GI
QIG

Gradient Investments’s WisdomTree U.S. Corporate Bond Fund QIG Stock Holding History

Gradient Investments’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
Q3 		– Sell
-230
Closed -$10.1K – 1349
2024
Q2 		$10.1K Buy
+230
New +$10.1K ﹤0.01% 741

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 $1.21T AUM 78.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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 $1.28T AUM 58.89% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gradient Investments's QIG Position: Q3 2024 in Review

Gradient Investments sold out of WisdomTree U.S. Corporate Bond Fund (QIG) in Q3 2024, closing a stake of 230 shares — an estimated $10.1K sold.

Gradient Investments first reported a position in QIG in Q2 2024 and held it in 1 quarter. The position peaked at $10.1K in Q2 2024. 11 funds tracked by Wall St. Rank hold QIG as of Q3 2024.

  • Gradient Investments reported no remaining WisdomTree U.S. Corporate Bond Fund position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 230 WisdomTree U.S. Corporate Bond Fund shares in Q3 2024, an estimated $10.1K.
  • Gradient Investments first reported a position in WisdomTree U.S. Corporate Bond Fund in Q2 2024 and held it in 1 quarter.
  • Gradient Investments's WisdomTree U.S. Corporate Bond Fund position peaked at $10.1K in Q2 2024.
  • 11 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.