QSIG — WISDOMTREE TR

Ownership history in WT Wealth Management  ·  7 quarters on record

This page tracks every 13F SEC filing in which WT Wealth Management reported a position in WISDOMTREE TR (QSIG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.26% (2024 Q3)
Avg. % of fund
1.33%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 41,498 +1,491 +3.7% 0.58% $2.0M $48.68
2025 Q3 ADDED 40,007 +805 +2.1% 0.56% $2.0M $48.10
2025 Q2 REDUCED 39,202 -1,111 -2.8% 0.57% $1.9M $47.39
2025 Q1 REDUCED 40,313 -10,028 -19.9% 0.63% $2.0M $46.54
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    QSIG price (monthly, adj. close)

Other funds also holding QSIG

As of 2025 Q4 — sorted by position size

INVENIO WEALTH PARTNERS LLC 1.35% WealthPoint Financial, LLC 0.57% EJMK Ventures LLC 0.33% JT Stratford LLC 3Y 7Y 0.21% Prime Capital Investment Advisors, LLC 3Y 7Y 0.21% Team Financial Group, LLC 0.11% Smartleaf Asset Management LLC 0.07% Beacon Financial Advisory LLC 3Y 0.07% NewSquare Capital LLC 3Y 7Y 0.06% Private Advisor Group, LLC 3Y 7Y 0.01%
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