DWMG
QSIG
DB Wealth Management Group’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $16K | Sell |
334
-3
| -0.9% | -$144 | 0.01% | 254 |
|
|
2023
Q3 | $15.7K | Sell |
337
-262
| -44% | -$12.2K | 0.01% | 246 |
|
|
2023
Q2 | $28.1K | Hold |
599
| – | – | 0.02% | 199 |
|
|
2023
Q1 | $28.3K | Buy |
599
+10
| +2% | +$472 | 0.02% | 195 |
|
|
2022
Q4 | $27.5K | Sell |
589
-1,824
| -76% | -$85.3K | 0.02% | 196 |
|
|
2022
Q3 | $112K | Hold |
2,413
| – | – | 0.08% | 100 |
|
|
2022
Q2 | $115K | Sell |
2,413
-1,387
| -37% | -$66.1K | 0.08% | 101 |
|
|
2022
Q1 | $185K | Hold |
3,800
| – | – | 0.11% | 88 |
|
|
2021
Q4 | $192K | Sell |
3,800
-796
| -17% | -$40.2K | 0.11% | 88 |
|
|
2021
Q3 | $236K | Sell |
4,596
-933
| -17% | -$47.9K | 0.15% | 80 |
|
|
2021
Q2 | $285K | Hold |
5,529
| – | – | 0.18% | 75 |
|
|
2021
Q1 | $284K | Sell |
5,529
-1,284
| -19% | -$66K | 0.19% | 77 |
|
|
2020
Q4 | $353K | Buy |
+6,813
| New | +$353K | 0.26% | 68 |
|