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WisdomTree Fundamental U.S. Short-Term Corporate Bond Fund (SFIG) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for WisdomTree Fundamental U.S. Short-Term Corporate Bond Fund (BATS:SFIG)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$33.09K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$2.31M
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SFIG Institutional Buying and Selling by Quarter

WisdomTree Fundamental U.S. Short-Term Corporate Bond Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/7/2024 NBC Securities Inc.538$25K0.0%+98.5%0.067%
11/9/2023Prime Capital Investment Advisors LLC255,218$11.87M0.2%-15.4%31.902%
11/3/2023NewSquare Capital LLC5,710$266K0.0%-35.5%0.714%
5/1/2023NewSquare Capital LLC8,745$413K0.0%+5.2%1.093%
2/10/2023CoreCap Advisors LLC1,159$54K0.0%N/A0.000%
2/7/2023NewSquare Capital LLC8,315$389K0.0%+4.1%0.000%
2/3/2023Eldridge Investment Advisors Inc.7,700$360K0.1%N/A0.000%
1/13/2023Savior LLC742$35K0.0%N/A0.000%
10/25/2022NewSquare Capital LLC7,990$369K0.0%+3.4%0.000%
8/11/2022CoreCap Advisors LLC1,098$52K0.0%N/A0.000%
7/29/2022Patriot Financial Group Insurance Agency LLC2,483$118K0.0%-30.4%0.000%
7/26/2022NewSquare Capital LLC7,730$367K0.0%-23.4%0.000%
5/11/2022Patriot Financial Group Insurance Agency LLC3,566$173K0.0%-53.8%0.000%
5/10/2022NewSquare Capital LLC10,095$491K0.1%+60.0%0.000%
1/26/2022NewSquare Capital LLC6,310$319K0.0%+23.1%0.000%
1/12/2022IFP Advisors Inc1,417$72K0.0%+182.8%0.000%
11/24/2021Patriot Financial Group Insurance Agency LLC7,518$386K0.1%-62.3%0.000%
11/12/2021OLD Mission Capital LLC5,136$263K0.0%N/A0.000%
11/8/2021NewSquare Capital LLC5,125$263K0.0%N/A0.000%
8/1/2021Patriot Financial Group Insurance Agency LLC19,924$1.03M0.2%-38.4%0.000%
5/18/2021Flow Traders U.S. LLC5,591$287K0.0%N/A0.000%
5/7/2021Sowell Financial Services LLC3,726$192K0.0%+14.9%0.000%
4/30/2021 Wealthcare Advisory Partners LLC2,344$120K0.0%N/A0.000%
2/17/2021Jane Street Group LLC35,460$1.84M0.0%-30.1%0.000%
2/12/2021LPL Financial LLC38,291$1.99M0.0%+27.9%0.000%
2/4/2021DB Wealth Management Group LLC6,813$353K0.3%N/A0.000%
1/22/2021MONECO Advisors LLC63,361$3.28M1.8%-12.4%0.000%
1/15/2021Patriot Financial Group Insurance Agency LLC35,062$1.82M0.5%+588.6%0.000%
1/15/2021Private Wealth Strategies L.L.C.60,509$3.14M0.9%+7.9%0.000%
1/13/2021Sowell Financial Services LLC3,243$168K0.0%+12.4%0.000%
10/21/2020Patriot Financial Group Insurance Agency LLC5,092$263K0.1%+23.7%0.000%
7/24/2020 Private Ocean LLC641$33K0.0%N/A0.000%
7/10/2020Patriot Financial Group Insurance Agency LLC4,118$213K0.1%+42.1%0.000%
5/12/2020Sowell Financial Services LLC2,376$118K0.0%+256.8%0.000%
(Data available from 1/1/2016 forward)

SFIG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SFIG shares?

During the previous two years, the following institutional investors and hedge funds held shares of WisdomTree Fundamental U.S. Short-Term Corporate Bond Fund shares: Prime Capital Investment Advisors LLC ($11.87M), Eldridge Investment Advisors Inc. ($360K), NewSquare Capital LLC ($266K), Patriot Financial Group Insurance Agency LLC ($118K), CoreCap Advisors LLC ($54K), and Savior LLC ($35K), and NBC Securities Inc. ($25K).Learn more on SFIG's institutional investors.

Which institutional investors have been buying WisdomTree Fundamental U.S. Short-Term Corporate Bond Fund stock?

The following institutional investors have purchased WisdomTree Fundamental U.S. Short-Term Corporate Bond Fund stock in the last 24 months: Eldridge Investment Advisors Inc. ($7.70K), NewSquare Capital LLC ($4.80K), CoreCap Advisors LLC ($2.26K), Savior LLC ($742.00), and NBC Securities Inc. ($267.00).

How much institutional buying is happening at WisdomTree Fundamental U.S. Short-Term Corporate Bond Fund?

Institutional investors have bought a total of 15,766 shares in the last 24 months. This purchase volume represents approximately $745.18K in transactions.

Which WisdomTree Fundamental U.S. Short-Term Corporate Bond Fund major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree Fundamental U.S. Short-Term Corporate Bond Fund stock in the last 24 months: Prime Capital Investment Advisors LLC ($46.44K), NewSquare Capital LLC ($5.51K), and Patriot Financial Group Insurance Agency LLC ($5.23K).

How much institutional selling is happening at WisdomTree Fundamental U.S. Short-Term Corporate Bond Fund?

Institutional investors have sold a total of 57,180 shares in the last 24 months. This volume of shares sold represents approximately $2.67M in transactions.


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This page (BATS:SFIG) was last updated on 4/24/2024 by MarketBeat.com Staff

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