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

$44.35

+0.19 (+0.43%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership

Number of Institutional Buyers (last 12 months): 4
Total Institutional Inflows (last 12 months): $5.54M

Number of Institutional Sellers (last 12 months): 0

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WFIG Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/23/2024	NewSquare Capital LLC	10,505	$461K	0.0%	+3.3%	3.502%
1/25/2024	International Assets Investment Management LLC	58,721	$2.64M	0.0%	N/A	29.361%
1/24/2024	International Assets Investment Management LLC	58,721	$2.64M	0.0%	N/A	29.361%
11/4/2023	NBC Securities Inc.	1,079	$45K	0.0%	N/A	0.540%
11/3/2023	NewSquare Capital LLC	6,145	$258K	0.0%	+244.3%	3.073%
7/31/2023	LPL Financial LLC	28,149	$1.23M	0.0%	+2.3%	14.075%
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5/12/2023	Perennial Advisors LLC	4,889	$217K	0.1%	N/A	2.445%
2/7/2023	LPL Financial LLC	30,109	$1.30M	0.0%	+65.8%	0.000%
8/3/2022	AE Wealth Management LLC	619,754	$27.99M	0.2%	-12.6%	0.000%
5/11/2022	Financial Advocates Investment Management	4,658	$229K	0.0%	-4.9%	0.000%
5/10/2022	NewSquare Capital LLC	1,440	$71K	0.0%	-59.9%	0.000%
4/27/2022	Perennial Advisors LLC	4,637	$228K	0.1%	N/A	0.000%
4/18/2022	AE Wealth Management LLC	708,945	$34.92M	0.2%	+3.5%	0.000%
2/11/2022	Advisor Resource Council	17,298	$929K	0.1%	N/A	0.000%
2/10/2022	Private Advisor Group LLC	9,462	$508K	0.0%	-8.6%	0.000%
2/3/2022	Advisor Group Holdings Inc.	2,485	$134K	0.0%	+24.4%	0.000%
1/31/2022	CWM LLC	667	$36K	0.0%	N/A	0.000%
1/26/2022	NewSquare Capital LLC	3,590	$193K	0.0%	+23.4%	0.000%
1/20/2022	AE Wealth Management LLC	685,050	$36.81M	0.3%	+11.1%	0.000%
11/16/2021	Jane Street Group LLC	73,109	$3.95M	0.0%	+152.3%	0.000%
11/16/2021	LPL Financial LLC	25,762	$1.39M	0.0%	-73.0%	0.000%
11/8/2021	NewSquare Capital LLC	2,910	$157K	0.0%	+9.6%	0.000%
11/4/2021	Financial Advocates Investment Management	4,771	$257K	0.0%	N/A	0.000%
11/1/2021	AE Wealth Management LLC	616,421	$33.27M	0.3%	+7.8%	0.000%
10/14/2021	Private Advisor Group LLC	10,349	$559K	0.0%	+13.2%	0.000%
8/19/2021	Advisor Resource Council	20,419	$1.11M	0.1%	N/A	0.000%
8/13/2021	LPL Financial LLC	95,255	$5.19M	0.0%	-14.6%	0.000%
8/11/2021	Susquehanna International Group LLP	9,461	$516K	0.0%	N/A	0.000%
5/18/2021	Citadel Advisors LLC	14,784	$775K	0.0%	-59.0%	0.000%
5/18/2021	Jane Street Group LLC	17,458	$915K	0.0%	-44.3%	0.000%
5/13/2021	RMR Wealth Builders	1,550	$81K	0.0%	N/A	0.000%
5/10/2021	NewSquare Capital LLC	2,300	$121K	0.0%	+23.0%	0.000%
4/27/2021	AE Wealth Management LLC	587,704	$30.82M	0.3%	-10.1%	0.000%
4/22/2021	Private Advisor Group LLC	9,104	$477K	0.0%	+29.9%	0.000%
2/17/2021	Jane Street Group LLC	31,337	$1.75M	0.0%	N/A	0.000%
2/13/2021	Perennial Advisors LLC	2,050	$115K	0.0%	N/A	0.000%
2/12/2021	LPL Financial LLC	95,493	$5.34M	0.0%	+346.2%	0.000%
2/9/2021	Sawtooth Solutions LLC	487,438	$27.27M	0.4%	+18.6%	0.000%
2/4/2021	NewSquare Capital LLC	1,870	$105K	0.0%	+87.0%	0.000%
2/1/2021	AE Wealth Management LLC	653,393	$36.55M	0.4%	+58.7%	0.000%
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1/25/2021	IFP Advisors Inc	3,795	$211K	0.0%	N/A	0.000%
11/9/2020	LPL Financial LLC	21,403	$1.17M	0.0%	+288.9%	0.000%
11/4/2020	Sawtooth Solutions LLC	411,148	$22.53M	0.4%	+2.1%	0.000%
11/4/2020	NewSquare Capital LLC	1,000	$55K	0.0%	+115.1%	0.000%
11/2/2020	Private Advisor Group LLC	6,657	$365K	0.0%	+91.0%	0.000%
8/17/2020	Jane Street Group LLC	107,011	$5.84M	0.0%	-57.1%	0.000%
8/17/2020	Private Advisor Group LLC	3,486	$190K	0.0%	N/A	0.000%
8/6/2020	Sawtooth Solutions LLC	402,610	$21.96M	0.4%	+246.3%	0.000%
8/5/2020	NewSquare Capital LLC	465	$25K	0.0%	N/A	0.000%
8/5/2020	AE Wealth Management LLC	404,247	$22.05M	0.3%	+245.3%	0.000%
5/18/2020	Advisor Group Holdings Inc.	1,858	$94K	0.0%	N/A	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 ($461K), 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 ($4.70K), 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 140,687 shares in the last 24 months. This purchase volume represents approximately $6.28M 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.