Carson Wealth (CWM LLC)’s WisdomTree U.S. Corporate Bond Fund QIG Stock Holding History

Carson Wealth (CWM LLC)’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	-667	Closed	-$36K	–	3918
2021 Q4	$36K	Buy	+667	New	+$36K	﹤0.01%	1713
2021 Q2	$512K	Hold	9,392	–	–	﹤0.01%	672
2021 Q1	$512K	Hold	9,392	–	–	﹤0.01%	672
2020 Q4	$512K	Hold	9,392	–	–	﹤0.01%	672
2020 Q3	$512K	Hold	9,392	–	–	﹤0.01%	672
2020 Q2	$512K	Hold	9,392	–	–	﹤0.01%	672
2020 Q1	$512K	Hold	9,392	–	–	﹤0.01%	672
2019 Q4	$512K	Hold	9,392	–	–	﹤0.01%	672
2019 Q3	$512K	Hold	9,392	–	–	﹤0.01%	672
2019 Q2	$512K	Hold	9,392	–	–	﹤0.01%	672
2019 Q1	$512K	Buy	+9,392	New	+$454K	﹤0.01%	672

Other funds holding QIG

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $21.8B AUM 28.57% 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 $1.35B AUM 34.37% 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

Carson Wealth (CWM LLC)'s QIG Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of WisdomTree U.S. Corporate Bond Fund (QIG) in Q1 2022, closing a stake of 667 shares — an estimated $36K sold.

Carson Wealth (CWM LLC) first reported a position in QIG in Q1 2019 and held it in 11 quarters. The position peaked at $512K in Q2 2021. 12 funds tracked by Wall St. Rank hold QIG as of Q1 2022.

Carson Wealth (CWM LLC) reported no remaining WisdomTree U.S. Corporate Bond Fund position as of Q1 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 667 WisdomTree U.S. Corporate Bond Fund shares in Q1 2022, an estimated $36K.
Carson Wealth (CWM LLC) first reported a position in WisdomTree U.S. Corporate Bond Fund in Q1 2019 and held it in 11 quarters.
Carson Wealth (CWM LLC)'s WisdomTree U.S. Corporate Bond Fund position peaked at $512K in Q2 2021.
12 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.