WisdomTree U.S. High Yield Corporate Bond Fund
QHY
49 hedge funds and large institutions have $178M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 9 closing their positions.
108% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 12
2.15% more ownership
Funds ownership: 83.4% → 85.55% (+2.1%)
3% more capital invested
Capital invested by funds: $172M → $178M (+$5.97M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 50 → 49 (-1)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$3.39M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.63M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.47M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.14M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.54M |
| 2 |
Jane Street
New York
|
-$1.39M |
| 3 |
BWP
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
-$1.34M |
| 4 |
MWM
McNaughton Wealth Management
San Diego,
California
|
-$1.03M |
| 5 |
LPL Financial
San Diego,
California
|
-$875K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWC
51
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$274K | -6,132 | Closed |
|
|
WCFA
52
Walkner Condon Financial Advisors
Madison,
Wisconsin
| – | -$204K | -4,553 | Closed |
|
|
AWA
53
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$201K | -4,500 | Closed |
|
|
NFSG
54
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$39.1K | -875 | Closed |
|
|
PTC
55
Private Trust Company
Cleveland,
Ohio
| – | -$30.8K | -689 | Closed |
|
56
Fidelity Investments
Boston,
Massachusetts
| – | -$14K | -313 | Closed |
|
|
PA
57
Parallel Advisors
San Francisco,
California
| – | -$9.87K | -220 | Closed |
|
|
BAM
58
Belpointe Asset Management
Reno,
Nevada
| – | -$1.03K | -23 | Closed |
|
QHY Hedge Fund Activity: Q2 2023 in Review
49 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q2 2023, worth a combined $178M — up 3.5% from $172M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of QHY and 8 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 25 added.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $3.39M. The largest seller was Morgan Stanley, cutting an estimated $1.54M.
- 49 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q2 2023, down from 50 in Q1 2023.
- Funds reported $178M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q2 2023, up 3.5% quarter-over-quarter.
- 8 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q2 2023 and 9 closed out, a net change of -1 holder.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q2 2023 was Carson Wealth (CWM LLC), an estimated $3.39M added.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q2 2023 was Morgan Stanley, an estimated $1.54M sold.
Based on aggregated 13F filings for Q2 2023.