QSIG

WisdomTree U.S. Short Term Corporate Bond Fund
QSIG

Overview Fund Activity

29 hedge funds and large institutions have $43.3M invested in WisdomTree U.S. Short Term Corporate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$3.94M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.02M
3
LPL Financial
LPL Financial
California
+$3.02M
4
Jane Street
Jane Street
New York
+$2.35M
5
BFA
Beacon Financial Advisory
Ohio
+$461K

Top Sellers

1
WWM
WT Wealth Management
Arizona
-$486K
2
TFG
Team Financial Group
California
-$226K
3
RA
RFG Advisory
Alabama
-$44.4K
4
PAG
Private Advisor Group
New Jersey
-$26.8K
5
T
Transce3nd
Texas
-$12.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
1
Prime Capital Investment Advisors
Kansas
$15.3M +$3.94M +81,280 +35%
LPL Financial
2
LPL Financial
California
$4.72M +$3.02M +62,417 +178%
Jane Street
3
Jane Street
New York
$4.12M +$2.35M +48,523 +132%
IWP
4
Invenio Wealth Partners
Florida
$3.08M +$130K +2,686 +4%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.02M +$3.02M +62,446 New
WWM
6
WT Wealth Management
Arizona
$1.95M -$486K -10,028 -20%
PAG
7
Private Advisor Group
New Jersey
$1.79M -$26.8K -553 -1%
SAM
8
Smartleaf Asset Management
Massachusetts
$1.73M +$22.3K +461 +1%
AI
9
Atria Investments
North Carolina
$1.42M +$72.1K +1,489 +5%
JSL
10
JT Stratford LLC
Georgia
$1.39M +$213K +4,401 +18%
DFP
11
Defined Financial Planning
California
$1.35M +$80.5K +1,660 +6%
Osaic Holdings
12
Osaic Holdings
Arizona
$710K +$84.9K +1,753 +14%
NC
13
NewSquare Capital
Pennsylvania
$500K -$533 -11 -0.1%
Mariner
14
Mariner
Kansas
$485K +$2.66K +55 +0.6%
BFA
15
Beacon Financial Advisory
Ohio
$461K +$461K +9,514 New
CIA
16
Concurrent Investment Advisors
Florida
$435K +$435K +8,991 New
RA
17
RFG Advisory
Alabama
$311K -$44.4K -917 -12%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$206K +$194 +4 +0.1%
OP
19
ORG Partners
Indiana
$79.6K +$47.4K +978 +147%
HI
20
Harbour Investments
Wisconsin
$79K +$1.45K +30 +2%
CA
21
CoreCap Advisors
Michigan
$39.9K -$2.18K -45 -5%
WF
22
Wayfinding Financial
Washington
$33K +$33K +682 New
NS
23
NBC Securities
Alabama
$31K +$31K +650 New
PA
24
PSI Advisors
Florida
$30.3K +$30.3K +625 New
C
25
Covestor
United Kingdom
$11K +$4.08K +82 +59%
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