WisdomTree U.S. Short Term Corporate Bond Fund is a publicly traded company on BATS. As of Q3 2025, 24 institutional investors hold shares in this company, with total holdings valued at $37.1M. Prime Capital Investment Advisors, LLC is the largest holder with a position valued at $16.0M.
Overview of institutional ownership in QSIG as of Q3 2025
Institutions with the largest positions in QSIG as of Q3 2025
| Institution | Position Value |
|---|---|
Prime Capital Investment Advisors, LLC RIA/Wealth | $16.0M 0.20% of portfolio |
L LPL Financial LLC Institution | $4.7M 0.00% of portfolio |
I INVENIO WEALTH PARTNERS LLC RIA/Wealth | $3.5M 1.29% of portfolio |
JPMORGAN CHASE & CO Institution | $2.1M 0.00% of portfolio |
WT Wealth Management RIA/Wealth | $2.0M 0.57% of portfolio |
Private Advisor Group, LLC RIA/Wealth | $1.9M 0.01% of portfolio |
Smartleaf Asset Management LLC Long Only Manager | $1.8M 0.11% of portfolio |
JT Stratford LLC RIA/Wealth | $1.6M 0.22% of portfolio |
A Advisor Group Holdings, Inc. Institution | $936.9K 0.00% of portfolio |
CFG Asset Management LLC RIA/Wealth | $531.9K 0.04% of portfolio |
Institutional buying and selling activity for QSIG in Q3 2025
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$701.5K +14.3K shares |
Prime Capital Investment Advisors, LLC RIA/Wealth | +$453.1K +9.3K shares |
I INVENIO WEALTH PARTNERS LLC RIA/Wealth | +$327.2K +6.7K shares |
JT Stratford LLC RIA/Wealth | +$160.4K +3.3K shares |
A Advisor Group Holdings, Inc. Institution | +$125.7K +2.6K shares |
T Team Financial Group, LLC Institution | +$83.7K +1.7K shares |
Private Advisor Group, LLC RIA/Wealth | +$50.8K +1.0K shares |
WT Wealth Management RIA/Wealth | +$39.4K +805.0 shares |
Smartleaf Asset Management LLC Long Only Manager | +$33.0K +674.0 shares |
NBC SECURITIES, INC. RIA/Wealth | +$28.5K +-34.0 shares |
| Institution | Net Sold |
|---|---|
J JANE STREET GROUP, LLC Institution | −$5.9M −121.1K shares |
JPMORGAN CHASE & CO Institution | −$460.5K −9.4K shares |
Concurrent Investment Advisors, LLC RIA/Wealth | −$89.4K −1.8K shares |
B Beacon Financial Advisory LLC RIA/Wealth | −$46.1K −942.0 shares |
Global Retirement Partners, LLC RIA/Wealth | −$21.5K −440.0 shares |
ORG Partners LLC RIA/Wealth | −$4.9K −101.0 shares |
CoreCap Advisors, LLC RIA/Wealth | −$2.4K −49.0 shares |
RFG Advisory Group, LLC RIA/Wealth | −$146.9 −3.0 shares |
Institutions that initiated new positions or completely exited QSIG in Q3 2025
| Institution | Position Value |
|---|---|
NBC SECURITIES, INC. RIA/Wealth | $28.5K 583.0 shares |
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $5.9M 121.1K shares |
Institutions with the largest Call and Put options positions in QSIG as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with QSIG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
I INVENIO WEALTH PARTNERS LLC RIA/Wealth | 1.29% $3.5M |
WT Wealth Management RIA/Wealth | 0.57% $2.0M |
JT Stratford LLC RIA/Wealth | 0.22% $1.6M |
Prime Capital Investment Advisors, LLC RIA/Wealth | 0.20% $16.0M |
Smartleaf Asset Management LLC Long Only Manager | 0.11% $1.8M |
T Team Financial Group, LLC Institution | 0.11% $238.8K |
B Beacon Financial Advisory LLC RIA/Wealth | 0.08% $327.4K |
CFG Asset Management LLC RIA/Wealth | 0.04% $531.9K |
ORG Partners LLC RIA/Wealth | 0.02% $114.5K |
RFG Advisory Group, LLC RIA/Wealth | 0.01% $307.4K |
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