LPL Financial
QSIG

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 		$1.99M 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

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

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.