LFG
QSIG

LifePlan Financial Group’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

LifePlan Financial Group’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
2020
Q3 		$40K Buy
+771
New +$40K 0.02% 267

Other funds holding QSIG

MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LifePlan Financial Group's QSIG Position: Q3 2020 in Review

LifePlan Financial Group opened a new position in WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) in Q3 2020: 771 shares worth $40K. The stake represents 0.02% of the portfolio and ranks #267 among its holdings.

15 funds tracked by Wall St. Rank hold QSIG as of Q3 2020.

  • LifePlan Financial Group held 771 shares of WisdomTree U.S. Short Term Corporate Bond Fund worth $40K as of Q3 2020.
  • WisdomTree U.S. Short Term Corporate Bond Fund was a new LifePlan Financial Group position in Q3 2020.
  • WisdomTree U.S. Short Term Corporate Bond Fund made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #267 holding.
  • 15 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.