MONECO Advisors’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

MONECO Advisors’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
2023 Q1	–	Sell	-4,454	Closed	-$208K	–	330
2022 Q4	$208K	Hold	4,454	–	–	0.08%	254
2022 Q3	$206K	Sell	4,454 -864	-16%	-$41K	0.08%	232
2022 Q2	$253K	Sell	5,318 -12,123	-70%	-$581K	0.1%	205
2022 Q1	$849K	Sell	17,441 -13,823	-44%	-$685K	0.31%	73
2021 Q4	$1.56M	Sell	31,264 -26,136	-46%	-$1.33M	0.59%	37
2021 Q3	$2.94M	Sell	57,400 -938	-2%	-$48.3K	1.16%	15
2021 Q2	$3M	Sell	58,338 -5,356	-8%	-$276K	1.38%	14
2021 Q1	$3.27M	Buy	63,694 +333	+0.5%	+$17.2K	1.59%	10
2020 Q4	$3.28M	Sell	63,361 -9,002	-12%	-$466K	1.81%	11
2020 Q3	$3.73M	Buy	72,363 +58,727	+431%	+$3.05M	2.38%	8
2020 Q2	$705K	Buy	+13,636	New	+$697K	0.55%	43

Other funds holding QSIG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

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

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MONECO Advisors's QSIG Position: Q1 2023 in Review

MONECO Advisors sold out of WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) in Q1 2023, closing a stake of 4,454 shares — an estimated $208K sold.

MONECO Advisors first reported a position in QSIG in Q2 2020 and held it in 11 quarters. The position peaked at $3.73M in Q3 2020. 15 funds tracked by Wall St. Rank hold QSIG as of Q1 2023.

MONECO Advisors reported no remaining WisdomTree U.S. Short Term Corporate Bond Fund position as of Q1 2023 after selling out during the quarter.
MONECO Advisors sold 4,454 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q1 2023, an estimated $208K.
MONECO Advisors first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q2 2020 and held it in 11 quarters.
MONECO Advisors's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $3.73M in Q3 2020.
15 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q1 2023.

Based on MONECO Advisors's 13F filing for Q1 2023, filed 12 May 2023.