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WisdomTree Fundamental U.S. Corporate Bond Fund (WFIG) Institutional Ownership

$43.38
-0.17 (-0.39%)
(As of 05/29/2024 ET)

Institutional Ownership Changes (13F Filings) for WisdomTree Fundamental U.S. Corporate Bond Fund (BATS:WFIG)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$5.53M
Number of
Institutional Sellers
(last 12 months)
0
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WFIG Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/25/2024 International Assets Investment Management LLC58,721$2.64M0.0%N/A29.361%
1/24/2024 International Assets Investment Management LLC58,721$2.64M0.0%N/A29.361%
11/4/2023 NBC Securities Inc.1,079$45K0.0%N/A0.540%
11/3/2023 NewSquare Capital LLC6,145$258K0.0%+244.3%3.073%
7/31/2023 LPL Financial LLC28,149$1.23M0.0%+2.3%14.075%
5/12/2023 Perennial Advisors LLC4,889$217K0.1%N/A2.445%
2/7/2023 LPL Financial LLC30,109$1.30M0.0%+65.8%0.000%
8/3/2022 AE Wealth Management LLC619,754$27.99M0.2%-12.6%0.000%
5/11/2022 Financial Advocates Investment Management4,658$229K0.0%-4.9%0.000%
5/10/2022 NewSquare Capital LLC1,440$71K0.0%-59.9%0.000%
4/27/2022 Perennial Advisors LLC4,637$228K0.1%N/A0.000%
4/18/2022 AE Wealth Management LLC708,945$34.92M0.2%+3.5%0.000%
2/11/2022 Advisor Resource Council17,298$929K0.1%N/A0.000%
2/10/2022 Private Advisor Group LLC9,462$508K0.0%-8.6%0.000%
2/3/2022 Advisor Group Holdings Inc.2,485$134K0.0%+24.4%0.000%
1/31/2022 CWM LLC667$36K0.0%N/A0.000%
1/26/2022 NewSquare Capital LLC3,590$193K0.0%+23.4%0.000%
1/20/2022 AE Wealth Management LLC685,050$36.81M0.3%+11.1%0.000%
11/16/2021 Jane Street Group LLC73,109$3.95M0.0%+152.3%0.000%
11/16/2021 LPL Financial LLC25,762$1.39M0.0%-73.0%0.000%
11/8/2021 NewSquare Capital LLC2,910$157K0.0%+9.6%0.000%
11/4/2021 Financial Advocates Investment Management4,771$257K0.0%N/A0.000%
11/1/2021 AE Wealth Management LLC616,421$33.27M0.3%+7.8%0.000%
10/14/2021 Private Advisor Group LLC10,349$559K0.0%+13.2%0.000%
8/19/2021 Advisor Resource Council20,419$1.11M0.1%N/A0.000%
8/13/2021 LPL Financial LLC95,255$5.19M0.0%-14.6%0.000%
8/11/2021Susquehanna International Group LLP9,461$516K0.0%N/A0.000%
5/18/2021 Citadel Advisors LLC14,784$775K0.0%-59.0%0.000%
5/18/2021 Jane Street Group LLC17,458$915K0.0%-44.3%0.000%
5/13/2021 RMR Wealth Builders1,550$81K0.0%N/A0.000%
5/10/2021 NewSquare Capital LLC2,300$121K0.0%+23.0%0.000%
4/27/2021 AE Wealth Management LLC587,704$30.82M0.3%-10.1%0.000%
4/22/2021 Private Advisor Group LLC9,104$477K0.0%+29.9%0.000%
2/17/2021 Jane Street Group LLC31,337$1.75M0.0%N/A0.000%
2/13/2021 Perennial Advisors LLC2,050$115K0.0%N/A0.000%
2/12/2021 LPL Financial LLC95,493$5.34M0.0%+346.2%0.000%
2/9/2021Sawtooth Solutions LLC487,438$27.27M0.4%+18.6%0.000%
2/4/2021 NewSquare Capital LLC1,870$105K0.0%+87.0%0.000%
2/1/2021 AE Wealth Management LLC653,393$36.55M0.4%+58.7%0.000%
1/25/2021IFP Advisors Inc3,795$211K0.0%N/A0.000%
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11/9/2020 LPL Financial LLC21,403$1.17M0.0%+288.9%0.000%
11/4/2020Sawtooth Solutions LLC411,148$22.53M0.4%+2.1%0.000%
11/4/2020 NewSquare Capital LLC1,000$55K0.0%+115.1%0.000%
11/2/2020 Private Advisor Group LLC6,657$365K0.0%+91.0%0.000%
8/17/2020 Jane Street Group LLC107,011$5.84M0.0%-57.1%0.000%
8/17/2020 Private Advisor Group LLC3,486$190K0.0%N/A0.000%
8/6/2020Sawtooth Solutions LLC402,610$21.96M0.4%+246.3%0.000%
8/5/2020 NewSquare Capital LLC465$25K0.0%N/A0.000%
8/5/2020 AE Wealth Management LLC404,247$22.05M0.3%+245.3%0.000%
5/18/2020 Advisor Group Holdings Inc.1,858$94K0.0%N/A0.000%
5/15/2020 Jane Street Group LLC249,343$12.62M0.0%+477.7%0.000%
5/1/2020 UBS Group AG2,372$120K0.0%+268.3%0.000%
(Data available from 1/1/2016 forward)

WFIG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WFIG shares?

During the previous two years, the following institutional investors and hedge funds held shares of WisdomTree Fundamental U.S. Corporate Bond Fund shares: AE Wealth Management LLC ($27.99M), International Assets Investment Management LLC ($2.64M), LPL Financial LLC ($1.23M), NewSquare Capital LLC ($258K), and Perennial Advisors LLC ($217K), NBC Securities Inc. ($45K).Learn more on WFIG's institutional investors.

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

The following institutional investors have purchased WisdomTree Fundamental U.S. Corporate Bond Fund stock in the last 24 months: International Assets Investment Management LLC ($117.44K), LPL Financial LLC ($12.58K), Perennial Advisors LLC ($4.89K), NewSquare Capital LLC ($4.36K), and NBC Securities Inc. ($1.08K).

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

Institutional investors have bought a total of 140,347 shares in the last 24 months. This purchase volume represents approximately $6.26M in transactions.

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

The following institutional investors have sold WisdomTree Fundamental U.S. Corporate Bond Fund stock in the last 24 months: AE Wealth Management LLC ($89.19K).

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

Institutional investors have sold a total of 89,191 shares in the last 24 months. This volume of shares sold represents approximately $4.03M in transactions.


This page (BATS:WFIG) was last updated on 5/29/2024 by MarketBeat.com Staff

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