QHY

WisdomTree U.S. High Yield Corporate Bond Fund
QHY

Overview Fund Activity

56 hedge funds and large institutions have $194M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
24
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.97M
2
CAN
Cetera Advisor Networks
California
+$1.48M
3
TC
Trilogy Capital
California
+$1.28M
4
IWP
Invenio Wealth Partners
Florida
+$1.09M
5
LPL Financial
LPL Financial
California
+$960K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.5M
2
Bank of America
Bank of America
North Carolina
-$4.43M
3
AWM
AE Wealth Management
Kansas
-$2.92M
4
Jane Street
Jane Street
New York
-$1.96M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
26
NewSquare Capital
Pennsylvania
$596K +$237K +5,235 +66%
NS
27
NBC Securities
Alabama
$588K +$146K +3,216 +33%
RA
28
RFG Advisory
Alabama
$507K +$507K +11,189 New
TFG
29
Team Financial Group
California
$478K +$137K +3,022 +40%
OPWM
30
Oxinas Partners Wealth Management
Indiana
$472K -$97.6K -2,155 -17%
IA
31
Insight Advisors
Pennsylvania
$419K +$419K +9,247 New
GWM
32
Geneos Wealth Management
Colorado
$403K -$41.9K -925 -9%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$373K +$111K +2,452 +42%
LSA
34
Lion Street Advisors
Texas
$340K – – –
CA
35
Claro Advisors
Massachusetts
$334K +$7.43K +164 +2%
AWM
36
Avior Wealth Management
Nebraska
$262K +$262K +5,776 New
M1FG
37
Mach-1 Financial Group
Arkansas
$261K +$136 +3 +0.1%
AWA
38
Acorn Wealth Advisors
Michigan
$201K -$2.45K -54 -1%
IA
39
IFP Advisors
Florida
$169K +$2.99K +66 +2%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$164K +$21K +462 +15%
RFG
41
REAP Financial Group
Texas
$148K -$5.8K -128 -4%
HI
42
Harbour Investments
Wisconsin
$100K +$19.8K +437 +25%
UBS Group
43
UBS Group
Switzerland
$91.1K +$91.1K +2,010 New
CFD
44
Creative Financial Designs
Indiana
$89.1K +$22.6K +499 +34%
CA
45
CoreCap Advisors
Michigan
$85.6K +$85.6K +1,888 New
FFA
46
Farther Finance Advisors
California
$41.6K – – –
CTWM
47
Cherry Tree Wealth Management
Minnesota
$28.3K – – –
IGWM
48
ICA Group Wealth Management
Colorado
$19.3K – – –
FFA
49
Frazier Financial Advisors
Ohio
$13.8K – – –
FGAM
50
Financial Gravity Asset Management
Texas
$9.89K -$89K -1,962 -90%
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