LPL Financial
QIG

LPL Financial’s WisdomTree U.S. Corporate Bond Fund QIG Stock Holding History

LPL Financial’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
2026
Q2 		$9.79M Sell
220,606
-7,553
-3% -$336K ﹤0.01% 2163
2026
Q1 		$10.1M Buy
228,159
+1,991
+0.9% +$89.5K ﹤0.01% 1986
2025
Q4 		$10.2M Buy
226,168
+5,238
+2% +$237K ﹤0.01% 1912
2025
Q3 		$10M Buy
220,930
+10,698
+5% +$480K ﹤0.01% 1857
2025
Q2 		$9.4M Buy
210,232
+4,593
+2% +$202K ﹤0.01% 1781
2025
Q1 		$9.12M Sell
205,639
-413
-0.2% -$18.2K ﹤0.01% 1683
2024
Q4 		$9.04M Buy
206,052
+12,114
+6% +$542K ﹤0.01% 1618
2024
Q3 		$8.89M Buy
193,938
+8,091
+4% +$365K ﹤0.01% 1541
2024
Q2 		$8.15M Buy
185,847
+22,486
+14% +$985K ﹤0.01% 1498
2024
Q1 		$7.24M Buy
163,361
+124,952
+325% +$5.54M ﹤0.01% 1536
2023
Q4 		$1.72M Buy
38,409
+7,970
+26% +$341K ﹤0.01% 2548
2023
Q3 		$1.28M Buy
30,439
+2,290
+8% +$98.8K ﹤0.01% 2691
2023
Q2 		$1.23M Buy
28,149
+630
+2% +$27.7K ﹤0.01% 2677
2023
Q1 		$1.22M Sell
27,519
-2,590
-9% -$114K ﹤0.01% 2582
2022
Q4 		$1.3M Buy
30,109
+11,947
+66% +$516K ﹤0.01% 2432
2022
Q3 		$771K Buy
18,162
+409
+2% +$18.5K ﹤0.01% 2741
2022
Q2 		$802K Sell
17,753
-5,567
-24% -$258K ﹤0.01% 2776
2022
Q1 		$1.15M Sell
23,320
-1,910
-8% -$97K ﹤0.01% 2492
2021
Q4 		$1.36M Sell
25,230
-532
-2% -$28.7K ﹤0.01% 2408
2021
Q3 		$1.39M Sell
25,762
-69,493
-73% -$3.82M ﹤0.01% 2342
2021
Q2 		$5.19M Sell
95,255
-16,235
-15% -$866K 0.01% 1321
2021
Q1 		$5.85M Buy
111,490
+15,997
+17% +$860K 0.01% 1127
2020
Q4 		$5.34M Buy
95,493
+74,090
+346% +$4.1M 0.01% 1082
2020
Q3 		$1.17M Buy
21,403
+15,899
+289% +$881K ﹤0.01% 1818
2020
Q2 		$300K Buy
+5,504
New +$293K ﹤0.01% 2832

Other funds holding QIG

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial's QIG Position: Q2 2026 in Review

LPL Financial reduced its WisdomTree U.S. Corporate Bond Fund (QIG) stake by 3.3% in Q2 2026, selling an estimated $336K and leaving 220,606 shares worth $9.79M. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

LPL Financial first reported a position in QIG in Q2 2020 and has held it in 25 quarters since. The position peaked at $10.2M in Q4 2025. 16 funds tracked by Wall St. Rank hold QIG as of Q2 2026.

  • LPL Financial held 220,606 shares of WisdomTree U.S. Corporate Bond Fund worth $9.79M as of Q2 2026.
  • LPL Financial sold 7,553 WisdomTree U.S. Corporate Bond Fund shares in Q2 2026, an estimated $336K.
  • WisdomTree U.S. Corporate Bond Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2163 holding.
  • LPL Financial first reported a position in WisdomTree U.S. Corporate Bond Fund in Q2 2020 and has held it in 25 quarters since.
  • LPL Financial's WisdomTree U.S. Corporate Bond Fund position peaked at $10.2M in Q4 2025.
  • 16 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.