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

IHT Wealth 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
2023 Q3	–	Sell	-4,710	Closed	-$221K	–	1033
2023 Q2	$221K	Buy	4,710 +188	+4%	+$8.86K	0.01%	841
2023 Q1	$213K	Buy	+4,522	New	+$213K	0.01%	832

Other funds holding QSIG

PCIA

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

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

JSL

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

IWP

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

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

IHT Wealth Management's QSIG Position: Q3 2023 in Review

IHT Wealth Management sold out of WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) in Q3 2023, closing a stake of 4,710 shares — an estimated $221K sold.

IHT Wealth Management first reported a position in QSIG in Q1 2023 and held it in 2 quarters. The position peaked at $221K in Q2 2023. 20 funds tracked by Wall St. Rank hold QSIG as of Q3 2023.

IHT Wealth Management reported no remaining WisdomTree U.S. Short Term Corporate Bond Fund position as of Q3 2023 after selling out during the quarter.
IHT Wealth Management sold 4,710 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q3 2023, an estimated $221K.
IHT Wealth Management first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q1 2023 and held it in 2 quarters.
IHT Wealth Management's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $221K in Q2 2023.
20 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q3 2023.

Based on IHT Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.