TWM
QSIG

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

Trinity Wealth 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
2023
Q2 		– Sell
-5,487
Closed -$259K – 48
2023
Q1 		$259K Buy
+5,487
New +$258K 0.17% 35

Other funds holding QSIG

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return

Trinity Wealth Management's QSIG Position: Q2 2023 in Review

Trinity Wealth Management sold out of WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) in Q2 2023, closing a stake of 5,487 shares — an estimated $259K sold.

Trinity Wealth Management first reported a position in QSIG in Q1 2023 and held it in 1 quarter. The position peaked at $259K in Q1 2023. 15 funds tracked by Wall St. Rank hold QSIG as of Q2 2023.

  • Trinity Wealth Management reported no remaining WisdomTree U.S. Short Term Corporate Bond Fund position as of Q2 2023 after selling out during the quarter.
  • Trinity Wealth Management sold 5,487 WisdomTree U.S. Short Term Corporate Bond Fund shares in Q2 2023, an estimated $259K.
  • Trinity Wealth Management first reported a position in WisdomTree U.S. Short Term Corporate Bond Fund in Q1 2023 and held it in 1 quarter.
  • Trinity Wealth Management's WisdomTree U.S. Short Term Corporate Bond Fund position peaked at $259K in Q1 2023.
  • 15 funds tracked by Wall St. Rank held WisdomTree U.S. Short Term Corporate Bond Fund as of Q2 2023.

Based on Trinity Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.