IA
QSIG

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

IFP 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
Q4 		– Sell
-353
Closed -$16.4K – 3379
2023
Q3 		$16.4K Hold
353
– – ﹤0.01% 2036
2023
Q2 		$16.5K Sell
353
-789
-69% -$37.2K ﹤0.01% 2102
2023
Q1 		$55.6K Sell
1,142
-134
-11% -$6.3K ﹤0.01% 1521
2022
Q4 		$61K Sell
1,276
-12
-0.9% -$558 ﹤0.01% 2107
2022
Q3 		$62K Buy
1,288
+44
+4% +$2.09K ﹤0.01% 2214
2022
Q2 		$60K Hold
1,244
– – ﹤0.01% 2029
2022
Q1 		$60K Sell
1,244
-173
-12% -$8.57K ﹤0.01% 2029
2021
Q4 		$72K Buy
1,417
+916
+183% +$46.6K ﹤0.01% 1417
2021
Q3 		$25K Buy
501
+14
+3% +$721 ﹤0.01% 1896
2021
Q2 		$25K Buy
487
+131
+37% +$6.75K ﹤0.01% 1841
2021
Q1 		$18K Buy
+356
New +$18.4K ﹤0.01% 1900

Other funds holding QSIG

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
Jane Street
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
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

IFP Advisors's QSIG Position: Q4 2023 in Review

IFP Advisors sold out of WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) in Q4 2023, closing a stake of 353 shares — an estimated $16.4K sold.

IFP Advisors first reported a position in QSIG in Q1 2021 and held it in 11 quarters. The position peaked at $72K in Q4 2021. 25 funds tracked by Wall St. Rank hold QSIG as of Q4 2023.

  • IFP Advisors reported no remaining WisdomTree U.S. Short Term Corporate Bond Fund position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 353 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q4 2023, an estimated $16.4K.
  • IFP Advisors first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q1 2021 and held it in 11 quarters.
  • IFP Advisors's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $72K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.