Capital Advisory Group Advisory Services’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

Capital Advisory Group Advisory Services’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
2021 Q4	–	Sell	-200	Closed	-$10K	–	536
2021 Q3	$10K	Hold	200	–	–	﹤0.01%	395
2021 Q2	$10K	Buy	+200	New	+$10.3K	﹤0.01%	398

Other funds holding QSIG

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

PAG

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

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

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

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

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

DWMG

DB Wealth Management Group San Diego, California $176M AUM 14.41% 1-Year Est. Return

Capital Advisory Group Advisory Services's QSIG Position: Q4 2021 in Review

Capital Advisory Group Advisory Services sold out of WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) in Q4 2021, closing a stake of 200 shares — an estimated $10K sold.

Capital Advisory Group Advisory Services first reported a position in QSIG in Q2 2021 and held it in 2 quarters. The position peaked at $10K in Q3 2021. 19 funds tracked by Wall St. Rank hold QSIG as of Q4 2021.

Capital Advisory Group Advisory Services reported no remaining WisdomTree U.S. Short Term Corporate Bond Fund position as of Q4 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 200 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q4 2021, an estimated $10K.
Capital Advisory Group Advisory Services first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q2 2021 and held it in 2 quarters.
Capital Advisory Group Advisory Services's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $10K in Q3 2021.
19 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q4 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2021, filed 15 Feb 2022.