WT Wealth Management’s WisdomTree U.S. Short Term Corporate Bond Fund QSIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
39,202
-1,111
| -3% | -$54.2K | 0.57% | 50 |
|
|
2025
Q1 | $1.95M | Sell |
40,313
-10,028
| -20% | -$486K | 0.63% | 44 |
|
|
2024
Q4 | $2.42M | Sell |
50,341
-37
| -0.1% | -$1.78K | 0.76% | 39 |
|
|
2024
Q3 | $2.45M | Sell |
50,378
-63,968
| -56% | -$3.11M | 0.78% | 39 |
|
|
2024
Q2 | $5.44M | Sell |
114,346
-76,870
| -40% | -$3.66M | 1.86% | 16 |
|
|
2024
Q1 | $9.12M | Buy |
191,216
+34,864
| +22% | +$1.66M | 3.26% | 5 |
|
|
2023
Q4 | $7.5M | Buy |
+156,352
| New | +$7.5M | 2.96% | 7 |
|