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QHY

WisdomTree U.S. High Yield Corporate Bond Fund
QHY

55 hedge funds and large institutions have $180M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

6% more funds holding

Funds holding: 52 → 55 (+3)

0.99% more ownership

Funds ownership: 80.35% → 81.34% (+0.99%)

1% more capital invested

Capital invested by funds: $179M → $180M (+$1.16M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
24
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.08M
2
Jane Street
Jane Street
New York
+$925K
3
Citadel Advisors
Citadel Advisors
Florida
+$866K
4
BWP
Baldwin Wealth Partners
Massachusetts
+$811K
5
IWP
Invenio Wealth Partners
Florida
+$767K

Top Sellers

Rank Fund Capital Flow
1
AFTS
American Financial & Tax Strategies
New York
-$4.52M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.87M
3
NA
NewEdge Advisors
Louisiana
-$1.61M
4
RJA
Raymond James & Associates
Florida
-$1.1M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
26
Melone Private Wealth
Michigan
$706K +$1.73K +38 +0.2%
NC
27
NewSquare Capital
Pennsylvania
$684K +$59.6K +1,306 +10%
RA
28
RFG Advisory
Alabama
$571K +$31.1K +681 +6%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$556K +$146K +3,197 +36%
TFG
30
Team Financial Group
California
$544K +$38.6K +846 +8%
NA
31
NewEdge Advisors
Louisiana
$402K -$1.61M -35,296 -80%
GWM
32
Geneos Wealth Management
Colorado
$351K -$59.3K -1,300 -15%
LSA
33
Lion Street Advisors
Texas
$347K +$365 +8 +0.1%
KAS
34
Kestra Advisory Services
Texas
$341K -$198K -4,340 -37%
Mariner
35
Mariner
Kansas
$305K +$301K +6,594 New
MLA
36
My Legacy Advisors
Oregon
$303K -$419K -9,194 -58%
M1FG
37
Mach-1 Financial Group
Arkansas
$267K +$182 +4 +0.1%
AWA
38
Acorn Wealth Advisors
Michigan
$205K +$203K +4,446 New
RFG
39
REAP Financial Group
Texas
$182K +$42.3K +928 +31%
HI
40
Harbour Investments
Wisconsin
$167K +$42.9K +941 +35%
AWM
41
Avior Wealth Management
Nebraska
$108K -$111K -2,433 -51%
CFD
42
Creative Financial Designs
Indiana
$93.3K +$2.42K +53 +3%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$73K -$127K -2,782 -64%
FFA
44
Farther Finance Advisors
California
$52.5K – – –
CA
45
CoreCap Advisors
Michigan
$52.4K -$25K -549 -33%
CTWM
46
Cherry Tree Wealth Management
Minnesota
$28.8K – – –
IA
47
IFP Advisors
Florida
$24.9K -$146K -3,203 -86%
FFA
48
Frazier Financial Advisors
Ohio
$14.1K – – –
C
49
Covestor
United Kingdom
$4K +$319 +7 +9%
KFI
50
Key Financial Inc
Pennsylvania
$3.88K – – –
1
2
3

QHY Hedge Fund Activity: Q3 2024 in Review

55 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q3 2024, worth a combined $180M — up 0.65% from $179M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new QHY positions and 5 closed out — a net gain of 4 holders — while 24 added to existing stakes and 16 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $1.08M. The largest seller was American Financial & Tax Strategies, exiting entirely with an estimated $4.52M sold.

  • 55 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q3 2024, up from 52 in Q2 2024.
  • Funds reported $180M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q3 2024, up 0.65% quarter-over-quarter.
  • 9 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q3 2024 and 5 closed out, a net change of +4 holders.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q3 2024 was Bank of Montreal, an estimated $1.08M added.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q3 2024 was American Financial & Tax Strategies, an estimated $4.52M sold.

Based on aggregated 13F filings for Q3 2024.