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QHY

WisdomTree U.S. High Yield Corporate Bond Fund
QHY

45 hedge funds and large institutions have $131M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

23% more capital invested

Capital invested by funds: $107M → $131M (+$24.4M)

13.46% more ownership

Funds ownership: 58.08% → 71.54% (+13%)

13% more funds holding

Funds holding: 40 → 45 (+5)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
19
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$3.74M
2
LPL Financial
LPL Financial
California
+$895K
3
Bank of America
Bank of America
North Carolina
+$844K
4
Citadel Advisors
Citadel Advisors
Florida
+$461K
5
JFS
JD Financial Services
Pennsylvania
+$197K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.7M
2
Osaic Holdings
Osaic Holdings
Arizona
-$7.97M
3
Jane Street
Jane Street
New York
-$3.2M
4
PAG
Private Advisor Group
New Jersey
-$2.97M
5
FHC
First Heartland Consultants
Missouri
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Maripau Wealth Management
Indiana
$308K +$322K +6,159 New
NC
27
NewSquare Capital
Pennsylvania
$260K +$46.3K +885 +22%
AWA
28
Acorn Wealth Advisors
Michigan
$243K -$3.92K -75 -2%
CA
29
Cetera Advisors
Colorado
$228K +$23.5K +449 +12%
DWP
30
Destiny Wealth Partners
Florida
$174K – – –
CA
31
CoreCap Advisors
Michigan
$155K +$154K +2,947 New
NFSG
32
Newbridge Financial Services Group
Florida
$71K +$9.15K +175 +15%
AWM
33
Avior Wealth Management
Nebraska
$54K – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$32K -$87.6K -1,675 -73%
APA
35
American Portfolios Advisors
New York
$30.7K – – –
PFA
36
Professional Financial Advisors
Nebraska
$30K +$30.2K +578 New
UBS Group
37
UBS Group
Switzerland
$24K +$1.88K +36 +9%
CWP
38
Concord Wealth Partners
Virginia
$19K +$18.5K +353 New
C
39
Covestor
United Kingdom
$18K +$18.1K +346 New
GEA
40
Glen Eagle Advisors
New Jersey
$13.8K – – –
LAS
41
Lloyd Advisory Services
Georgia
$13K – – –
KFI
42
Key Financial Inc
Pennsylvania
$10K – – –
SWM
43
Spire Wealth Management
Virginia
$6K – – –
RCM
44
Raleigh Capital Management
North Carolina
$4K +$2.98K +57 New
FHC
45
First Heartland Consultants
Missouri
– -$2.67M -50,807 Closed
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
– -$221K -4,192 Closed
APWA
47
Atlas Private Wealth Advisors
New Jersey
– -$11K -217 Closed
Wells Fargo
48
Wells Fargo
California
– +$52 +1 +100%
1
2

QHY Hedge Fund Activity: Q4 2021 in Review

45 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q4 2021, worth a combined $131M — up 23% from $107M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new QHY positions and 4 closed out — a net gain of 5 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $3.74M. The largest seller was Envestnet Asset Management, cutting an estimated $8.7M.

  • 45 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q4 2021, up from 40 in Q3 2021.
  • Funds reported $131M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q4 2021, up 23% quarter-over-quarter.
  • 9 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q4 2021 and 4 closed out, a net change of +5 holders.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q4 2021 was AE Wealth Management, an estimated $3.74M added.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q4 2021 was Envestnet Asset Management, an estimated $8.7M sold.

Based on aggregated 13F filings for Q4 2021.