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

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

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

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

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

Global Retirement Partners San Rafael, California $5.64B AUM

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return