WisdomTree U.S. High Yield Corporate Bond Fund
QHY
54 hedge funds and large institutions have $185M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
10% more funds holding
Funds holding: 49 → 54 (+5)
10% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 20
4% more capital invested
Capital invested by funds: $178M → $185M (+$7.28M)
2.23% less ownership
Funds ownership: 85.55% → 83.31% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.29M |
| 2 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
+$4.99M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.74M |
| 4 |
T
TRUADVICE
Sarasota,
Florida
|
+$1.16M |
| 5 |
JP Morgan Chase
New York
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.65M |
| 2 |
MWM
McNaughton Wealth Management
San Diego,
California
|
-$1.3M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.1M |
| 4 |
Morgan Stanley
New York
|
-$256K |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$249K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TAM
51
Tucker Asset Management
Littleton,
Colorado
| $4.62K | +$4.72K | +107 | New |
|
|
KFI
52
Key Financial Inc
West Chester,
Pennsylvania
| $3.63K | -$2.82K | -64 | -43% |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2.16K | – | – | – |
|
54
Wells Fargo
San Francisco,
California
| $34 | -$3.57K | -81 | -99% |
|
|
CWM
55
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$249K | -5,632 | Closed |
|
|
IGWM
56
ICA Group Wealth Management
Denver,
Colorado
| – | -$18.8K | -425 | Closed |
|
QHY Hedge Fund Activity: Q3 2023 in Review
54 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q3 2023, worth a combined $185M — up 4.1% from $178M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new QHY positions and 2 closed out — a net gain of 6 holders — while 22 added to existing stakes and 20 trimmed.
The largest buyer was Bank of America, adding an estimated $7.29M. The largest seller was Jane Street, cutting an estimated $1.65M.
- 54 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q3 2023, up from 49 in Q2 2023.
- Funds reported $185M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q3 2023, up 4.1% quarter-over-quarter.
- 8 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q3 2023 and 2 closed out, a net change of +6 holders.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q3 2023 was Bank of America, an estimated $7.29M added.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q3 2023 was Jane Street, an estimated $1.65M sold.
Based on aggregated 13F filings for Q3 2023.