Beacon Financial Advisory’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

Beacon Financial Advisory’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
2026 Q2	$257K	Sell	5,316 -8	-0.2%	-$388	0.05%	366
2026 Q1	$258K	Sell	5,324 -440	-8%	-$21.5K	0.06%	340
2025 Q4	$282K	Sell	5,764 -923	-14%	-$45.3K	0.07%	309
2025 Q3	$327K	Sell	6,687 -942	-12%	-$46K	0.08%	278
2025 Q2	$372K	Sell	7,629 -1,885	-20%	-$91.3K	0.1%	242
2025 Q1	$461K	Buy	+9,514	New	+$459K	0.14%	178

Other funds holding QSIG

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

WWM

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

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

JSL

JT Stratford LLC Gainesville, Georgia $912M AUM 34.38% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthPoint Financial Cramerton, North Carolina $137M AUM

Beacon Financial Advisory's QSIG Position: Q2 2026 in Review

Beacon Financial Advisory reduced its WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) stake by 0.15% in Q2 2026, selling an estimated $388 and leaving 5,316 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #366.

Beacon Financial Advisory first reported a position in QSIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $461K in Q1 2025. 27 funds tracked by Wall St. Rank hold QSIG as of Q2 2026.

Beacon Financial Advisory held 5,316 shares of WisdomTree U.S. Short Term Corporate Bond Fund worth $257K as of Q2 2026.
Beacon Financial Advisory sold 8 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q2 2026, an estimated $388.
WisdomTree U.S. Short Term Corporate Bond Fund made up 0.05% of Beacon Financial Advisory's portfolio in Q2 2026, its #366 holding.
Beacon Financial Advisory first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q1 2025 and has held it in 6 quarters since.
Beacon Financial Advisory's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $461K in Q1 2025.
27 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.