MWM
QIG

Maripau Wealth Management’s WisdomTree U.S. Corporate Bond Fund QIG Stock Holding History

Maripau Wealth Management’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
Q1 		– Sell
-4,445
Closed -$225K – 94
2021
Q4 		$225K Buy
+4,445
New +$240K 0.21% 75

Other funds holding QIG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
PA
Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Maripau Wealth Management's QIG Position: Q1 2022 in Review

Maripau Wealth Management sold out of WisdomTree U.S. Corporate Bond Fund (QIG) in Q1 2022, closing a stake of 4,445 shares — an estimated $225K sold.

Maripau Wealth Management first reported a position in QIG in Q4 2021 and held it in 1 quarter. The position peaked at $225K in Q4 2021. 12 funds tracked by Wall St. Rank hold QIG as of Q1 2022.

  • Maripau Wealth Management reported no remaining WisdomTree U.S. Corporate Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Maripau Wealth Management sold 4,445 WisdomTree U.S. Corporate Bond Fund shares in Q1 2022, an estimated $225K.
  • Maripau Wealth Management first reported a position in WisdomTree U.S. Corporate Bond Fund in Q4 2021 and held it in 1 quarter.
  • Maripau Wealth Management's WisdomTree U.S. Corporate Bond Fund position peaked at $225K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q1 2022.

Based on Maripau Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.