Lloyd Advisory Services’s WisdomTree U.S. Corporate Bond Fund QIG Stock Holding History

Lloyd Advisory 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
2022 Q2	–	Sell	-293	Closed	-$14K	–	588
2022 Q1	$14K	Hold	293	–	–	0.01%	377
2021 Q4	$16K	Hold	293	–	–	0.01%	308
2021 Q3	$16K	Buy	293 +48	+20%	+$2.64K	0.01%	276
2021 Q2	$13K	Hold	245	–	–	0.01%	263
2021 Q1	$13K	Hold	245	–	–	0.01%	232
2020 Q4	$14K	Hold	245	–	–	0.01%	187
2020 Q3	$13K	Buy	+245	New	+$13.6K	0.01%	173

Other funds holding QIG

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.15B AUM 24.78% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Lloyd Advisory Services's QIG Position: Q2 2022 in Review

Lloyd Advisory Services sold out of WisdomTree U.S. Corporate Bond Fund (QIG) in Q2 2022, closing a stake of 293 shares — an estimated $14K sold.

Lloyd Advisory Services first reported a position in QIG in Q3 2020 and held it in 7 quarters. The position peaked at $16K in Q4 2021. 10 funds tracked by Wall St. Rank hold QIG as of Q2 2022.

Lloyd Advisory Services reported no remaining WisdomTree U.S. Corporate Bond Fund position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 293 WisdomTree U.S. Corporate Bond Fund shares in Q2 2022, an estimated $14K.
Lloyd Advisory Services first reported a position in WisdomTree U.S. Corporate Bond Fund in Q3 2020 and held it in 7 quarters.
Lloyd Advisory Services's WisdomTree U.S. Corporate Bond Fund position peaked at $16K in Q4 2021.
10 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.