NFSG
QSIG

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

Newbridge Financial Services 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
2023
Q1 		– Sell
-295
Closed -$13.8K – 1489
2022
Q4 		$13.8K Hold
295
– – 0.01% 831
2022
Q3 		$14K Hold
295
– – 0.01% 806
2022
Q2 		$14K Hold
295
– – 0.01% 771
2022
Q1 		$14K Hold
295
– – 0.01% 847
2021
Q4 		$15K Hold
295
– – 0.01% 822
2021
Q3 		$15K Buy
+295
New +$15.2K 0.01% 758

Other funds holding QSIG

LPL Financial
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
RA
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Newbridge Financial Services Group's QSIG Position: Q1 2023 in Review

Newbridge Financial Services Group sold out of WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) in Q1 2023, closing a stake of 295 shares — an estimated $13.8K sold.

Newbridge Financial Services Group first reported a position in QSIG in Q3 2021 and held it in 6 quarters. The position peaked at $15K in Q4 2021. 15 funds tracked by Wall St. Rank hold QSIG as of Q1 2023.

  • Newbridge Financial Services Group reported no remaining WisdomTree U.S. Short Term Corporate Bond Fund position as of Q1 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 295 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q1 2023, an estimated $13.8K.
  • Newbridge Financial Services Group first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q3 2021 and held it in 6 quarters.
  • Newbridge Financial Services Group's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $15K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q1 2023.

Based on Newbridge Financial Services Group's 13F filing for Q1 2023, filed 18 Apr 2023.