Realta Investment Advisors’s WisdomTree U.S. Corporate Bond Fund QIG Stock Holding History

Realta Investment Advisors’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
2024 Q3	–	Sell	-160	Closed	-$7.02K	–	794
2024 Q2	$7.02K	Hold	160	–	–	﹤0.01%	697
2024 Q1	$7.09K	Buy	+160	New	+$7.09K	﹤0.01%	722
2023 Q4	–	Sell	-160	Closed	-$7.01K	–	821
2023 Q3	$7.01K	Hold	160	–	–	﹤0.01%	696
2023 Q2	$7.01K	Buy	+160	New	+$7.04K	﹤0.01%	750
2023 Q1	–	Sell	-160	Closed	-$6.91K	–	855
2022 Q4	$6.91K	Hold	160	–	–	﹤0.01%	749
2022 Q3	$7K	Buy	+160	New	+$7.24K	﹤0.01%	736
2020 Q3	–	Sell	-15,022	Closed	-$819K	–	375
2020 Q2	$819K	Sell	15,022 -30	-0.2%	-$1.59K	0.27%	96
2020 Q1	$762K	Buy	15,052 +886	+6%	+$46.2K	0.33%	75
2019 Q4	$742K	Buy	14,166 +2,543	+22%	+$133K	0.2%	122
2019 Q3	$605K	Buy	11,623 +700	+6%	+$36.2K	0.16%	146
2019 Q2	$561K	Buy	10,923 +1,968	+22%	+$98.1K	0.16%	156
2019 Q1	$442K	Buy	+8,955	New	+$433K	0.2%	146

Other funds holding QIG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Realta Investment Advisors's QIG Position: Q3 2024 in Review

Realta Investment Advisors sold out of WisdomTree U.S. Corporate Bond Fund (QIG) in Q3 2024, closing a stake of 160 shares — an estimated $7.02K sold.

Realta Investment Advisors first reported a position in QIG in Q1 2019 and held it in 12 quarters. The position peaked at $819K in Q2 2020. 11 funds tracked by Wall St. Rank hold QIG as of Q3 2024.

Realta Investment Advisors reported no remaining WisdomTree U.S. Corporate Bond Fund position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 160 WisdomTree U.S. Corporate Bond Fund shares in Q3 2024, an estimated $7.02K.
Realta Investment Advisors first reported a position in WisdomTree U.S. Corporate Bond Fund in Q1 2019 and held it in 12 quarters.
Realta Investment Advisors's WisdomTree U.S. Corporate Bond Fund position peaked at $819K in Q2 2020.
11 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.