QSIG Institutional Ownership
WisdomTree U.S. Short-Term Corporate Bond Fund
1W: -0.1%
1M: -1.6%
3M: -2.4%
YTD: -3.0%
1Y: -2.9%
3Y: +9.6%
5Y: -0.9%
$47.24
-0.04 (-0.10%)
Weekly Expected Move ±0.5%
$47
$47
$47
$47
$48
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — QSIG
31
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
44M
Total Invested
6
New Positions
9
Increased
11
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (32 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Prime Capital Investment Advisors, LLC | 357,636 | 17M | +52 | +0.0% | 13Q | SEC ↗ |
| 2 | LPL Financial LLC | 140,532 | 7M | -8,164 | -5.5% | 27Q | SEC ↗ |
| 3 | JPMORGAN CHASE & CO | 79,080 | 4M | -7,674 | -8.8% | 6Q | SEC ↗ |
| 4 | INVENIO WEALTH PARTNERS LLC | 73,862 | 3M | -1,101 | -1.5% | 12Q | SEC ↗ |
| 5 | WT Wealth Management | 44,131 | 2M | +4,876 | +12.4% | 11Q | SEC ↗ |
| 6 | Smartleaf Asset Management LLC | 41,304 | 2M | — | +0.0% | 11Q | SEC ↗ |
| 7 | JT Stratford LLC | 40,112 | 2M | +1,549 | +4.0% | 12Q | SEC ↗ |
| 8 | JANE STREET GROUP, LLC | 26,827 | 1M | -67,831 | -71.7% | 3Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 26,230 | 1M | -68,868 | -72.4% | 26Q | SEC ↗ |
| 10 | WealthPoint Financial, LLC | 15,152 | 716K | +605 | +4.2% | 3Q | SEC ↗ |
| 11 | NewSquare Capital LLC | 14,768 | 698K | +265 | +1.8% | 20Q | SEC ↗ |
| 12 | Concurrent Investment Advisors, LLC | 8,946 | 423K | -1,367 | -13.3% | 6Q | SEC ↗ |
| 13 | W.H. Cornerstone Investments Inc. NEW | 8,340 | 394K | — | +0.0% | 1Q | SEC ↗ |
| 14 | FLOW TRADERS U.S. LLC NEW | 6,414 | 303K | — | +0.0% | 1Q | SEC ↗ |
| 15 | RFG Advisory, LLC | 6,299 | 298K | +29 | +0.5% | 21Q | SEC ↗ |
| 16 | Team Financial Group, LLC | 6,195 | 293K | -587 | -8.7% | 5Q | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 5,326 | 252K | +531 | +11.1% | 11Q | SEC ↗ |
| 18 | Beacon Financial Advisory LLC | 5,316 | 251K | -8 | -0.2% | 6Q | SEC ↗ |
| 19 | HARBOUR INVESTMENTS, INC. | 3,149 | 149K | +165 | +5.5% | 11Q | SEC ↗ |
| 20 | Global Retirement Partners, LLC NEW | 2,094 | 99K | — | +0.0% | 1Q | SEC ↗ |
| 21 | CoreCap Advisors, LLC | 760 | 36K | — | +0.0% | 10Q | SEC ↗ |
| 22 | LANARK FINANCIAL, INC. | 512 | 24K | — | +0.0% | 6Q | SEC ↗ |
| 23 | Covestor Ltd | 279 | 13K | +10 | +3.7% | 19Q | SEC ↗ |
| 24 | Institute for Wealth Management, LLC. NEW | 100 | 5K | — | +0.0% | 1Q | SEC ↗ |
| 25 | CREATIVE FINANCIAL DESIGNS INC /ADV | 86 | 4K | — | +0.0% | 6Q | SEC ↗ |
| 26 | MERCER GLOBAL ADVISORS INC /ADV NEW | 27 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 27 | FMR LLC NEW | 1 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Smallwood Wealth Investment Management | 0 | 0K | — | — | 6Q | SEC ↗ |
| 29 | EJMK Ventures LLC | 0 | 0K | -10,848 | -100.0% | 1Q | SEC ↗ |
| 30 | TopTier Wealth Management, LLC | 0 | 0K | -523 | -100.0% | 1Q | SEC ↗ |
| 31 | Kestra Advisory Services, LLC | 0 | 0K | -24,830 | -100.0% | 2Q | SEC ↗ |
| 32 | Private Advisor Group, LLC | 0 | 0K | -44,313 | -100.0% | 24Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| W.H. Cornerstone Investments Inc. | 8,340 | 394K |
| FLOW TRADERS U.S. LLC | 6,414 | 303K |
| Global Retirement Partners, LLC | 2,094 | 99K |
| Institute for Wealth Management, LL | 100 | 5K |
| MERCER GLOBAL ADVISORS INC /ADV | 27 | 1K |
| FMR LLC | 1 | 0K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Private Advisor Group, LLC | 44,313 | 2M |
| Kestra Advisory Services, LLC | 24,830 | 1M |
| EJMK Ventures LLC | 10,848 | 512K |
| TopTier Wealth Management, LLC | 523 | 25K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WT Wealth Management | +4,876 | +12.4% | 44,131 |
| JT Stratford LLC | +1,549 | +4.0% | 40,112 |
| WealthPoint Financial, LLC | +605 | +4.2% | 15,152 |
| Bank of New York Mellon Corp | +531 | +11.1% | 5,326 |
| NewSquare Capital LLC | +265 | +1.8% | 14,768 |
| HARBOUR INVESTMENTS, INC. | +165 | +5.5% | 3,149 |
| Prime Capital Investment Advisors, | +52 | +0.0% | 357,636 |
| RFG Advisory, LLC | +29 | +0.5% | 6,299 |
| Covestor Ltd | +10 | +3.7% | 279 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | -68,868 | -72.4% | 26,230 |
| JANE STREET GROUP, LLC | -67,831 | -71.7% | 26,827 |
| LPL Financial LLC | -8,164 | -5.5% | 140,532 |
| JPMORGAN CHASE & CO | -7,674 | -8.8% | 79,080 |
| Concurrent Investment Advisors, LLC | -1,367 | -13.3% | 8,946 |
| INVENIO WEALTH PARTNERS LLC | -1,101 | -1.5% | 73,862 |
| Team Financial Group, LLC | -587 | -8.7% | 6,195 |
| Beacon Financial Advisory LLC | -8 | -0.2% | 5,316 |