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QHY

WisdomTree U.S. High Yield Corporate Bond Fund
QHY

49 hedge funds and large institutions have $178M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

2.15% more ownership

Funds ownership: 83.4% → 85.55% (+2.1%)

3% more capital invested

Capital invested by funds: $172M → $178M (+$5.97M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 50 → 49 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
25
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$3.39M
2
Bank of America
Bank of America
North Carolina
+$2.63M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.47M
4
PAG
Private Advisor Group
New Jersey
+$1.14M
5
AI
Atria Investments
North Carolina
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.54M
2
Jane Street
Jane Street
New York
-$1.39M
3
BWP
Bernardo Wealth Planning
Pennsylvania
-$1.34M
4
MWM
McNaughton Wealth Management
California
-$1.03M
5
LPL Financial
LPL Financial
California
-$875K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$467K +$55.1K +1,250 +13%
CA
27
Claro Advisors
Massachusetts
$326K +$35.6K +807 +12%
T
28
TRUADVICE
Florida
$319K -$1.37K -31 -0.4%
NC
29
NewSquare Capital
Pennsylvania
$308K +$6.39K +145 +2%
TWM
30
Trinity Wealth Management
Pennsylvania
$264K +$24.7K +560 +10%
CWM
31
Cornerstone Wealth Management
Missouri
$249K -$1.32K -30 -0.5%
M1FG
32
Mach-1 Financial Group
Arkansas
$240K +$240K +5,434 New
MWM
33
Maripau Wealth Management
Indiana
$234K -$18.8K -426 -7%
SG
34
Sharper & Granite
California
$224K – – –
RJFSA
35
Raymond James Financial Services Advisors
Florida
$209K +$208K +4,728 New
IA
36
IFP Advisors
Florida
$197K -$179K -4,071 -48%
UBS Group
37
UBS Group
Switzerland
$151K +$150K +3,413 New
AWM
38
Avior Wealth Management
Nebraska
$129K +$1.59K +36 +1%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$40K +$16.4K +371 +68%
CFD
40
Creative Financial Designs
Indiana
$38.8K +$28K +634 +260%
CTWM
41
Cherry Tree Wealth Management
Minnesota
$27.6K +$27.5K +624 New
IGWM
42
ICA Group Wealth Management
Colorado
$18.8K – – –
CWP
43
Concord Wealth Partners
Virginia
$16.9K – – –
KFI
44
Key Financial Inc
Pennsylvania
$6.53K -$4.67K -106 -42%
C
45
Covestor
United Kingdom
$6K -$1.32K -30 -17%
SWM
46
Spire Wealth Management
Virginia
$4.81K – – –
Wells Fargo
47
Wells Fargo
California
$3.61K +$3.57K +81 +8,100%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$2.21K +$2.21K +50 New
FGAM
49
Financial Gravity Asset Management
Texas
$5 +$4.81K +109 New
BWP
50
Bernardo Wealth Planning
Pennsylvania
– -$1.34M -29,951 Closed
1
2
3

QHY Hedge Fund Activity: Q2 2023 in Review

49 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q2 2023, worth a combined $178M — up 3.5% from $172M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of QHY and 8 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 25 added.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $3.39M. The largest seller was Morgan Stanley, cutting an estimated $1.54M.

  • 49 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q2 2023, down from 50 in Q1 2023.
  • Funds reported $178M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q2 2023, up 3.5% quarter-over-quarter.
  • 8 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q2 2023 and 9 closed out, a net change of -1 holder.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q2 2023 was Carson Wealth (CWM LLC), an estimated $3.39M added.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q2 2023 was Morgan Stanley, an estimated $1.54M sold.

Based on aggregated 13F filings for Q2 2023.