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

Professional Financial 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
2022 Q4	–	Sell	-524	Closed	-$24K	–	487
2022 Q3	$24K	Buy	524 +3	+0.6%	+$143	0.01%	208
2022 Q2	$25K	Buy	521 +2	+0.4%	+$96	0.01%	209
2022 Q1	$25K	Buy	519 +112	+28%	+$5.55K	0.01%	221
2021 Q4	$21K	Buy	+407	New	+$20.7K	0.01%	246

Other funds holding QSIG

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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

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

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

EIA

Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return

Professional Financial Advisors's QSIG Position: Q4 2022 in Review

Professional Financial Advisors sold out of WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) in Q4 2022, closing a stake of 524 shares — an estimated $24K sold.

Professional Financial Advisors first reported a position in QSIG in Q4 2021 and held it in 4 quarters. The position peaked at $25K in Q2 2022. 17 funds tracked by Wall St. Rank hold QSIG as of Q4 2022.

Professional Financial Advisors reported no remaining WisdomTree U.S. Short Term Corporate Bond Fund position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 524 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q4 2022, an estimated $24K.
Professional Financial Advisors first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q4 2021 and held it in 4 quarters.
Professional Financial Advisors's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $25K in Q2 2022.
17 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.