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

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$528K Buy
10,827
+1,836
+20% +$89.6K 0.01% 824
2025
Q1
$435K Buy
+8,991
New +$435K 0.01% 779