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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
27.5KNew |
N/A
|
27.5K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.1K+ 6.25% |
N/A
|
206K
$9.39M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
484+ 4.58% |
N/A
|
11.1K
$504K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
116New |
N/A
|
116
$5.29K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
67+ 1.29% |
N/A
|
5.24K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.6KNew |
$1.12M - $1.17M
|
25.6K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
544New |
$23.8K - $24.8K
|
544
$24.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$43.7 - $45.7
|
1
$45.6
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.9KNew |
$0 - $530K
|
11.9K
$544K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.31KNew |
$0 - $58.1K
|
1.31K
$59.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
230New |
$0 - $10.2K
|
230
$10.5K
|
|
| Q1 2024 | |||||||
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
160New |
$7.02K - $7.19K
|
160
$7.29K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.6KNew |
$721K - $794K
|
17.6K
$803K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.9KNew |
$652K - $718K
|
15.9K
$726K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.6KNew |
$637K - $702K
|
15.6K
$710K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
681+ 177.81% |
$27.9K - $30.7K
|
1.06K
$48.5K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
231New |
$9.69K - $10.2K
|
231
$10.5K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4.89KNew |
$210K - $222K
|
4.89K
$223K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
38New |
$1.57K - $1.71K
|
38
$1.73K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
128New |
$5.67K - $6.33K
|
128
$5.83K
|
|