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

Advisor Resource Council’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
2022 Q1	–	Sell	-17,298	Closed	-$929K	–	574
2021 Q4	$929K	Buy	+17,298	New	+$934K	0.07%	249
2021 Q3	–	Sell	-20,419	Closed	-$1.11M	–	516
2021 Q2	$1.11M	Buy	+20,419	New	+$1.09M	0.12%	191

Other funds holding QIG

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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

LAS

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Advisor Resource Council's QIG Position: Q1 2022 in Review

Advisor Resource Council sold out of WisdomTree U.S. Corporate Bond Fund (QIG) in Q1 2022, closing a stake of 17,298 shares — an estimated $929K sold.

Advisor Resource Council first reported a position in QIG in Q2 2021 and held it in 2 quarters. The position peaked at $1.11M in Q2 2021. 12 funds tracked by Wall St. Rank hold QIG as of Q1 2022.

Advisor Resource Council reported no remaining WisdomTree U.S. Corporate Bond Fund position as of Q1 2022 after selling out during the quarter.
Advisor Resource Council sold 17,298 WisdomTree U.S. Corporate Bond Fund shares in Q1 2022, an estimated $929K.
Advisor Resource Council first reported a position in WisdomTree U.S. Corporate Bond Fund in Q2 2021 and held it in 2 quarters.
Advisor Resource Council's WisdomTree U.S. Corporate Bond Fund position peaked at $1.11M in Q2 2021.
12 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q1 2022.

Based on Advisor Resource Council's 13F filing for Q1 2022, filed 20 Apr 2022.