Belpointe Asset Management’s WisdomTree U.S. Corporate Bond Fund QIG Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-38	Closed	-$1.69K	–	3478
2023 Q1	$1.69K	Hold	38	–	–	﹤0.01%	3355
2022 Q4	$1.64K	Buy	+38	New	+$1.64K	﹤0.01%	3321

Other funds holding QIG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

RIA

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

Belpointe Asset Management's QIG Position: Q2 2023 in Review

Belpointe Asset Management sold out of WisdomTree U.S. Corporate Bond Fund (QIG) in Q2 2023, closing a stake of 38 shares — an estimated $1.69K sold.

Belpointe Asset Management first reported a position in QIG in Q4 2022 and held it in 2 quarters. The position peaked at $1.69K in Q1 2023. 6 funds tracked by Wall St. Rank hold QIG as of Q2 2023.

Belpointe Asset Management reported no remaining WisdomTree U.S. Corporate Bond Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 38 WisdomTree U.S. Corporate Bond Fund shares in Q2 2023, an estimated $1.69K.
Belpointe Asset Management first reported a position in WisdomTree U.S. Corporate Bond Fund in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's WisdomTree U.S. Corporate Bond Fund position peaked at $1.69K in Q1 2023.
6 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.