QSIG · WisdomTree U.S. Short-Term Corporate Bond Fund ETF
$48.02
+0.01 (+0.02%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 13
Total Value: $16,893,361
Total Shares: 358,100
Institutional Ownership Trend
13 quarters
Holder Concentration
Across 13 13F filers · Δ vs Dec 31, 2022Top Holder
50.3%
+6.2 pts
Top 5
93.7%
+5.1 pts
Top 10
100.0%
+1.7 pts
HHI
3,206
Highly concentrated+521
Quarterly Activity
vs Dec 31, 2022
New
2
Increased
6
Decreased
4
Sold Out
7
Unchanged
1
Holder count:
-5
Institutional value:
-2.9%
Shares held:
-3.6%
Top Buyers
vs Dec 31, 2022| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mid Private Advisor Group, LLC | +25,503 | 76,255 | |
| Mega LPL Financial LLC | +16,312 | 180,203 | |
| Mid Global Retirement Partners, LLC | +2,176 | 16,226 | |
| Small NewSquare Capital LLC | +430 | 8,745 | |
| Micro DB Wealth Management Group, LLC | +10 | 599 |
Top Sellers
vs Dec 31, 2022| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega JANE STREET GROUP, LLC | −36,800 | 45,966 | |
| Mega UBS Group AG | −1,709 | 403 | |
| Large OSAIC HOLDINGS, INC. | −1,024 | 16,712 | |
| Small Covestor Ltd | −8 | 85 |
Top New Positions
vs Dec 31, 2022| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid IHT Wealth Management, LLC | 4,522 | $213,325 | |
| Mega FMR LLC | 1 | $47 |
Top Sold-Out Positions
vs Dec 31, 2022| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Micro Eldridge Investment Advisors, Inc. | 7,700 | $360,437 | |
| Large Cambridge Investment Research Advisors, Inc. | 7,303 | $341,853 | |
| Small MONECO ADVISORS, LLC | 4,454 | $208,491 | |
| Mid IFP Advisors, Inc | 1,276 | $59,729 | |
| Mid CoreCap Advisors, LLC | 1,159 | $54,252 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega LPL Financial LLC QSIG | $8,501,076 | 50.32% | 180,203 | Shares | 2023-05-10 | |
| Mid Private Advisor Group, LLC QSIG | $3,597,329 | 21.29% | 76,255 | Shares | 2023-05-10 | |
| Mega JANE STREET GROUP, LLC QSIG | $2,168,446 | 12.84% | 45,966 | Shares | 2023-05-16 | |
| Large OSAIC HOLDINGS, INC. QSIG | $788,387 | 4.67% | 16,712 | Shares | 2023-05-12 | |
| Mid Global Retirement Partners, LLC Pension QSIG | $765,461 | 4.53% | 16,226 | Shares | 2023-05-08 | |
| Small NewSquare Capital LLC QSIG | $412,545 | 2.44% | 8,745 | Shares | 2023-05-01 | |
| Mid RFG Advisory, LLC QSIG | $395,468 | 2.34% | 8,383 | Shares | 2023-05-09 | |
| Mid IHT Wealth Management, LLC QSIG | $213,325 | 1.26% | 4,522 | Shares | 2023-05-15 | |
| Micro DB Wealth Management Group, LLC QSIG | $28,257 | 0.17% | 599 | Shares | 2023-05-12 | |
| Mega UBS Group AG QSIG | $19,011 | 0.11% | 403 | Shares | 2023-05-12 | |
| Small Covestor Ltd QSIG | $4,009 | 0.02% | 85 | Shares | 2023-05-15 | |
| Mega FMR LLC QSIG | $47 | 0.00% | 1 | Shares | 2023-05-11 | |
| — PROEQUITIES, INC. QSIG | $0 | 0.00% | 0 | Shares | 2023-05-15 |