First Heartland Consultants’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

First Heartland Consultants’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
2021 Q3	–	Sell	-5,448	Closed	-$281K	–	423
2021 Q2	$281K	Sell	5,448 -6,017	-52%	-$310K	0.04%	300
2021 Q1	$588K	Buy	+11,465	New	+$591K	0.09%	177

Other funds holding QSIG

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

PAG

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

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

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

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

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

First Heartland Consultants's QSIG Position: Q3 2021 in Review

First Heartland Consultants sold out of WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) in Q3 2021, closing a stake of 5,448 shares — an estimated $281K sold.

First Heartland Consultants first reported a position in QSIG in Q1 2021 and held it in 2 quarters. The position peaked at $588K in Q1 2021. 18 funds tracked by Wall St. Rank hold QSIG as of Q3 2021.

First Heartland Consultants reported no remaining WisdomTree U.S. Short Term Corporate Bond Fund position as of Q3 2021 after selling out during the quarter.
First Heartland Consultants sold 5,448 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q3 2021, an estimated $281K.
First Heartland Consultants first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q1 2021 and held it in 2 quarters.
First Heartland Consultants's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $588K in Q1 2021.
18 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q3 2021.

Based on First Heartland Consultants's 13F filing for Q3 2021, filed 15 Nov 2021.