TFG
QSIG

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

Team Financial Group’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 		$299K Sell
6,195
-587
-9% -$28.5K 0.13% 45
2026
Q1 		$329K Buy
6,782
+1,804
+36% +$88.2K 0.15% 32
2025
Q4 		$244K Buy
4,978
+100
+2% +$4.9K 0.11% 42
2025
Q3 		$239K Buy
4,878
+1,710
+54% +$83.6K 0.11% 42
2025
Q2 		$155K Buy
+3,168
New +$154K 0.08% 44
2025
Q1 		– Sell
-4,697
Closed -$226K – 41
2024
Q4 		$226K Buy
4,697
+18
+0.4% +$871 0.13% 35
2024
Q3 		$228K Hold
4,679
– – 0.14% 32
2024
Q2 		$223K Buy
+4,679
New +$223K 0.14% 32
2024
Q1 		– Sell
-3,502
Closed -$168K – 221
2023
Q4 		$168K Buy
3,502
+475
+16% +$22.3K 0.12% 37
2023
Q3 		$141K Buy
+3,027
New +$142K 0.12% 41

Other funds holding QSIG

WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
SWIM
Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return

Team Financial Group's QSIG Position: Q2 2026 in Review

Team Financial Group reduced its WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) stake by 8.7% in Q2 2026, selling an estimated $28.5K and leaving 6,195 shares worth $299K. The position accounts for 0.13% of the portfolio, ranked #45.

Team Financial Group first reported a position in QSIG in Q3 2023 and has held it in 10 quarters since. The position peaked at $329K in Q1 2026. 5 funds tracked by Wall St. Rank hold QSIG as of Q2 2026.

  • Team Financial Group held 6,195 shares of WisdomTree U.S. Short Term Corporate Bond Fund worth $299K as of Q2 2026.
  • Team Financial Group sold 587 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q2 2026, an estimated $28.5K.
  • WisdomTree U.S. Short Term Corporate Bond Fund made up 0.13% of Team Financial Group's portfolio in Q2 2026, its #45 holding.
  • Team Financial Group first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q3 2023 and has held it in 10 quarters since.
  • Team Financial Group's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $329K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.