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

Sowell Financial Services’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
2021 Q2	–	Sell	-3,726	Closed	-$192K	–	2821
2021 Q1	$192K	Buy	3,726 +483	+15%	+$24.9K	0.01%	1077
2020 Q4	$168K	Buy	3,243 +357	+12%	+$18.5K	0.01%	920
2020 Q3	$149K	Buy	2,886 +536	+23%	+$27.8K	0.01%	831
2020 Q2	$122K	Sell	2,350 -26	-1%	-$1.33K	0.01%	907
2020 Q1	$118K	Buy	2,376 +1,710	+257%	+$86.3K	0.01%	797
2019 Q4	$34K	Buy	666 +609	+1,068%	+$30.9K	﹤0.01%	1286
2019 Q3	$3K	Buy	+57	New	+$2.88K	﹤0.01%	1996

Other funds holding QSIG

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DWMG

DB Wealth Management Group San Diego, California $176M AUM 14.41% 1-Year Est. Return

Sowell Financial Services's QSIG Position: Q2 2021 in Review

Sowell Financial Services sold out of WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) in Q2 2021, closing a stake of 3,726 shares — an estimated $192K sold.

Sowell Financial Services first reported a position in QSIG in Q3 2019 and held it in 7 quarters. The position peaked at $192K in Q1 2021. 20 funds tracked by Wall St. Rank hold QSIG as of Q2 2021.

Sowell Financial Services reported no remaining WisdomTree U.S. Short Term Corporate Bond Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 3,726 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q2 2021, an estimated $192K.
Sowell Financial Services first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $192K in Q1 2021.
20 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.