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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.97M |
| 2 |
Jane Street
New York
|
+$1.44M |
| 3 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
+$639K |
| 4 |
GFG
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
+$512K |
| 5 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
+$473K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$3.86M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$3.1M |
| 3 |
CWM
Collaborative Wealth Management
Lake Mary,
Florida
|
-$1.73M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$965K |
| 5 |
CA
Claro Advisors
Boston,
Massachusetts
|
-$334K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
51
Global Retirement Partners
San Rafael,
California
| $892 | -$224 | -5 | -20% |
|
52
Wells Fargo
San Francisco,
California
| $51 | – | – | – |
|
|
TC
53
Trilogy Capital
Irvine,
California
| – | -$3.1M | -68,432 | Closed |
|
|
CA
54
Claro Advisors
Boston,
Massachusetts
| – | -$334K | -7,372 | Closed |
|
|
AWA
55
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$201K | -4,446 | Closed |
|
56
UBS Group
Zurich,
Switzerland
| – | -$91.1K | -2,010 | Closed |
|
|
IGWM
57
ICA Group Wealth Management
Denver,
Colorado
| – | -$19.3K | -425 | Closed |
|
|
SWM
58
Spire Wealth Management
Mclean,
Virginia
| – | -$4.94K | -109 | Closed |
|
|
TAM
59
Tucker Asset Management
Littleton,
Colorado
| – | -$4.85K | -107 | Closed |
|
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.