DB Wealth Management Group’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

DB Wealth Management Group’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
2023 Q4	$16K	Sell	334 -3	-0.9%	-$141	0.01%	254
2023 Q3	$15.7K	Sell	337 -262	-44%	-$12.3K	0.01%	246
2023 Q2	$28.1K	Hold	599	–	–	0.02%	199
2023 Q1	$28.3K	Buy	599 +10	+2%	+$470	0.02%	195
2022 Q4	$27.5K	Sell	589 -1,824	-76%	-$84.9K	0.02%	196
2022 Q3	$112K	Hold	2,413	–	–	0.08%	100
2022 Q2	$115K	Sell	2,413 -1,387	-37%	-$66.4K	0.08%	101
2022 Q1	$185K	Hold	3,800	–	–	0.11%	88
2021 Q4	$192K	Sell	3,800 -796	-17%	-$40.5K	0.11%	88
2021 Q3	$236K	Sell	4,596 -933	-17%	-$48K	0.15%	80
2021 Q2	$285K	Hold	5,529	–	–	0.18%	75
2021 Q1	$284K	Sell	5,529 -1,284	-19%	-$66.2K	0.19%	77
2020 Q4	$353K	Buy	+6,813	New	+$353K	0.26%	68

Other funds holding QSIG

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

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

PAG

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

SAM

Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

JSL

JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

DB Wealth Management Group's QSIG Position: Q4 2023 in Review

DB Wealth Management Group reduced its WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) stake by 0.89% in Q4 2023, selling an estimated $141 and leaving 334 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #254.

DB Wealth Management Group first reported a position in QSIG in Q4 2020 and has held it in 13 quarters since. The position peaked at $353K in Q4 2020. 25 funds tracked by Wall St. Rank hold QSIG as of Q4 2023.

DB Wealth Management Group held 334 shares of WisdomTree U.S. Short Term Corporate Bond Fund worth $16K as of Q4 2023.
DB Wealth Management Group sold 3 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q4 2023, an estimated $141.
WisdomTree U.S. Short Term Corporate Bond Fund made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #254 holding.
DB Wealth Management Group first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $353K in Q4 2020.
25 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.