Defined Financial Planning’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

Defined Financial Planning’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
2025 Q2	–	Sell	-27,867	Closed	-$1.35M	–	95
2025 Q1	$1.35M	Buy	27,867 +1,660	+6%	+$80.1K	1.37%	21
2024 Q4	$1.26M	Buy	+26,207	New	+$1.27M	1.34%	24

Other funds holding QSIG

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 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

IWP

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 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

JSL

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Defined Financial Planning's QSIG Position: Q2 2025 in Review

Defined Financial Planning sold out of WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) in Q2 2025, closing a stake of 27,867 shares — an estimated $1.35M sold.

Defined Financial Planning first reported a position in QSIG in Q4 2024 and held it in 2 quarters. The position peaked at $1.35M in Q1 2025. 24 funds tracked by Wall St. Rank hold QSIG as of Q2 2025.

Defined Financial Planning reported no remaining WisdomTree U.S. Short Term Corporate Bond Fund position as of Q2 2025 after selling out during the quarter.
Defined Financial Planning sold 27,867 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q2 2025, an estimated $1.35M.
Defined Financial Planning first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q4 2024 and held it in 2 quarters.
Defined Financial Planning's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $1.35M in Q1 2025.
24 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q2 2025.

Based on Defined Financial Planning's 13F filing for Q2 2025, filed 23 Jul 2025.