QHY

WisdomTree U.S. High Yield Corporate Bond Fund
QHY

Overview Fund Activity

42 hedge funds and large institutions have $105M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
15
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$52.4M
2
Bank of America
Bank of America
North Carolina
$17.5M
3
MWM
McNaughton Wealth Management
California
$2.01M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.18M
5
Morgan Stanley
Morgan Stanley
New York
$857K

Top Sellers

1
AWM
AE Wealth Management
Kansas
$2.41M
2
PWS
Private Wealth Strategies
Ohio
$0
3
Jane Street
Jane Street
New York
$3.74M
4
LPL Financial
LPL Financial
California
$5.11M
5
FTUS
Flow Traders U.S.
New York
$991K
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
26
NewSquare Capital
Pennsylvania
$264K +$14.7K +345 +6%
MWM
27
Maripau Wealth Management
Indiana
$261K -$37.7K -854 -13%
DWP
28
Destiny Wealth Partners
Florida
$141K – – –
NFSG
29
Newbridge Financial Services Group
Florida
$37K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$34K +$15.2K +352 +81%
PTC
31
Private Trust Company
Ohio
$29K – – –
PFA
32
Professional Financial Advisors
Nebraska
$21K +$295 +7 +1%
AWM
33
Avior Wealth Management
Nebraska
$13K -$22K -536 -63%
MA
34
MUFG Americas
New York
$13K – – –
KFI
35
Key Financial Inc
Pennsylvania
$11K +$3.64K +84 +49%
CFD
36
Creative Financial Designs
Indiana
$10K – – –
C
37
Covestor
United Kingdom
$8K -$4.94K -116 -38%
SWM
38
Spire Wealth Management
Virginia
$5K – – –
RCM
39
Raleigh Capital Management
North Carolina
$4K -$141 -3 -3%
PA
40
Parallel Advisors
California
$4K +$4K +85 New
PWS
41
Private Wealth Strategies
Ohio
– -$6.77M -153,761 Closed
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
– -$202K -4,596 Closed
AWA
43
Acorn Wealth Advisors
Michigan
– -$201K -4,557 Closed
CA
44
CoreCap Advisors
Michigan
– -$105K -2,395 Closed
CWP
45
Concord Wealth Partners
Virginia
– -$26K -590 Closed
GEA
46
Glen Eagle Advisors
New Jersey
– -$11.6K -263 Closed
TCWM
47
Total Clarity Wealth Management
Illinois
– -$1K -22 Closed
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