McDonald Partners’s WisdomTree U.S. Corporate Bond Fund QIG Stock Holding History

McDonald Partners’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 Q3	$13.3K	Sell	316 -150	-32%	-$6.52K	﹤0.01%	446
2026 Q2	$20.7K	Buy	+466	New	+$20.7K	0.01%	408

Other funds holding QIG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

McDonald Partners's QIG Position: Q3 2026 in Review

McDonald Partners reduced its WisdomTree U.S. Corporate Bond Fund (QIG) stake by 32% in Q3 2026, selling an estimated $6.52K and leaving 316 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

McDonald Partners first reported a position in QIG in Q2 2026 and has held it in 2 quarters since. The position peaked at $20.7K in Q2 2026. 5 funds tracked by Wall St. Rank hold QIG as of Q3 2026.

McDonald Partners held 316 shares of WisdomTree U.S. Corporate Bond Fund worth $13.3K as of Q3 2026.
McDonald Partners sold 150 WisdomTree U.S. Corporate Bond Fund shares in Q3 2026, an estimated $6.52K.
WisdomTree U.S. Corporate Bond Fund made up ﹤0.01% of McDonald Partners's portfolio in Q3 2026, its #446 holding.
McDonald Partners first reported a position in WisdomTree U.S. Corporate Bond Fund in Q2 2026 and has held it in 2 quarters since.
McDonald Partners's WisdomTree U.S. Corporate Bond Fund position peaked at $20.7K in Q2 2026.
5 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.