QHY

WisdomTree U.S. High Yield Corporate Bond Fund
QHY

Overview Fund Activity

45 hedge funds and large institutions have $112M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+12
Holders Change %
+36.36%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
19
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.38M
2
Jane Street
2
Jane Street
New York
$5.27M
3
PWS
3
Private Wealth Strategies
Ohio
$7.55M
4
RJA
4
Raymond James & Associates
Florida
$1.76M
5
JFS
5
JD Financial Services
Pennsylvania
$1.59M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$0
2
AWM
2
AE Wealth Management
Kansas
$28M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.56M
4
CWA
4
Centennial Wealth Advisory
Michigan
$0
5
T
5
TRUADVICE
Florida
$805K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$210K +$210K +4,031 New
NC
27
NewSquare Capital
Pennsylvania
$167K +$25.5K +490 +18%
UBS Group
28
UBS Group
Switzerland
$142K +$90.2K +1,729 +174%
SWP
29
ShoreHaven Wealth Partners
New Jersey
$84K +$64.3K +1,231 +326%
RWB
30
RMR Wealth Builders
New Jersey
$55K +$55K +1,053 New
AWM
31
Avior Wealth Management
Nebraska
$54K +$54K +1,047 New
APA
32
American Portfolios Advisors
New York
$30.5K +$21.8K +420 +253%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$30K -$8.83K -168 -23%
PO
34
Private Ocean
California
$17K +$107 +2 +0.6%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$15K -$18.5K -346 -55%
GEA
36
Glen Eagle Advisors
New Jersey
$13.7K – – –
LAS
37
Lloyd Advisory Services
Georgia
$13K -$41.8K -774 -76%
KFI
38
Key Financial Inc
Pennsylvania
$9K +$9K +174 New
APWA
39
Atlas Private Wealth Advisors
New Jersey
$7K +$7K +142 New
SWM
40
Spire Wealth Management
Virginia
$6K +$6K +109 New
GI
41
Gradient Investments
Minnesota
$3K +$3K +62 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +63 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$2K +$2K +31 New
Morgan Stanley
44
Morgan Stanley
New York
$1K +$1K +11 New
SS
45
Simplicity Solutions
Minnesota
– -$29.9M -568,995 Closed
CWA
46
Centennial Wealth Advisory
Michigan
– -$746K -14,208 Closed
AAS
47
Avantax Advisory Services
Texas
– -$397K -7,580 Closed
CWP
48
Concord Wealth Partners
Virginia
– -$7K -136 Closed
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