QHY

WisdomTree U.S. High Yield Corporate Bond Fund
QHY

Overview Fund Activity

59 hedge funds and large institutions have $204M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
14
Increased
24
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.4M
2
KAS
Kestra Advisory Services
Texas
+$1.47M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.38M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.17M
5
AI
Atria Investments
North Carolina
+$886K

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$6.2M
2
Bank of America
Bank of America
North Carolina
-$4.71M
3
Jane Street
Jane Street
New York
-$2.99M
4
LPL Financial
LPL Financial
California
-$1.05M
5
RA
RFG Advisory
Alabama
-$949K
Name Holding Trade Value Shares
Change 		Shares
Change %
MLA
26
My Legacy Advisors
Oregon
$895K +$27.4K +604 +3%
MPW
27
Melone Private Wealth
Michigan
$674K +$77.4K +1,705 +13%
OPWM
28
Oxinas Partners Wealth Management
Indiana
$571K -$5.27K -116 -0.9%
GWM
29
Geneos Wealth Management
Colorado
$446K -$37.9K -835 -8%
NS
30
NBC Securities
Alabama
$443K +$193K +4,251 +77%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$413K +$413K +9,092 New
NC
32
NewSquare Capital
Pennsylvania
$359K +$34.7K +765 +11%
TFG
33
Team Financial Group
California
$342K +$4.5K +99 +1%
LSA
34
Lion Street Advisors
Texas
$340K +$363 +8 +0.1%
CA
35
Claro Advisors
Massachusetts
$327K -$2.09K -46 -0.6%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$263K +$3.59K +79 +1%
M1FG
37
Mach-1 Financial Group
Arkansas
$262K +$41.1K +904 +19%
TWM
38
Trinity Wealth Management
Pennsylvania
$207K -$64.1K -1,411 -24%
AWA
39
Acorn Wealth Advisors
Michigan
$204K +$204K +4,500 New
DWP
40
Destiny Wealth Partners
Florida
$203K +$203K +4,513 New
IA
41
IFP Advisors
Florida
$166K -$39.9K -879 -19%
RFG
42
REAP Financial Group
Texas
$154K +$154K +3,400 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$143K +$84.7K +1,865 +145%
HI
44
Harbour Investments
Wisconsin
$80.6K +$80.6K +1,775 New
CFD
45
Creative Financial Designs
Indiana
$66.7K +$5.5K +121 +9%
FFA
46
Farther Finance Advisors
California
$41.8K +$41.8K +921 New
CTWM
47
Cherry Tree Wealth Management
Minnesota
$28.3K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$21K +$18.7K +412 +824%
IGWM
49
ICA Group Wealth Management
Colorado
$19.3K +$19.3K +425 New
CWP
50
Concord Wealth Partners
Virginia
$17.4K – – –
1
2
3