Smallwood Wealth Investment Management’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History

Smallwood Wealth Investment Management’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 Q2	–	Hold	0	–	–	–	515
2026 Q1	–	Hold	0	–	–	–	510
2025 Q4	–	Sell	-1	Closed	-$49	–	504
2025 Q3	$75	Hold	1	–	–	﹤0.01%	501
2025 Q2	$75	Hold	1	–	–	﹤0.01%	540
2025 Q1	$74	Buy	+1	New	+$48	﹤0.01%	482

Other funds holding QSIG

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

WealthPoint Financial Cramerton, North Carolina $137M AUM

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

Beacon Financial Advisory Cleveland, Ohio $508M AUM 24.22% 1-Year Est. Return

Smallwood Wealth Investment Management's QSIG Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) position steady in Q2 2026 at 0 shares worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Smallwood Wealth Investment Management first reported a position in QSIG in Q1 2025 and has held it in 3 quarters since. The position peaked at $75 in Q3 2025. 15 funds tracked by Wall St. Rank hold QSIG as of Q2 2026.

Smallwood Wealth Investment Management held 0 shares of WisdomTree U.S. Short Term Corporate Bond Fund worth $26 as of Q2 2026.
Smallwood Wealth Investment Management left its WisdomTree U.S. Short Term Corporate Bond Fund share count unchanged in Q2 2026.
WisdomTree U.S. Short Term Corporate Bond Fund made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #515 holding.
Smallwood Wealth Investment Management first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q1 2025 and has held it in 3 quarters since.
Smallwood Wealth Investment Management's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $75 in Q3 2025.
15 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.