Carson Wealth (CWM LLC)’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

Carson Wealth (CWM LLC)’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 Q2	$25K	Hold	495	–	–	﹤0.01%	1695
2021 Q1	$25K	Hold	495	–	–	﹤0.01%	1695
2020 Q4	$25K	Hold	495	–	–	﹤0.01%	1695
2020 Q3	$25K	Hold	495	–	–	﹤0.01%	1695
2020 Q2	$25K	Hold	495	–	–	﹤0.01%	1695
2020 Q1	$25K	Hold	495	–	–	﹤0.01%	1694
2019 Q4	$25K	Hold	495	–	–	﹤0.01%	1694
2019 Q3	$25K	Hold	495	–	–	﹤0.01%	1694
2019 Q2	$25K	Hold	495	–	–	﹤0.01%	1694
2019 Q1	$25K	Buy	+495	New	+$24.5K	﹤0.01%	1693

Other funds holding QSIG

PWS

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

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 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

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

PFGIA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Carson Wealth (CWM LLC)'s QSIG Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) position steady in Q2 2021 at 495 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

Carson Wealth (CWM LLC) first reported a position in QSIG in Q1 2019 and has held it in 10 quarters since. 20 funds tracked by Wall St. Rank hold QSIG as of Q2 2021.

Carson Wealth (CWM LLC) held 495 shares of WisdomTree U.S. Short Term Corporate Bond Fund worth $25K as of Q2 2021.
Carson Wealth (CWM LLC) left its WisdomTree U.S. Short Term Corporate Bond Fund share count unchanged in Q2 2021.
WisdomTree U.S. Short Term Corporate Bond Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #1695 holding.
Carson Wealth (CWM LLC) first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q1 2019 and has held it in 10 quarters since.
20 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.