KPWS
QIG

Kestra Private Wealth Services’s WisdomTree U.S. Corporate Bond Fund QIG Stock Holding History

Kestra Private Wealth Services’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
2025
Q1 		– Sell
-5,244
Closed -$230K – 1581
2024
Q4 		$230K Buy
5,244
+67
+1% +$3K ﹤0.01% 1254
2024
Q3 		$237K Buy
5,177
+61
+1% +$2.75K ﹤0.01% 1194
2024
Q2 		$224K Buy
5,116
+550
+12% +$24.1K ﹤0.01% 1176
2024
Q1 		$202K Buy
+4,566
New +$202K ﹤0.01% 1195

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
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Private Wealth Services's QIG Position: Q1 2025 in Review

Kestra Private Wealth Services sold out of WisdomTree U.S. Corporate Bond Fund (QIG) in Q1 2025, closing a stake of 5,244 shares — an estimated $230K sold.

Kestra Private Wealth Services first reported a position in QIG in Q1 2024 and held it in 4 quarters. The position peaked at $237K in Q3 2024. 13 funds tracked by Wall St. Rank hold QIG as of Q1 2025.

  • Kestra Private Wealth Services reported no remaining WisdomTree U.S. Corporate Bond Fund position as of Q1 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 5,244 WisdomTree U.S. Corporate Bond Fund shares in Q1 2025, an estimated $230K.
  • Kestra Private Wealth Services first reported a position in WisdomTree U.S. Corporate Bond Fund in Q1 2024 and held it in 4 quarters.
  • Kestra Private Wealth Services's WisdomTree U.S. Corporate Bond Fund position peaked at $237K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q1 2025.

Based on Kestra Private Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.