WisdomTree U.S. High Yield Corporate Bond Fund
QHY
9 hedge funds and large institutions have $34.2M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
634% more capital invested
Capital invested by funds: $4.65M → $34.2M (+$29.5M)
276.42% more ownership
Funds ownership: 48.95% → 325.37% (+276%)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
13% more funds holding
Funds holding: 8 → 9 (+1)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$28.5M |
| 2 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$133K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$45.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.04M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $30.1M | +$28.5M | +570,964 | New |
|
|
2
Jane Street
New York
| $2.96M | -$1.04M | -20,818 | -26% |
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $511K | – | – | – |
|
|
PFGIA
4
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $323K | +$133K | +2,661 | +72% |
|
|
LFG
5
LifePlan Financial Group
Dayton,
Ohio
| $200K | – | – | – |
|
|
CF
6
Centaurus Financial
Anaheim,
California
| $17.9K | +$45.3K | +907 | New |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $7K | – | – | – |
|
|
OSNBOA
8
Old Second National Bank of Aurora
Aurora,
Illinois
| $4K | – | – | – |
|
|
WP
9
WealthShield Partners
Cary,
North Carolina
| $1K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$41K | -868 | Closed |
|
QHY Hedge Fund Activity: Q1 2019 in Review
9 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q1 2019, worth a combined $34.2M — up 634% from $4.65M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new QHY positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $28.5M. The largest seller was Jane Street, cutting an estimated $1.04M.
- 9 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q1 2019, up from 8 in Q4 2018.
- Funds reported $34.2M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q1 2019, up 634% quarter-over-quarter.
- 2 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q1 2019 and 1 closed out, a net change of +1 holder.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $28.5M added.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q1 2019 was Jane Street, an estimated $1.04M sold.
Based on aggregated 13F filings for Q1 2019.