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QHY

WisdomTree U.S. High Yield Corporate Bond Fund
QHY

52 hedge funds and large institutions have $179M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

5.37% less ownership

Funds ownership: 85.72% → 80.35% (-5.4%)

7% less funds holding

Funds holding: 56 → 52 (-4)

8% less capital invested

Capital invested by funds: $194M → $179M (-$15M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
5
Increased
26
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$1.97M
2
Jane Street
Jane Street
New York
+$1.44M
3
IWP
Invenio Wealth Partners
Florida
+$639K
4
GFG
Goldstone Financial Group
Illinois
+$512K
5
IA
Insight Advisors
Pennsylvania
+$473K

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.86M
2
TC
Trilogy Capital
California
-$3.1M
3
CWM
Collaborative Wealth Management
Florida
-$1.73M
4
Osaic Holdings
Osaic Holdings
Arizona
-$965K
5
CA
Claro Advisors
Massachusetts
-$334K
Name Holding Trade Value Shares
Change 		Change in
Stake
NS
26
NBC Securities
Alabama
$617K +$38.7K +866 +7%
NC
27
NewSquare Capital
Pennsylvania
$602K +$16K +357 +3%
KAS
28
Kestra Advisory Services
Texas
$523K -$154K -3,450 -23%
RA
29
RFG Advisory
Alabama
$521K +$22.2K +497 +4%
TFG
30
Team Financial Group
California
$487K +$16.8K +376 +4%
GWM
31
Geneos Wealth Management
Colorado
$397K – – –
RJFSA
32
Raymond James Financial Services Advisors
Florida
$394K +$27.1K +606 +7%
LSA
33
Lion Street Advisors
Texas
$335K +$671 +15 +0.2%
M1FG
34
Mach-1 Financial Group
Arkansas
$257K +$134 +3 +0.1%
AWM
35
Avior Wealth Management
Nebraska
$213K -$44.9K -1,003 -17%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$194K +$33.5K +750 +21%
IA
37
IFP Advisors
Florida
$167K +$805 +18 +0.5%
RFG
38
REAP Financial Group
Texas
$134K -$11.8K -264 -8%
HI
39
Harbour Investments
Wisconsin
$119K +$20.7K +463 +21%
CFD
40
Creative Financial Designs
Indiana
$87.8K +$45 +1 +0.1%
CA
41
CoreCap Advisors
Michigan
$75.1K -$9.13K -204 -11%
IAIM
42
International Assets Investment Management
Florida
$61.2K +$61.3K +1,371 New
FFA
43
Farther Finance Advisors
California
$50.6K +$9.62K +215 +23%
CTWM
44
Cherry Tree Wealth Management
Minnesota
$27.8K – – –
FFA
45
Frazier Financial Advisors
Ohio
$13.6K – – –
GI
46
Gradient Investments
Minnesota
$9.72K +$9.75K +218 New
SFA
47
Semmax Financial Advisors
North Carolina
$7.96K +$7.83K +175 New
FGAM
48
Financial Gravity Asset Management
Texas
$4.86K -$4.88K -109 -50%
C
49
Covestor
United Kingdom
$4K +$403 +9 +12%
KFI
50
Key Financial Inc
Pennsylvania
$3.75K – – –
1
2
3

QHY Hedge Fund Activity: Q2 2024 in Review

52 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q2 2024, worth a combined $179M — down 7.7% from $194M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of QHY and 5 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 26 added.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $1.97M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $3.86M.

  • 52 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q2 2024, down from 56 in Q1 2024.
  • Funds reported $179M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q2 2024, down 7.7% quarter-over-quarter.
  • 5 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q2 2024 and 7 closed out, a net change of -2 holders.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q2 2024 was NewEdge Advisors, an estimated $1.97M added.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q2 2024 was Carson Wealth (CWM LLC), an estimated $3.86M sold.

Based on aggregated 13F filings for Q2 2024.