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QHY

WisdomTree U.S. High Yield Corporate Bond Fund

45 hedge funds and large institutions have $126M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

20% more capital invested

Capital invested by funds: $105M → $126M (+$21.3M)

7% more funds holding

Funds holding: 4245 (+3)

5.28% more ownership

Funds ownership: 76.48%81.76% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
17
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NC
26
NewSquare Capital
Pennsylvania
$282K +$10.4K +235 +4%
TC
27
Trilogy Capital
California
$273K -$2.7K -61 -1%
MWM
28
Maripau Wealth Management
Indiana
$268K -$1.02K -23 -0.4%
SG
29
Sharper & Granite
California
$223K +$225K +5,080 New
WCFA
30
Walkner Condon Financial Advisors
Wisconsin
$214K +$216K +4,875 New
DWP
31
Destiny Wealth Partners
Florida
$160K +$15.2K +344 +10%
CA
32
CoreCap Advisors
Michigan
$68.2K +$68.6K +1,552 New
FMII
33
Farmers & Merchants Investments Inc
Nebraska
$46.6K +$46.9K +1,061 New
NFSG
34
Newbridge Financial Services Group
Florida
$38.4K
PTC
35
Private Trust Company
Ohio
$30K
MCC
36
Money Concepts Capital
Florida
$27.7K +$27.9K +630 New
PA
37
Parallel Advisors
California
$25.3K +$21.6K +489 +575%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$23K -$11.2K -253 -32%
IGWM
39
ICA Group Wealth Management
Colorado
$18.7K +$18.8K +425 New
CWP
40
Concord Wealth Partners
Virginia
$16.8K +$16.9K +382 New
KFI
41
Key Financial Inc
Pennsylvania
$10.8K
CFD
42
Creative Financial Designs
Indiana
$10.7K
C
43
Covestor
United Kingdom
$8K +$88 +2 +1%
SWM
44
Spire Wealth Management
Virginia
$5K
BAM
45
Belpointe Asset Management
Nevada
$1.01K +$1.02K +23 New
Citadel Advisors
46
Citadel Advisors
Florida
-$1.49M -34,820 Closed
FTUS
47
Flow Traders U.S.
New York
-$991K -23,231 Closed
RJA
48
Raymond James & Associates
Florida
-$343K -8,039 Closed
PFA
49
Professional Financial Advisors
Nebraska
-$21K -499 Closed
AWM
50
Avior Wealth Management
Nebraska
-$13K -317 Closed

QHY Hedge Fund Activity: Q4 2022 in Review

45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q4 2022, worth a combined $126M — up 20% from $105M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new QHY positions and 9 closed out — a net gain of 4 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.11M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.49M sold.

  • 45 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q4 2022, up from 42 in Q3 2022.
  • Funds reported $126M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q4 2022, up 20% quarter-over-quarter.
  • 13 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q4 2022 and 9 closed out, a net change of +4 holders.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q4 2022 was LPL Financial, an estimated $4.11M added.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q4 2022 was Citadel Advisors, an estimated $1.49M sold.

Based on aggregated 13F filings for Q4 2022.