Financial Advocates Investment Management’s WisdomTree U.S. Corporate Bond Fund QIG Stock Holding History

Financial Advocates Investment 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
2022 Q2	–	Sell	-4,658	Closed	-$229K	–	802
2022 Q1	$229K	Sell	4,658 -240	-5%	-$12.2K	0.02%	653
2021 Q4	$263K	Buy	4,898 +127	+3%	+$6.86K	0.02%	662
2021 Q3	$257K	Buy	+4,771	New	+$262K	0.02%	642

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 $445B AUM 25.58% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Financial Advocates Investment Management's QIG Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of WisdomTree U.S. Corporate Bond Fund (QIG) in Q2 2022, closing a stake of 4,658 shares — an estimated $229K sold.

Financial Advocates Investment Management first reported a position in QIG in Q3 2021 and held it in 3 quarters. The position peaked at $263K in Q4 2021. 10 funds tracked by Wall St. Rank hold QIG as of Q2 2022.

Financial Advocates Investment Management reported no remaining WisdomTree U.S. Corporate Bond Fund position as of Q2 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 4,658 WisdomTree U.S. Corporate Bond Fund shares in Q2 2022, an estimated $229K.
Financial Advocates Investment Management first reported a position in WisdomTree U.S. Corporate Bond Fund in Q3 2021 and held it in 3 quarters.
Financial Advocates Investment Management's WisdomTree U.S. Corporate Bond Fund position peaked at $263K in Q4 2021.
10 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.