Raymond James Financial
QIG

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

Raymond James 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
Q1 		$780K Buy
17,584
+2,183
+14% +$98.2K ﹤0.01% 4041
2025
Q4 		$694K Buy
15,401
+1,809
+13% +$81.9K ﹤0.01% 4030
2025
Q3 		$615K Buy
13,592
+2,380
+21% +$107K ﹤0.01% 3993
2025
Q2 		$501K Buy
11,212
+935
+9% +$41.1K ﹤0.01% 4003
2025
Q1 		$456K Sell
10,277
-17,195
-63% -$759K ﹤0.01% 3990
2024
Q4 		$1.2M Buy
+27,472
New +$1.23M ﹤0.01% 3322

Other funds holding QIG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $893B AUM 36.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial's QIG Position: Q1 2026 in Review

Raymond James Financial increased its WisdomTree U.S. Corporate Bond Fund (QIG) stake by 14% in Q1 2026, buying an estimated $98.2K and bringing the position to 17,584 shares worth $780K. The position accounts for ﹤0.01% of the portfolio, ranked #4041.

Raymond James Financial first reported a position in QIG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.2M in Q4 2024. 11 funds tracked by Wall St. Rank hold QIG as of Q1 2026.

  • Raymond James Financial held 17,584 shares of WisdomTree U.S. Corporate Bond Fund worth $780K as of Q1 2026.
  • Raymond James Financial bought 2,183 WisdomTree U.S. Corporate Bond Fund shares in Q1 2026, an estimated $98.2K.
  • WisdomTree U.S. Corporate Bond Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4041 holding.
  • Raymond James Financial first reported a position in WisdomTree U.S. Corporate Bond Fund in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's WisdomTree U.S. Corporate Bond Fund position peaked at $1.2M in Q4 2024.
  • 11 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.