OP
QSIG

ORG Partners’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

ORG Partners’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
2025
Q4 		– Sell
-2,338
Closed -$114K – 1793
2025
Q3 		$114K Sell
2,338
-101
-4% -$4.94K 0.02% 436
2025
Q2 		$119K Buy
2,439
+797
+49% +$38.6K 0.03% 398
2025
Q1 		$79.6K Buy
1,642
+978
+147% +$47.2K 0.02% 421
2024
Q4 		$31.9K Buy
+664
New +$32.1K ﹤0.01% 646

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
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
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

ORG Partners's QSIG Position: Q4 2025 in Review

ORG Partners sold out of WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) in Q4 2025, closing a stake of 2,338 shares — an estimated $114K sold.

ORG Partners first reported a position in QSIG in Q4 2024 and held it in 4 quarters. The position peaked at $119K in Q2 2025. 26 funds tracked by Wall St. Rank hold QSIG as of Q4 2025.

  • ORG Partners reported no remaining WisdomTree U.S. Short Term Corporate Bond Fund position as of Q4 2025 after selling out during the quarter.
  • ORG Partners sold 2,338 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q4 2025, an estimated $114K.
  • ORG Partners first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q4 2024 and held it in 4 quarters.
  • ORG Partners's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $119K in Q2 2025.
  • 26 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.