IFWM
QSIG

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

Institute for 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
2026
Q2 		$4.83K Buy
+100
New +$4.85K ﹤0.01% 1462

Other funds holding QSIG

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
WF
WealthPoint Financial Cramerton, North Carolina $137M AUM
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
WHCI
W.H. Cornerstone Investments Kingston, Massachusetts $177M AUM 17.27% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Institute for Wealth Management's QSIG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) in Q2 2026: 100 shares worth $4.83K. The stake represents ﹤0.01% of the portfolio and ranks #1462 among its holdings.

18 funds tracked by Wall St. Rank hold QSIG as of Q2 2026.

  • Institute for Wealth Management held 100 shares of WisdomTree U.S. Short Term Corporate Bond Fund worth $4.83K as of Q2 2026.
  • WisdomTree U.S. Short Term Corporate Bond Fund was a new Institute for Wealth Management position in Q2 2026.
  • WisdomTree U.S. Short Term Corporate Bond Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1462 holding.
  • 18 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.