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WisdomTree U.S. Short-Term Corporate Bond Fund (QSIG) Institutional Ownership

$48.48 +0.04 (+0.08%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Short-Term Corporate Bond Fund (BATS:QSIG)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$16.44M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.39M
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QSIG Institutional Buying and Selling by Quarter

WisdomTree U.S. Short-Term Corporate Bond Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2026 Team Financial Group LLC6,782$329K0.1%+36.2%0.678%
4/30/2026 Kestra Advisory Services LLC24,830$1.21M0.0%+690.3%2.483%
4/28/2026 Beacon Financial Advisory LLC5,324$258K0.1%-7.6%0.532%
4/27/2026 Private Advisor Group LLC44,313$2.15M0.0%+6.3%4.431%
4/22/2026 WT Wealth Management39,255$1.91M0.6%-5.4%3.926%
3/3/2026 EJMK Ventures LLC10,848$531K0.3%N/A1.085%
2/19/2026 WealthPoint Financial LLC13,314$652K0.6%N/A1.331%
2/17/2026Osaic Holdings Inc.26,236$1.29M0.0%+37.0%2.624%
2/17/2026 Beacon Financial Advisory LLC5,764$282K0.1%-13.8%0.576%
2/13/2026 Kestra Advisory Services LLC3,142$154K0.0%N/A0.314%
2/13/2026Smartleaf Asset Management LLC40,249$1.97M0.1%+9.5%4.025%
2/12/2026Jane Street Group LLC5,505$270K0.0%N/A0.551%
2/12/2026JT Stratford LLC33,899$1.66M0.2%+0.9%3.390%
2/11/2026LPL Financial LLC139,652$6.84M0.0%+44.5%13.965%
2/9/2026Harbour Investments Inc.2,307$113K0.0%+22.1%0.231%
2/6/2026Global Retirement Partners LLC3,086$151K0.0%-20.5%0.309%
2/2/2026 WT Wealth Management41,498$2.03M0.6%+3.7%4.150%
1/29/2026 Concurrent Investment Advisors LLC9,583$469K0.0%+6.5%0.958%
1/21/2026Prime Capital Investment Advisors LLC352,206$17.25M0.2%+8.1%35.221%
1/1/2026JPMorgan Chase & Co.43,462$2.13M0.0%-17.8%4.346%
11/17/2025Flow Traders U.S. LLC8,216$402K0.0%N/A0.822%
11/13/2025 Invenio Wealth Partners LLC71,528$3.50M1.3%+10.3%7.153%
11/13/2025 Private Advisor Group LLC38,549$1.89M0.0%+2.8%3.855%
11/12/2025JT Stratford LLC33,594$1.65M0.2%+10.8%3.359%
11/7/2025JPMorgan Chase & Co.43,462$2.13M0.0%-17.8%4.346%
11/5/2025Smartleaf Asset Management LLC36,743$1.80M0.1%+1.9%3.674%
11/5/2025Prime Capital Investment Advisors LLC325,847$15.95M0.2%+2.9%32.585%
10/29/2025 Beacon Financial Advisory LLC6,687$327K0.1%-12.3%0.669%
10/27/2025 Concurrent Investment Advisors LLC9,001$441K0.0%-16.9%0.900%
10/22/2025 WT Wealth Management40,007$1.96M0.6%+2.1%4.001%
10/21/2025Global Retirement Partners LLC3,882$190K0.0%-10.2%0.388%
10/7/2025 Team Financial Group LLC4,878$239K0.1%+54.0%0.542%
9/10/2025 WT Wealth Management39,202$1.91M0.6%-2.8%4.356%
9/4/2025Osaic Holdings Inc.16,585$809K0.0%+13.2%1.843%
8/15/2025Smartleaf Asset Management LLC36,069$1.76M0.2%+0.8%4.008%
8/14/2025Jane Street Group LLC121,127$5.91M0.0%+42.3%13.459%
8/13/2025JT Stratford LLC30,317$1.48M0.2%+5.3%3.369%
8/12/2025Global Retirement Partners LLC4,322$211K0.0%N/A0.480%
8/12/2025JPMorgan Chase & Co.52,868$2.58M0.0%-15.3%5.874%
8/11/2025 Invenio Wealth Partners LLC64,844$3.16M1.3%+2.1%7.205%
8/5/2025NewSquare Capital LLC10,679$521K0.0%+3.4%1.187%
7/25/2025 Concurrent Investment Advisors LLC10,827$528K0.0%+20.4%1.203%
7/22/2025 Beacon Financial Advisory LLC7,629$372K0.1%-19.8%0.848%
7/16/2025ORG Partners LLC2,439$119K0.0%+48.5%0.271%
5/19/2025Jane Street Group LLC85,146$4.12M0.0%+132.5%8.515%
5/14/2025Smartleaf Asset Management LLC35,772$1.73M0.2%+1.3%3.577%
5/14/2025JT Stratford LLC28,794$1.40M0.2%+18.0%2.879%
5/7/2025LPL Financial LLC97,465$4.72M0.0%+178.1%9.747%
5/6/2025WT Wealth Management40,313$1.95M0.6%-19.9%4.031%
5/5/2025Private Advisor Group LLC36,934$1.79M0.0%-1.5%3.693%
4/29/2025Concurrent Investment Advisors LLC8,991$435K0.0%N/A0.899%
4/29/2025Wayfinding Financial LLC682$33K0.0%N/A0.068%
4/24/2025Beacon Financial Advisory LLC9,514$461K0.1%N/A0.951%
4/21/2025ORG Partners LLC1,642$80K0.0%N/A0.164%
4/21/2025PSI Advisors LLC625$30K0.0%N/A0.063%
4/16/2025Defined Financial Planning LLC27,867$1.35M1.4%+6.3%2.787%
4/9/2025RFG Advisory LLC6,429$311K0.0%-12.5%0.643%
4/9/2025NBC Securities Inc.650$31K0.0%N/A0.065%
2/18/2025JT Stratford LLC24,393$1.17M0.2%N/A0.000%
2/17/2025CoreCap Advisors LLC868$42K0.0%N/A0.000%
2/14/2025Jane Street Group LLC36,623$1.76M0.0%N/A0.000%
2/13/2025Defined Financial Planning LLC26,207$1.26M1.3%N/A0.000%
2/13/2025Mariner LLC9,961$479K0.0%N/A0.000%
2/12/2025Invenio Wealth Partners LLC60,811$2.92M1.2%N/A0.000%
2/11/2025LPL Financial LLC35,048$1.68M0.0%N/A0.000%
2/10/2025Harbour Investments Inc.1,602$77K0.0%N/A0.000%
2/6/2025Atria Investments Inc27,889$1.34M0.0%N/A0.000%
2/6/2025NewSquare Capital LLC10,339$497K0.0%N/A0.000%
2/5/2025Smartleaf Asset Management LLC35,311$1.70M0.2%N/A0.000%
2/5/2025WT Wealth Management50,341$2.42M0.8%N/A0.000%
2/4/2025Bank of New York Mellon Corp4,250$204K0.0%N/A0.000%
2/3/2025Private Advisor Group LLC37,487$1.80M0.0%N/A0.000%
1/31/2025Global Retirement Partners LLC58,465$2.81M0.1%N/A0.000%


