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

Invenio Wealth Partners’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	$3.57M	Sell	73,862 -1,101	-1%	-$53.4K	1.28%	20
2026 Q1	$3.64M	Buy	74,963 +929	+1%	+$45.4K	1.44%	18
2025 Q4	$3.63M	Buy	74,034 +2,506	+4%	+$123K	1.35%	23
2025 Q3	$3.5M	Buy	71,528 +6,684	+10%	+$327K	1.27%	23
2025 Q2	$3.16M	Buy	64,844 +1,347	+2%	+$65.3K	1.26%	22
2025 Q1	$3.08M	Buy	63,497 +2,686	+4%	+$130K	1.29%	23
2024 Q4	$2.92M	Buy	60,811 +4,271	+8%	+$207K	1.22%	21
2024 Q3	$2.76M	Buy	56,540 +2,841	+5%	+$138K	1.19%	22
2024 Q2	$2.56M	Buy	53,699 +6,122	+13%	+$291K	1.27%	23
2024 Q1	$2.27M	Buy	47,577 +13,087	+38%	+$625K	1.22%	22
2023 Q4	$1.65M	Buy	34,490 +10,051	+41%	+$472K	1.2%	22
2023 Q3	$1.14M	Buy	+24,439	New	+$1.14M	1.03%	26

Other funds holding QSIG

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

JSL

JT Stratford LLC Gainesville, Georgia $912M AUM 34.38% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthPoint Financial Cramerton, North Carolina $137M AUM

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Invenio Wealth Partners's QSIG Position: Q2 2026 in Review

Invenio Wealth Partners reduced its WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) stake by 1.5% in Q2 2026, selling an estimated $53.4K and leaving 73,862 shares worth $3.57M. The position accounts for 1.28% of the portfolio, ranked #20.

Invenio Wealth Partners first reported a position in QSIG in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.64M in Q1 2026. 26 funds tracked by Wall St. Rank hold QSIG as of Q2 2026.

Invenio Wealth Partners held 73,862 shares of WisdomTree U.S. Short Term Corporate Bond Fund worth $3.57M as of Q2 2026.
Invenio Wealth Partners sold 1,101 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q2 2026, an estimated $53.4K.
WisdomTree U.S. Short Term Corporate Bond Fund made up 1.28% of Invenio Wealth Partners's portfolio in Q2 2026, its #20 holding.
Invenio Wealth Partners first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q3 2023 and has held it in 12 quarters since.
Invenio Wealth Partners's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $3.64M in Q1 2026.
26 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.