IFP Advisors
QSIG icon

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% 2106
2022
Q3 		$62K Buy
1,288
+44
+4% +$2.09K ﹤0.01% 2213
2022
Q2 		$60K Hold
1,244
– – ﹤0.01% 2030
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

Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WT Wealth Management
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Smartleaf Asset Management
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
JT Stratford LLC
JT Stratford LLC Gainesville, Georgia $912M AUM 34.38% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $6.54B AUM
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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.