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Wisdomtree US Short Term COR (QSIG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Prime Capital Investment Advisors, LLC
DECREASED
Shares351,498 from 357,636
Change-6,138 (-2%)
Value$16.6M (-$697.7K)
Filed 2026-10-20
LPL Financial LLC
DECREASED
Shares134,087 from 140,532
Change-6,445 (-5%)
Value$6.3M (-$464.4K)
Filed 2026-11-06
Invenio Wealth Partners LLC
INCREASED
Shares76,191 from 73,862
Change+2,329 (+3%)
Value$3.6M (+$25.6K)
Filed 2026-10-20
W.H. Cornerstone Investments Inc.
INCREASED
Shares22,801 from 8,340
Change+14,461 (+173%)
Value$1.1M (+$672.9K)
Filed 2026-11-03
NewSquare Capital LLC
INCREASED
Shares17,264 from 14,768
Change+2,496 (+17%)
Value$814.6K (+$100.9K)
Filed 2026-11-06
WealthPoint Financial, LLC
INCREASED
Shares15,583 from 15,152
Change+431 (+3%)
Value$735.3K (+$3.1K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
DECREASED
Shares6,564 from 8,946
Change-2,382 (-27%)
Value$309.7K (-$122.6K)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares6,324 from 6,299
Change+25 (+0%)
Value$298.4K (-$6.0K)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares5,342 from 5,326
Change+16 (+0%)
Value$252.0K (-$5.3K)
Filed 2026-11-05
Harbour Investments, Inc.
INCREASED
Shares3,194 from 3,149
Change+45 (+1%)
Value$150.7K (-$1.5K)
Filed 2026-11-09
Team Financial Group, LLC
DECREASED
Shares2,712 from 6,195
Change-3,483 (-56%)
Value$128.0K (-$171.4K)
Filed 2026-10-30
CoreCap Advisors, LLC
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$35.9K (-$867)
Filed 2026-10-08
Lanark Financial, Inc.
INCREASED
Shares564 from 512
Change+52 (+10%)
Value$26.6K (+$1.9K)
Filed 2026-10-26
Covestor Ltd
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$13 ($0)
Filed 2026-10-30
Creative Financial Designs Inc
INCREASED
Shares103 from 86
Change+17 (+20%)
Value$4.9K (+$704)
Filed 2026-11-04
WT Wealth Management
CLOSED
Shares0 from 44,131
Change-44,131 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-13
Beacon Financial Advisory LLC
CLOSED
Shares0 from 5,316
Change-5,316 (-100%)
Value$0 (-$256.9K)
Filed 2026-10-16
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$4.8K)
Filed 2026-11-06
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$26)
Filed 2026-10-30
JPMorgan Chase & Co
N/A
Shares— from 79,080
Change-79,080 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 41,304
Change-41,304 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 40,112
Change-40,112 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 26,827
Change-26,827 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 26,230
Change-26,230 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 6,414
Change-6,414 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
FMR LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Prime Capital Investment Advisors, LLC
DECREASED351,498357,636-6,138-2%$17.3M$16.6M-$697.7K2026-10-20
LPL Financial LLC
DECREASED134,087140,532-6,445-5%$6.8M$6.3M-$464.4K2026-11-06
Invenio Wealth Partners LLC
INCREASED76,19173,862+2,329+3%$3.6M$3.6M+$25.6K2026-10-20
W.H. Cornerstone Investments Inc.
INCREASED22,8018,340+14,461+173%$403.0K$1.1M+$672.9K2026-11-03
NewSquare Capital LLC
INCREASED17,26414,768+2,496+17%$713.7K$814.6K+$100.9K2026-11-06
WealthPoint Financial, LLC
INCREASED15,58315,152+431+3%$732.2K$735.3K+$3.1K2026-11-03
Concurrent Investment Advisors, LLC
DECREASED6,5648,946-2,382-27%$432.3K$309.7K-$122.6K2026-10-16
RFG Advisory, LLC
INCREASED6,3246,299+25+0%$304.4K$298.4K-$6.0K2026-11-03
Bank of New York Mellon Corp
INCREASED5,3425,326+16+0%$257.4K$252.0K-$5.3K2026-11-05
Harbour Investments, Inc.
INCREASED3,1943,149+45+1%$152.2K$150.7K-$1.5K2026-11-09
Team Financial Group, LLC
DECREASED2,7126,195-3,483-56%$299.4K$128.0K-$171.4K2026-10-30
CoreCap Advisors, LLC
UNCHANGED76076000%$36.7K$35.9K-$8672026-10-08
Lanark Financial, Inc.
INCREASED564512+52+10%$24.7K$26.6K+$1.9K2026-10-26
Covestor Ltd
UNCHANGED27927900%$13$13$02026-10-30
Creative Financial Designs Inc
INCREASED10386+17+20%$4.2K$4.9K+$7042026-11-04
WT Wealth Management
CLOSED044,131-44,131-100%$2.1M$0-$2.1M2026-10-13
Beacon Financial Advisory LLC
CLOSED05,316-5,316-100%$256.9K$0-$256.9K2026-10-16
Institute for Wealth Management, Llc.
CLOSED0100-100-100%$4.8K$0-$4.8K2026-11-06
Smallwood Wealth Investment Management, LLC
CLOSED000—$26$0-$262026-10-30
JPMorgan Chase & Co
N/A—79,080-79,080-100%$3.8M———
Smartleaf Asset Management LLC
N/A—41,304-41,304-100%$2.0M———
JT Stratford LLC
N/A—40,112-40,112-100%$1.9M———
Jane Street Group, LLC
N/A—26,827-26,827-100%$1.3M———
Osaic Holdings, Inc.
N/A—26,230-26,230-100%$1.3M———
Flow Traders U.S. LLC
N/A—6,414-6,414-100%$310.0K———
Global Retirement Partners, LLC
N/A—2,094-2,094-100%$101.2K———
FMR LLC
N/A—1-1-100%$48———
Showing 27 of 27 institutions