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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.08M |
| 2 |
Jane Street
New York
|
+$925K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$866K |
| 4 |
BWP
Baldwin Wealth Partners
Marion,
Massachusetts
|
+$811K |
| 5 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
+$767K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFTS
American Financial & Tax Strategies
New York
|
-$4.52M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.87M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.61M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.1M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
51
Aptus Capital Advisors
Fairhope,
Alabama
| $2.08K | +$2.05K | +45 | New |
|
|
GWANC
52
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $2.08K | +$2.05K | +45 | New |
|
|
GRP
53
Global Retirement Partners
San Rafael,
California
| $924 | – | – | – |
|
54
Wells Fargo
San Francisco,
California
| $57 | – | – | – |
|
55
Fidelity Investments
Boston,
Massachusetts
| $46 | +$46 | +1 | New |
|
|
AFTS
56
American Financial & Tax Strategies
New York
| – | -$4.52M | -101,296 | Closed |
|
|
RJA
57
Raymond James & Associates
St Petersburg,
Florida
| – | -$1.1M | -24,645 | Closed |
|
|
IAIM
58
International Assets Investment Management
Orlando,
Florida
| – | -$61.2K | -1,371 | Closed |
|
|
GI
59
Gradient Investments
Arden Hills,
Minnesota
| – | -$9.72K | -218 | Closed |
|
|
SFA
60
Semmax Financial Advisors
Winston Salem,
North Carolina
| – | -$7.96K | -175 | Closed |
|
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.