Envestnet Asset Management’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

Envestnet Asset Management’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
2024 Q1	–	Sell	-8,066	Closed	-$387K	–	4294
2023 Q4	$387K	Buy	+8,066	New	+$379K	﹤0.01%	3464
2022 Q3	–	Sell	-19,683	Closed	-$935K	–	4060
2022 Q2	$935K	Buy	+19,683	New	+$943K	﹤0.01%	2648
2021 Q1	–	Sell	-4,653	Closed	-$241K	–	3590
2020 Q4	$241K	Sell	4,653 -693	-13%	-$35.9K	﹤0.01%	3038
2020 Q3	$276K	Sell	5,346 -1,005	-16%	-$52.1K	﹤0.01%	2766
2020 Q2	$328K	Sell	6,351 -30	-0.5%	-$1.53K	﹤0.01%	2639
2020 Q1	$318K	Sell	6,381 -2,011	-24%	-$101K	﹤0.01%	2525
2019 Q4	$426K	Sell	8,392 -2,580	-24%	-$131K	﹤0.01%	2549
2019 Q3	$556K	Buy	10,972 +734	+7%	+$37.1K	﹤0.01%	2309
2019 Q2	$517K	Sell	10,238 -3,592	-26%	-$180K	﹤0.01%	2392
2019 Q1	$691K	Sell	13,830 -334	-2%	-$16.5K	﹤0.01%	2133
2018 Q4	$694K	Buy	14,164 +463	+3%	+$22.6K	﹤0.01%	1953
2018 Q3	$671K	Buy	+13,701	New	+$668K	﹤0.01%	855

Other funds holding QSIG

PCIA

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

WWM

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

LPL Financial San Diego, California $377B AUM 19.32% 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

IWP

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

SAM

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

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

JSL

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

Envestnet Asset Management's QSIG Position: Q1 2024 in Review

Envestnet Asset Management sold out of WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) in Q1 2024, closing a stake of 8,066 shares — an estimated $387K sold.

Envestnet Asset Management first reported a position in QSIG in Q3 2018 and held it in 12 quarters. The position peaked at $935K in Q2 2022. 22 funds tracked by Wall St. Rank hold QSIG as of Q1 2024.

Envestnet Asset Management reported no remaining WisdomTree U.S. Short Term Corporate Bond Fund position as of Q1 2024 after selling out during the quarter.
Envestnet Asset Management sold 8,066 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q1 2024, an estimated $387K.
Envestnet Asset Management first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q3 2018 and held it in 12 quarters.
Envestnet Asset Management's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $935K in Q2 2022.
22 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q1 2024.

Based on Envestnet Asset Management's 13F filing for Q1 2024, filed 13 May 2024.