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Who owns QSIGWhat QSIG owns — n/a

Who owns WisdomTree U.S. Short-Term Corporate Bond Fund?

Institutional ownership of QSIG from SEC Form 13F filings across 21 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

21

13F holders

$36.4M

value, 2026 filers

68.4%

of shares outstanding (752,878 sh)

4

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of QSIG's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Prime Capital Investment Advisors, LLC357,636$17.3M0.2%32.5%0.0%
2LPL Financial LLC140,532$6.8M0.0%12.8%-5.5%
3JPMORGAN CHASE & CO79,080$3.8M0.0%7.2%-8.8%
4WT Wealth Management44,131$2.1M0.6%4%+12.4%
5JT Stratford LLC40,112$1.9M0.2%3.6%+4.0%
6JANE STREET GROUP, LLC26,827$1.3M0.0%2.4%-71.7%
7OSAIC HOLDINGS, INC.26,230$1.3M0.0%2.4%-72.4%
8Concurrent Investment Advisors, LLC8,946$432,3150.0%0.8%-13.3%
9RFG Advisory, LLC6,299$304,3990.0%0.6%+0.5%
10Team Financial Group, LLC6,195$299,3800.1%0.6%-8.7%
11Bank of New York Mellon Corp5,326$257,3950.0%0.5%+11.1%
12Beacon Financial Advisory LLC5,316$256,9020.1%0.5%-0.2%
13HARBOUR INVESTMENTS, INC.3,149$152,1790.0%0.3%+5.5%
14Global Retirement Partners, LLCNEW2,094$101,1760.0%0.2%new
15LANARK FINANCIAL, INC.512$24,7420.0%0%0.0%
16Covestor Ltd279$130.0%0%+3.7%
17Institute for Wealth Management, LLC.NEW100$4,8330.0%0%new
18CREATIVE FINANCIAL DESIGNS INC /ADV86$4,1560.0%0%0.0%
19MERCER GLOBAL ADVISORS INC /ADVNEW27$1,3050.0%0%new
20FMR LLCNEW1$480.0%0%new
21Smallwood Wealth Investment Management, LLC0$260.0%0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.