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

WT 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
2026 Q1	$1.9M	Sell	39,255 -2,243	-5%	-$110K	0.57%	50
2025 Q4	$2.03M	Buy	41,498 +1,491	+4%	+$73.1K	0.58%	46
2025 Q3	$1.96M	Buy	40,007 +805	+2%	+$39.4K	0.56%	50
2025 Q2	$1.91M	Sell	39,202 -1,111	-3%	-$53.8K	0.57%	50
2025 Q1	$1.95M	Sell	40,313 -10,028	-20%	-$484K	0.63%	44
2024 Q4	$2.42M	Sell	50,341 -37	-0.1%	-$1.79K	0.76%	39
2024 Q3	$2.45M	Sell	50,378 -63,968	-56%	-$3.1M	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%	+$1.67M	3.26%	5
2023 Q4	$7.5M	Buy	+156,352	New	+$7.35M	2.96%	7

Other funds holding QSIG

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return

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

Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return