QHY

WisdomTree U.S. High Yield Corporate Bond Fund
QHY

Overview Fund Activity

54 hedge funds and large institutions have $185M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
22
Reduced
20
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$7.15M
2
IWP
Invenio Wealth Partners
Florida
+$4.89M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.71M
4
FGAM
Financial Gravity Asset Management
Texas
+$1.39M
5
T
TRUADVICE
Florida
+$1.14M

Top Sellers

1
Jane Street
Jane Street
New York
-$1.61M
2
MWM
McNaughton Wealth Management
California
-$1.27M
3
LPL Financial
LPL Financial
California
-$1.08M
4
Morgan Stanley
Morgan Stanley
New York
-$251K
5
CWM
Cornerstone Wealth Management
Missouri
-$249K
Name Holding Trade Value Shares
Change 		Shares
Change %
OPWM
26
Oxinas Partners Wealth Management
Indiana
$548K +$49.3K +1,141 +10%
KAS
27
Kestra Advisory Services
Texas
$480K +$23.6K +547 +5%
GWM
28
Geneos Wealth Management
Colorado
$460K -$47.5K -1,100 -9%
IWM
29
IHT Wealth Management
Illinois
$351K +$351K +8,128 New
LSA
30
Lion Street Advisors
Texas
$323K -$107K -2,482 -25%
TFG
31
Team Financial Group
California
$321K +$321K +7,425 New
CA
32
Claro Advisors
Massachusetts
$313K -$5.83K -135 -2%
NC
33
NewSquare Capital
Pennsylvania
$309K +$7.77K +180 +3%
FTUS
34
Flow Traders U.S.
New York
$262K +$262K +6,061 New
TWM
35
Trinity Wealth Management
Pennsylvania
$258K -$821 -19 -0.3%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$247K +$42.3K +980 +21%
NS
37
NBC Securities
Alabama
$238K +$238K +5,520 New
MWM
38
McNaughton Wealth Management
California
$224K -$1.27M -29,492 -85%
SG
39
Sharper & Granite
California
$221K +$1.73K +40 +0.8%
MWM
40
Maripau Wealth Management
Indiana
$219K -$10.4K -240 -5%
M1FG
41
Mach-1 Financial Group
Arkansas
$210K -$24.9K -577 -11%
IA
42
IFP Advisors
Florida
$196K +$2.94K +68 +2%
AWM
43
Avior Wealth Management
Nebraska
$124K -$2.2K -51 -2%
CFD
44
Creative Financial Designs
Indiana
$58.2K +$20.3K +469 +53%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$55K +$15.7K +366 +40%
CTWM
46
Cherry Tree Wealth Management
Minnesota
$27K – – –
CWP
47
Concord Wealth Partners
Virginia
$16.5K – – –
UBS Group
48
UBS Group
Switzerland
$14K -$133K -3,088 -90%
C
49
Covestor
United Kingdom
$5K -$1.56K -34 -24%
SWM
50
Spire Wealth Management
Virginia
$4.71K – – –
1
2
3