EIA
QSIG

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

Eldridge Investment Advisors’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
Q1 		– Sell
-7,700
Closed -$360K – 143
2022
Q4 		$360K Buy
+7,700
New +$358K 0.13% 97

Other funds holding QSIG

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Eldridge Investment Advisors's QSIG Position: Q1 2023 in Review

Eldridge Investment Advisors sold out of WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) in Q1 2023, closing a stake of 7,700 shares — an estimated $360K sold.

Eldridge Investment Advisors first reported a position in QSIG in Q4 2022 and held it in 1 quarter. The position peaked at $360K in Q4 2022. 15 funds tracked by Wall St. Rank hold QSIG as of Q1 2023.

  • Eldridge Investment Advisors reported no remaining WisdomTree U.S. Short Term Corporate Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Eldridge Investment Advisors sold 7,700 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q1 2023, an estimated $360K.
  • Eldridge Investment Advisors first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q4 2022 and held it in 1 quarter.
  • Eldridge Investment Advisors's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $360K in Q4 2022.
  • 15 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q1 2023.

Based on Eldridge Investment Advisors's 13F filing for Q1 2023, filed 12 May 2023.