Atria Investments’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

Atria Investments’s Portfolio QSIG Stock Details QSIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-29,378	Closed	-$1.42M	–	2094
2025 Q1	$1.42M	Buy	29,378 +1,489	+5%	+$71.9K	0.02%	860
2024 Q4	$1.34M	Buy	27,889 +2,231	+9%	+$108K	0.02%	842
2024 Q3	$1.25M	Buy	25,658 +5,126	+25%	+$248K	0.02%	868
2024 Q2	$978K	Sell	20,532 -1,302	-6%	-$61.9K	0.01%	939
2024 Q1	$1.04M	Buy	+21,834	New	+$1.04M	0.01%	944
2021 Q3	–	Sell	-20,606	Closed	-$1.06M	–	833
2021 Q2	$1.06M	Sell	20,606 -6,786	-25%	-$349K	0.02%	735
2021 Q1	$1.41M	Sell	27,392 -1,297	-5%	-$66.9K	0.03%	582
2020 Q4	$1.49M	Buy	+28,689	New	+$1.49M	0.04%	515

Other funds holding QSIG

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

JSL

JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atria Investments's QSIG Position: Q2 2025 in Review

Atria Investments sold out of WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) in Q2 2025, closing a stake of 29,378 shares — an estimated $1.42M sold.

Atria Investments first reported a position in QSIG in Q4 2020 and held it in 8 quarters. The position peaked at $1.49M in Q4 2020. 24 funds tracked by Wall St. Rank hold QSIG as of Q2 2025.

Atria Investments reported no remaining WisdomTree U.S. Short Term Corporate Bond Fund position as of Q2 2025 after selling out during the quarter.
Atria Investments sold 29,378 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q2 2025, an estimated $1.42M.
Atria Investments first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q4 2020 and held it in 8 quarters.
Atria Investments's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $1.49M in Q4 2020.
24 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.