QSIG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QSIG shares?

During the previous two years, 30 institutional investors and hedge funds held shares of WisdomTree U.S. Short-Term Corporate Bond Fund. The most heavily invested institutionals were Prime Capital Investment Advisors LLC ($17.25M), LPL Financial LLC ($6.84M), Invenio Wealth Partners LLC ($3.50M), Private Advisor Group LLC ($2.15M), JPMorgan Chase & Co. ($2.13M), Smartleaf Asset Management LLC ($1.97M), and WT Wealth Management ($1.91M).Learn more on WisdomTree U.S. Short-Term Corporate Bond Fund's institutional investors.

Which institutional investors have been buying WisdomTree U.S. Short-Term Corporate Bond Fund's stock?

Of the 28 institutional investors that purchased WisdomTree U.S. Short-Term Corporate Bond Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($140.50K), Jane Street Group LLC ($126.63K), Invenio Wealth Partners LLC ($68.84K), Global Retirement Partners LLC ($62.79K), WT Wealth Management ($52.64K), Private Advisor Group LLC ($41.15K), and Smartleaf Asset Management LLC ($40.25K).

How much institutional buying is happening at WisdomTree U.S. Short-Term Corporate Bond Fund?

Institutional investors have bought a total of 337,544 shares in the last 24 months. This purchase volume represents approximately $16.44M in transactions.

Which of WisdomTree U.S. Short-Term Corporate Bond Fund's major shareholders have been selling company stock?

The following institutional investors have sold WisdomTree U.S. Short-Term Corporate Bond Fund stock in the last 24 months: JPMorgan Chase & Co. ($28.39K), WT Wealth Management ($13.38K), Beacon Financial Advisory LLC ($4.19K), Concurrent Investment Advisors LLC ($1.83K), and Global Retirement Partners LLC ($1.24K).

How much institutional selling is happening at WisdomTree U.S. Short-Term Corporate Bond Fund?

Institutional investors have sold a total of 49,024 shares in the last 24 months. This volume of shares sold represents approximately $2.39M in transactions.



This page (BATS:QSIG) was last updated on 5/5/2026 by MarketBeat.com Staff.
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