QSIG β€” WISDOMTREE U.S. SHORT TERM CORPORATE BOND FUND

Ownership history in Team Financial Group, LLC  Β·  8 quarters on record

AI Ownership Summary

Team Financial Group, LLC reported WISDOMTREE U.S. SHORT TERM CORPORATE BOND FUND (QSIG) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.14% in 2024 Q2. The latest visible filing shows QSIG at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this QSIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Team Financial Group, LLC's position in WISDOMTREE U.S. SHORT TERM CORPORATE BOND FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

QSIG was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Team Financial Group, LLC held QSIG β€” position size vs. price
% of Fund (quarterly)    QSIG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 4,978 +100 +2.1% 0.11% $244K 2026-02-14 (Est.) $48.84
2025 Q3 ADDED 4,878 +1,710 +54.0% 0.11% $239K 2025-10-07 $47.99
2025 Q2 REDUCED 3,168 -1,529 -32.6% 0.08% $155K 2025-07-22 $47.24
2024 Q4 ADDED 4,697 +18 +0.4% 0.13% $226K 2025-01-21 $45.72
2024 Q3 UNCHANGED 4,679 β€” 0% 0.14% $228K 2024-10-23 $45.35
2024 Q2 ADDED 4,679 +1,177 +33.6% 0.14% $223K 2024-08-13 $45.06
2023 Q4 ADDED 3,502 +475 +15.7% 0.12% $168K 2024-02-14 $43.40
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding QSIG

As of 2026 Q1 β€” sorted by position size

CoreCap Advisors, LLC 3Y 0.0%

FAQ About Team Financial Group, LLC and QSIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Team Financial Group, LLC reported owning QSIG?

Team Financial Group, LLC reported QSIG across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported QSIG position in Team Financial Group, LLC's portfolio?

The largest reported portfolio weight for QSIG was 0.14% in 2024 Q2.

What is the latest reported QSIG position on this page?

The most recent filing on this page is 2025 Q4, when Team Financial Group, LLC reported 4,978 shares, equal to 0.11% of portfolio, with an estimated market value of $244K.

What does the chart on this QSIG ownership page compare?

The chart compares Team Financial Group, LLC's quarterly QSIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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