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

LPL Financial’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	$6.79M	Sell	140,532 -8,164	-5%	-$396K	﹤0.01%	2515
2026 Q1	$7.21M	Buy	148,696 +9,044	+6%	+$442K	﹤0.01%	2299
2025 Q4	$6.84M	Buy	139,652 +43,037	+45%	+$2.11M	﹤0.01%	2268
2025 Q3	$4.73M	Buy	96,615 +14,330	+17%	+$701K	﹤0.01%	2521
2025 Q2	$4.01M	Sell	82,285 -15,180	-16%	-$736K	﹤0.01%	2492
2025 Q1	$4.72M	Buy	97,465 +62,417	+178%	+$3.01M	﹤0.01%	2195
2024 Q4	$1.68M	Sell	35,048 -108,622	-76%	-$5.26M	﹤0.01%	3025
2024 Q3	$7.02M	Buy	143,670 +753	+0.5%	+$36.5K	﹤0.01%	1726
2024 Q2	$6.8M	Buy	142,917 +12,428	+10%	+$591K	﹤0.01%	1633
2024 Q1	$6.22M	Sell	130,489 -29,801	-19%	-$1.42M	﹤0.01%	1629
2023 Q4	$7.69M	Buy	160,290 +2,583	+2%	+$121K	﹤0.01%	1411
2023 Q3	$7.34M	Buy	157,707 +3,472	+2%	+$163K	0.01%	1352
2023 Q2	$7.23M	Sell	154,235 -25,968	-14%	-$1.22M	0.01%	1343
2023 Q1	$8.5M	Buy	180,203 +16,312	+10%	+$767K	0.01%	1188
2022 Q4	$7.66M	Buy	163,891 +5,097	+3%	+$237K	0.01%	1197
2022 Q3	$7.34M	Buy	158,794 +24,637	+18%	+$1.17M	0.01%	1122
2022 Q2	$6.37M	Buy	134,157 +118,002	+730%	+$5.65M	0.01%	1233
2022 Q1	$786K	Sell	16,155 -608	-4%	-$30.1K	﹤0.01%	2818
2021 Q4	$848K	Sell	16,763 -3,446	-17%	-$175K	﹤0.01%	2804
2021 Q3	$1.04M	Sell	20,209 -3,330	-14%	-$171K	﹤0.01%	2584
2021 Q2	$1.21M	Sell	23,539 -17,150	-42%	-$883K	﹤0.01%	2410
2021 Q1	$2.09M	Buy	40,689 +2,398	+6%	+$124K	﹤0.01%	1804
2020 Q4	$1.98M	Buy	38,291 +8,364	+28%	+$433K	﹤0.01%	1678
2020 Q3	$1.54M	Sell	29,927 -354	-1%	-$18.4K	﹤0.01%	1606
2020 Q2	$1.57M	Sell	30,281 -10,497	-26%	-$537K	﹤0.01%	1511
2020 Q1	$2.03M	Buy	40,778 +36,273	+805%	+$1.83M	﹤0.01%	1187
2019 Q4	$229K	Buy	+4,505	New	+$229K	﹤0.01%	2997

Other funds holding QSIG

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

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

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

LPL Financial's QSIG Position: Q2 2026 in Review

LPL Financial reduced its WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) stake by 5.5% in Q2 2026, selling an estimated $396K and leaving 140,532 shares worth $6.79M. The position accounts for ﹤0.01% of the portfolio, ranked #2515.

LPL Financial first reported a position in QSIG in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.5M in Q1 2023. 26 funds tracked by Wall St. Rank hold QSIG as of Q2 2026.

LPL Financial held 140,532 shares of WisdomTree U.S. Short Term Corporate Bond Fund worth $6.79M as of Q2 2026.
LPL Financial sold 8,164 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q2 2026, an estimated $396K.
WisdomTree U.S. Short Term Corporate Bond Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2515 holding.
LPL Financial first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q4 2019 and has held it in 27 quarters since.
LPL Financial's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $8.5M in Q1 2023.
26 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.