Simplicity Solutions’s WisdomTree U.S. Corporate Bond Fund QIG Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-487,438	Closed	-$27.3M	–	1014
2020 Q4	$27.3M	Buy	487,438 +76,290	+19%	+$4.22M	0.4%	56
2020 Q3	$22.5M	Buy	411,148 +8,538	+2%	+$473K	0.41%	52
2020 Q2	$22M	Buy	402,610 +286,338	+246%	+$15.2M	0.43%	54
2020 Q1	$5.88M	Sell	116,272 -13,492	-10%	-$704K	0.18%	102
2019 Q4	$6.79M	Buy	129,764 +44,656	+52%	+$2.33M	0.21%	89
2019 Q3	$4.44M	Buy	+85,108	New	+$4.41M	0.18%	102

Other funds holding QIG

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

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

Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

Simplicity Solutions's QIG Position: Q1 2021 in Review

Simplicity Solutions sold out of WisdomTree U.S. Corporate Bond Fund (QIG) in Q1 2021, closing a stake of 487,438 shares — an estimated $27.3M sold.

Simplicity Solutions first reported a position in QIG in Q3 2019 and held it in 6 quarters. The position peaked at $27.3M in Q4 2020. 14 funds tracked by Wall St. Rank hold QIG as of Q1 2021.

Simplicity Solutions reported no remaining WisdomTree U.S. Corporate Bond Fund position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 487,438 WisdomTree U.S. Corporate Bond Fund shares in Q1 2021, an estimated $27.3M.
Simplicity Solutions first reported a position in WisdomTree U.S. Corporate Bond Fund in Q3 2019 and held it in 6 quarters.
Simplicity Solutions's WisdomTree U.S. Corporate Bond Fund position peaked at $27.3M in Q4 2020.
14 funds tracked by Wall St. Rank held WisdomTree U.S. Corporate Bond Fund as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.