Envestnet Asset Management
QIG

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

Envestnet 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
2024
Q1 		– Sell
-15,574
Closed -$699K – 4293
2023
Q4 		$699K Buy
+15,574
New +$666K ﹤0.01% 3153
2019
Q4 		– Sell
-20,547
Closed -$1.07M – 3169
2019
Q3 		$1.07M Buy
20,547
+1,239
+6% +$64.1K ﹤0.01% 1905
2019
Q2 		$988K Sell
19,308
-12,586
-39% -$627K ﹤0.01% 1952
2019
Q1 		$1.58M Buy
+31,894
New +$1.54M ﹤0.01% 1608

Other funds holding QIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PA
Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management's QIG Position: Q1 2024 in Review

Envestnet Asset Management sold out of WisdomTree U.S. Corporate Bond Fund (QIG) in Q1 2024, closing a stake of 15,574 shares — an estimated $699K sold.

Envestnet Asset Management first reported a position in QIG in Q1 2019 and held it in 4 quarters. The position peaked at $1.58M in Q1 2019. 10 funds tracked by Wall St. Rank hold QIG as of Q1 2024.

  • Envestnet Asset Management reported no remaining WisdomTree U.S. Corporate Bond Fund position as of Q1 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 15,574 WisdomTree U.S. Corporate Bond Fund shares in Q1 2024, an estimated $699K.
  • Envestnet Asset Management first reported a position in WisdomTree U.S. Corporate Bond Fund in Q1 2019 and held it in 4 quarters.
  • Envestnet Asset Management's WisdomTree U.S. Corporate Bond Fund position peaked at $1.58M in Q1 2019.
  • 10 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q1 2024.

Based on Envestnet Asset Management's 13F filing for Q1 2024, filed 13 May 2024.