IA
QIG

IFP Advisors’s WisdomTree U.S. Corporate Bond Fund QIG Stock Holding History

IFP Advisors’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
2021
Q1 		– Sell
-3,795
Closed -$204K – 3256
2020
Q4 		$211K Buy
+3,795
New +$210K 0.01% 779

Other funds holding QIG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PA
Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

IFP Advisors's QIG Position: Q1 2021 in Review

IFP Advisors sold out of WisdomTree U.S. Corporate Bond Fund (QIG) in Q1 2021, closing a stake of 3,795 shares — an estimated $204K sold.

IFP Advisors first reported a position in QIG in Q4 2020 and held it in 1 quarter. The position peaked at $211K in Q4 2020. 14 funds tracked by Wall St. Rank hold QIG as of Q1 2021.

  • IFP Advisors reported no remaining WisdomTree U.S. Corporate Bond Fund position as of Q1 2021 after selling out during the quarter.
  • IFP Advisors sold 3,795 WisdomTree U.S. Corporate Bond Fund shares in Q1 2021, an estimated $204K.
  • IFP Advisors first reported a position in WisdomTree U.S. Corporate Bond Fund in Q4 2020 and held it in 1 quarter.
  • IFP Advisors's WisdomTree U.S. Corporate Bond Fund position peaked at $211K in Q4 2020.
  • 14 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q1 2021.

Based on IFP Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.