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 Q3	$128K	Sell	2,712 -3,483	-56%	-$167K	0.05%	82
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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

JT Stratford LLC Gainesville, Georgia $939M AUM 23.87% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

W.H. Cornerstone Investments Kingston, Massachusetts $181M AUM 12.35% 1-Year Est. Return

Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

Team Financial Group's QSIG Position: Q3 2026 in Review

Team Financial Group reduced its WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) stake by 56% in Q3 2026, selling an estimated $167K and leaving 2,712 shares worth $128K. The position accounts for 0.05% of the portfolio, ranked #82.

Team Financial Group first reported a position in QSIG in Q3 2023 and has held it in 11 quarters since. The position peaked at $329K in Q1 2026. 26 funds tracked by Wall St. Rank hold QSIG as of Q3 2026.

Team Financial Group held 2,712 shares of WisdomTree U.S. Short Term Corporate Bond Fund worth $128K as of Q3 2026.
Team Financial Group sold 3,483 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q3 2026, an estimated $167K.
WisdomTree U.S. Short Term Corporate Bond Fund made up 0.05% of Team Financial Group's portfolio in Q3 2026, its #82 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 11 quarters since.
Team Financial Group's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $329K in Q1 2026.
26 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.