PFGIA
QSIG

Patriot Financial Group Insurance Agency’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-2,483
Closed -$118K – 2003
2022
Q2 		$118K Sell
2,483
-1,083
-30% -$51.9K 0.02% 504
2022
Q1 		$173K Sell
3,566
-4,149
-54% -$205K 0.03% 442
2021
Q4 		$390K Buy
7,715
+197
+3% +$10K 0.06% 288
2021
Q3 		$386K Sell
7,518
-12,406
-62% -$639K 0.07% 282
2021
Q2 		$1.03M Sell
19,924
-12,441
-38% -$641K 0.19% 125
2021
Q1 		$1.66M Sell
32,365
-2,697
-8% -$139K 0.38% 41
2020
Q4 		$1.82M Buy
35,062
+29,970
+589% +$1.55M 0.46% 36
2020
Q3 		$263K Buy
5,092
+974
+24% +$50.5K 0.09% 219
2020
Q2 		$213K Buy
4,118
+1,220
+42% +$62.4K 0.08% 227
2020
Q1 		$144K Sell
2,898
-895
-24% -$45.1K 0.07% 263
2019
Q4 		$193K Buy
3,793
+605
+19% +$30.7K 0.07% 232
2019
Q3 		$162K Buy
+3,188
New +$161K 0.07% 239

Other funds holding QSIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
DWMG
DB Wealth Management Group San Diego, California $176M AUM 14.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Patriot Financial Group Insurance Agency's QSIG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) in Q3 2022, closing a stake of 2,483 shares — an estimated $118K sold.

Patriot Financial Group Insurance Agency first reported a position in QSIG in Q3 2019 and held it in 12 quarters. The position peaked at $1.82M in Q4 2020. 15 funds tracked by Wall St. Rank hold QSIG as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree U.S. Short Term Corporate Bond Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,483 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q3 2022, an estimated $118K.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q3 2019 and held it in 12 quarters.
  • Patriot Financial Group Insurance Agency's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $1.82M in Q4 2020.
  • 15 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.