NC
QSIG

NewSquare Capital’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

NewSquare Capital’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
Q1 		$704K Buy
14,503
+843
+6% +$41.2K 0.06% 146
2025
Q4 		$669K Buy
13,660
+2,794
+26% +$137K 0.06% 145
2025
Q3 		$532K Buy
10,866
+187
+2% +$9.14K 0.04% 154
2025
Q2 		$521K Buy
10,679
+351
+3% +$17K 0.04% 147
2025
Q1 		$500K Sell
10,328
-11
-0.1% -$531 0.04% 148
2024
Q4 		$497K Buy
10,339
+567
+6% +$27.4K 0.04% 145
2024
Q3 		$477K Buy
9,772
+42
+0.4% +$2.04K 0.04% 147
2024
Q2 		$463K Buy
9,730
+280
+3% +$13.3K 0.04% 141
2024
Q1 		$451K Buy
9,450
+3,605
+62% +$172K 0.04% 143
2023
Q4 		$280K Buy
5,845
+135
+2% +$6.34K 0.03% 146
2023
Q3 		$266K Sell
5,710
-3,145
-36% -$147K 0.03% 148
2023
Q2 		$415K Buy
8,855
+110
+1% +$5.19K 0.04% 139
2023
Q1 		$413K Buy
8,745
+430
+5% +$20.2K 0.05% 140
2022
Q4 		$389K Buy
8,315
+325
+4% +$15.1K 0.05% 141
2022
Q3 		$369K Buy
7,990
+260
+3% +$12.4K 0.05% 138
2022
Q2 		$367K Sell
7,730
-2,365
-23% -$113K 0.05% 134
2022
Q1 		$491K Buy
10,095
+3,785
+60% +$187K 0.05% 142
2021
Q4 		$319K Buy
6,310
+1,185
+23% +$60.3K 0.03% 146
2021
Q3 		$263K Buy
+5,125
New +$264K 0.03% 148

Other funds holding QSIG

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return

NewSquare Capital's QSIG Position: Q1 2026 in Review

NewSquare Capital increased its WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) stake by 6.2% in Q1 2026, buying an estimated $41.2K and bringing the position to 14,503 shares worth $704K. The position accounts for 0.06% of the portfolio, ranked #146.

NewSquare Capital first reported a position in QSIG in Q3 2021 and has held it in 19 quarters since. 24 funds tracked by Wall St. Rank hold QSIG as of Q1 2026.

  • NewSquare Capital held 14,503 shares of WisdomTree U.S. Short Term Corporate Bond Fund worth $704K as of Q1 2026.
  • NewSquare Capital bought 843 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q1 2026, an estimated $41.2K.
  • WisdomTree U.S. Short Term Corporate Bond Fund made up 0.06% of NewSquare Capital's portfolio in Q1 2026, its #146 holding.
  • NewSquare Capital first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q3 2021 and has held it in 19 quarters since.
  • 24 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.