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QHY

WisdomTree U.S. High Yield Corporate Bond Fund
QHY

50 hedge funds and large institutions have $172M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

36% more capital invested

Capital invested by funds: $126M → $172M (+$45.7M)

11% more funds holding

Funds holding: 45 → 50 (+5)

1.64% more ownership

Funds ownership: 81.76% → 83.4% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
20
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$22.4M
2
Bank of America
Bank of America
North Carolina
+$5.41M
3
Osaic Holdings
Osaic Holdings
Arizona
+$4.79M
4
Jane Street
Jane Street
New York
+$4.17M
5
CWM
Collaborative Wealth Management
Florida
+$1.7M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$996K
2
KAS
Kestra Advisory Services
Texas
-$774K
3
Morgan Stanley
Morgan Stanley
New York
-$765K
4
IA
IFP Advisors
Florida
-$517K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$484K
Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
26
Lion Street Advisors
Texas
$334K -$87.8K -1,968 -21%
T
27
TRUADVICE
Florida
$321K +$17.6K +394 +6%
NC
28
NewSquare Capital
Pennsylvania
$305K +$17.4K +390 +6%
CA
29
Claro Advisors
Massachusetts
$294K +$294K +6,582 New
IWC
30
Integrated Wealth Concepts
Massachusetts
$274K +$274K +6,132 New
MWM
31
Maripau Wealth Management
Indiana
$256K -$7.27K -163 -3%
CWM
32
Cornerstone Wealth Management
Missouri
$253K +$253K +5,662 New
TWM
33
Trinity Wealth Management
Pennsylvania
$243K +$242K +5,422 New
SG
34
Sharper & Granite
California
$227K – – –
WCFA
35
Walkner Condon Financial Advisors
Wisconsin
$204K -$14.4K -322 -7%
AWA
36
Acorn Wealth Advisors
Michigan
$201K +$201K +4,500 New
AWM
37
Avior Wealth Management
Nebraska
$129K +$129K +2,883 New
NFSG
38
Newbridge Financial Services Group
Florida
$39.1K – – –
PTC
39
Private Trust Company
Ohio
$30.8K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$24K +$535 +12 +2%
IGWM
41
ICA Group Wealth Management
Colorado
$19K – – –
CWP
42
Concord Wealth Partners
Virginia
$17.1K – – –
Fidelity Investments
43
Fidelity Investments
Massachusetts
$14K +$14K +313 New
KFI
44
Key Financial Inc
Pennsylvania
$11.4K – – –
CFD
45
Creative Financial Designs
Indiana
$10.9K – – –
PA
46
Parallel Advisors
California
$9.87K -$15.8K -354 -62%
C
47
Covestor
United Kingdom
$8K -$758 -17 -9%
SWM
48
Spire Wealth Management
Virginia
$4.88K – – –
BAM
49
Belpointe Asset Management
Nevada
$1.03K – – –
Wells Fargo
50
Wells Fargo
California
$52 +$45 +1 New
1
2
3

QHY Hedge Fund Activity: Q1 2023 in Review

50 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q1 2023, worth a combined $172M — up 36% from $126M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new QHY positions and 4 closed out — a net gain of 6 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $22.4M. The largest seller was LPL Financial, cutting an estimated $996K.

  • 50 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q1 2023, up from 45 in Q4 2022.
  • Funds reported $172M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q1 2023, up 36% quarter-over-quarter.
  • 10 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q1 2023 and 4 closed out, a net change of +6 holders.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q1 2023 was Carson Wealth (CWM LLC), an estimated $22.4M added.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q1 2023 was LPL Financial, an estimated $996K sold.

Based on aggregated 13F filings for Q1 2023.