Kestra Advisory Services’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

Kestra Advisory Services’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 Q1	$1.2M	Buy	24,830 +21,688	+690%	+$1.06M	﹤0.01%	1598
2025 Q4	$154K	Buy	+3,142	New	+$154K	﹤0.01%	3098
2024 Q1	–	Sell	-13,933	Closed	-$668K	–	2541
2023 Q4	$668K	Buy	+13,933	New	+$655K	0.01%	1347
2022 Q3	–	Sell	-30,756	Closed	-$1.46M	–	2259
2022 Q2	$1.46M	Buy	+30,756	New	+$1.47M	0.02%	795

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 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

WWM

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

JSL

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

Kestra Advisory Services's QSIG Position: Q1 2026 in Review

Kestra Advisory Services increased its WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) stake by 690% in Q1 2026, buying an estimated $1.06M and bringing the position to 24,830 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Kestra Advisory Services first reported a position in QSIG in Q2 2022 and has held it in 4 quarters since. The position peaked at $1.46M in Q2 2022. 24 funds tracked by Wall St. Rank hold QSIG as of Q1 2026.

Kestra Advisory Services held 24,830 shares of WisdomTree U.S. Short Term Corporate Bond Fund worth $1.2M as of Q1 2026.
Kestra Advisory Services bought 21,688 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q1 2026, an estimated $1.06M.
WisdomTree U.S. Short Term Corporate Bond Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1598 holding.
Kestra Advisory Services first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q2 2022 and has held it in 4 quarters since.
Kestra Advisory Services's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $1.46M in Q2 2022.
24 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.