QSIG institutional holders

WisdomTree U.S. Short Term Corporate Bond Fund · 27 reporting institutions · $43.8M reported value

Funds that can replace QSIG · QSIG return decomposition

Institutional holdings

Institutions reporting QSIG, largest first
InstitutionReported positionAdvisors at firmReport period
Prime Capital Financial$17.3M2652026-06-30
Lpl Financial LLC$6.8M23,4582026-06-30
Jpmorgan Chase & Co$3.8M02026-06-30
Invenio Wealth Partners, LLC$3.6M22026-06-30
Wt Wealth Management$2.1M132026-06-30
Smartleaf Asset Management LLC$2M92026-06-30
Jt Stratford, LLC$1.9M182026-06-30
Jane Street Group, LLC$1.3M02026-06-30
Osaic Holdings, Inc.$1.3M02026-06-30
Wealthpoint Advisors$732.2K32026-06-30
Newsquare Capital, LLC$713.7K62026-06-30
Concurrent Investment Advisors, LLC$432.3K3492026-06-30
W.H. Cornerstone Investments Inc.$403K42026-06-30
Rfg Advisory, LLC$304.4K1912026-06-30
Team Financial Group, LLC$299.4K62026-06-30
Bank of New York Mellon Corp$257.4K02026-06-30
Beacon Financial Advisory LLC$256.9K132026-06-30
Harbour Investments, Inc.$152.2K2472026-06-30
Global Retirement Partners LLC$101.2K4912026-06-30
Corecap Advisors, LLC$36.7K1182026-06-30
Lanark Financial, Inc.$24.7K692026-06-30
Institute for Wealth Management, Llc.$4.8K132026-06-30
Creative Financial Designs Inc /adv$4.2K02026-06-30
Flow Traders U.S. LLC$31002026-06-30
Fmr LLC$4802026-06-30
Smallwood Wealth Investment Management, LLC$2662026-06-30
Interactive Advisers, Interactive Advisors$1332026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-06-30