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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-27,867
Closed -$1.35M 95
2025
Q1
$1.35M Buy
27,867
+1,660
+6% +$80.5K 1.37% 21
2024
Q4
$1.26M Buy
+26,207
New +$1.26M 1.34% 24