NC
QIG

NewSquare Capital’s WisdomTree U.S. Corporate Bond Fund QIG Stock Holding History

NewSquare Capital’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 		$560K Buy
12,623
+320
+3% +$14.2K 0.04% 180
2026
Q1 		$546K Buy
12,303
+566
+5% +$25.4K 0.05% 163
2025
Q4 		$529K Sell
11,737
-344
-3% -$15.6K 0.05% 154
2025
Q3 		$547K Buy
12,081
+563
+5% +$25.3K 0.04% 152
2025
Q2 		$515K Buy
11,518
+396
+4% +$17.4K 0.04% 149
2025
Q1 		$493K Buy
11,122
+68
+0.6% +$3K 0.04% 149
2024
Q4 		$485K Buy
11,054
+484
+5% +$21.7K 0.04% 147
2024
Q3 		$485K Buy
10,570
+65
+0.6% +$2.93K 0.04% 145
2024
Q2 		$461K Buy
10,505
+340
+3% +$14.9K 0.04% 142
2024
Q1 		$451K Buy
10,165
+3,895
+62% +$173K 0.04% 144
2023
Q4 		$281K Buy
6,270
+125
+2% +$5.34K 0.03% 145
2023
Q3 		$258K Buy
6,145
+4,360
+244% +$188K 0.03% 149
2023
Q2 		$78.2K Buy
1,785
+35
+2% +$1.54K 0.01% 182
2023
Q1 		$77.8K Buy
1,750
+130
+8% +$5.74K 0.01% 175
2022
Q4 		$70K Buy
1,620
+25
+2% +$1.08K 0.01% 167
2022
Q3 		$68K Buy
1,595
+75
+5% +$3.39K 0.01% 171
2022
Q2 		$69K Buy
1,520
+80
+6% +$3.7K 0.01% 182
2022
Q1 		$71K Sell
1,440
-2,150
-60% -$109K 0.01% 189
2021
Q4 		$193K Buy
3,590
+680
+23% +$36.7K 0.02% 157
2021
Q3 		$157K Buy
2,910
+255
+10% +$14K 0.02% 164
2021
Q2 		$145K Buy
2,655
+355
+15% +$18.9K 0.02% 163
2021
Q1 		$121K Buy
2,300
+430
+23% +$23.1K 0.02% 156
2020
Q4 		$105K Buy
1,870
+870
+87% +$48.2K 0.01% 160
2020
Q3 		$55K Buy
1,000
+535
+115% +$29.7K 0.01% 165
2020
Q2 		$25K Buy
+465
New +$24.7K ﹤0.01% 192

Other funds holding QIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

NewSquare Capital's QIG Position: Q2 2026 in Review

NewSquare Capital increased its WisdomTree U.S. Corporate Bond Fund (QIG) stake by 2.6% in Q2 2026, buying an estimated $14.2K and bringing the position to 12,623 shares worth $560K. The position accounts for 0.04% of the portfolio, ranked #180.

NewSquare Capital first reported a position in QIG in Q2 2020 and has held it in 25 quarters since. 6 funds tracked by Wall St. Rank hold QIG as of Q2 2026.

  • NewSquare Capital held 12,623 shares of WisdomTree U.S. Corporate Bond Fund worth $560K as of Q2 2026.
  • NewSquare Capital bought 320 WisdomTree U.S. Corporate Bond Fund shares in Q2 2026, an estimated $14.2K.
  • WisdomTree U.S. Corporate Bond Fund made up 0.04% of NewSquare Capital's portfolio in Q2 2026, its #180 holding.
  • NewSquare Capital first reported a position in WisdomTree U.S. Corporate Bond Fund in Q2 2020 and has held it in 25 quarters since.
  • 6 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.