Concurrent Investment Advisors’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

Concurrent Investment Advisors’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	$432K	Sell	8,946 -1,367	-13%	-$66.3K	﹤0.01%	1486
2026 Q1	$500K	Buy	10,313 +730	+8%	+$35.7K	0.01%	1213
2025 Q4	$469K	Buy	9,583 +582	+6%	+$28.5K	0.01%	1173
2025 Q3	$441K	Sell	9,001 -1,826	-17%	-$89.3K	0.01%	965
2025 Q2	$528K	Buy	10,827 +1,836	+20%	+$89K	0.01%	828
2025 Q1	$435K	Buy	+8,991	New	+$434K	0.01%	784

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

Concurrent Investment Advisors's QSIG Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) stake by 13% in Q2 2026, selling an estimated $66.3K and leaving 8,946 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Concurrent Investment Advisors first reported a position in QSIG in Q1 2025 and has held it in 6 quarters since. The position peaked at $528K in Q2 2025. 27 funds tracked by Wall St. Rank hold QSIG as of Q2 2026.

Concurrent Investment Advisors held 8,946 shares of WisdomTree U.S. Short Term Corporate Bond Fund worth $432K as of Q2 2026.
Concurrent Investment Advisors sold 1,367 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q2 2026, an estimated $66.3K.
WisdomTree U.S. Short Term Corporate Bond Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1486 holding.
Concurrent Investment Advisors first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q1 2025 and has held it in 6 quarters since.
Concurrent Investment Advisors's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $528K in Q2 2025.
27 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.