Advisor Group’s WisdomTree U.S. Corporate Bond Fund QIG Stock Holding History

Advisor Group’s Portfolio QIG Stock Details QIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$97K	Buy	1,858 +1,508	+431%	+$78.8K	﹤0.01%	2970
2019 Q3	$18K	Buy	+350	New	+$18.1K	﹤0.01%	4029

Other funds holding QIG

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group's QIG Position: Q4 2019 in Review

Advisor Group increased its WisdomTree U.S. Corporate Bond Fund (QIG) stake by 431% in Q4 2019, buying an estimated $78.8K and bringing the position to 1,858 shares worth $97K. The position accounts for ﹤0.01% of the portfolio, ranked #2970.

Advisor Group first reported a position in QIG in Q3 2019 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold QIG as of Q4 2019.

Advisor Group held 1,858 shares of WisdomTree U.S. Corporate Bond Fund worth $97K as of Q4 2019.
Advisor Group bought 1,508 WisdomTree U.S. Corporate Bond Fund shares in Q4 2019, an estimated $78.8K.
WisdomTree U.S. Corporate Bond Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2970 holding.
Advisor Group first reported a position in WisdomTree U.S. Corporate Bond Fund in Q3 2019 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.