
$1.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
258+ 15.81% |
N/A
|
1.89K
$92.1K
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
187+ 1.75% |
N/A
|
10.9K
$529K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 4.76% |
N/A
|
264
$12.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
N/A
|
1
$48.7
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3- 0.05% |
N/A
|
6.28K
$306K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34- 5.51% |
N/A
|
583
$28.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-49- 6.06% |
N/A
|
760
$37K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-101- 4.14% |
N/A
|
2.34K
$114K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-440- 10.18% |
N/A
|
3.88K
$189K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-942- 12.35% |
N/A
|
6.69K
$326K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.83K- 16.87% |
N/A
|
9K
$439K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19K- 30.4% |
N/A
|
43.5K
$2.12M
|
|