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QHY

WisdomTree U.S. High Yield Corporate Bond Fund

18 hedge funds and large institutions have $57.2M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

20% more capital invested

Capital invested by funds: $47.5M → $57.2M (+$9.71M)

13% more funds holding

Funds holding: 1618 (+2)

25.81% less ownership

Funds ownership: 181.64%155.83% (-26%)

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$30.1M
AWM
2
AE Wealth Management
Kansas
$8.74M +$2.28M +44,185 +36%
SS
3
Simplicity Solutions
Minnesota
$8.67M +$2.21M +42,912 +35%
Jane Street
4
Jane Street
New York
$3.75M +$880K +17,074 +31%
PWS
5
Private Wealth Strategies
Ohio
$2.64M +$2.61M +50,607 New
FTUS
6
Flow Traders U.S.
New York
$1.37M +$1.35M +26,204 New
PFGIA
7
Patriot Financial Group Insurance Agency
Massachusetts
$436K -$6.24K -121 -1%
IA
8
IFP Advisors
Florida
$435K +$17.1K +331 +4%
RA
9
RFG Advisory
Alabama
$296K +$85.1K +1,651 +41%
AAS
10
Avantax Advisory Services
Texas
$246K +$30.4K +590 +14%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$217K +$215K +4,171 New
AG
12
Advisor Group
Arizona
$101K +$69.2K +1,342 +222%
LFG
13
LifePlan Financial Group
Ohio
$86K
SFS
14
Sowell Financial Services
Arkansas
$37K +$18.4K +357 +101%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$25K -$8.97K -174 -22%
LAS
16
Lloyd Advisory Services
Georgia
$20K +$20.1K +389 New
PA
17
Parallel Advisors
California
$12K +$12K +233 New
GEA
18
Glen Eagle Advisors
New Jersey
$7.66K +$361 +7 +5%
Goldman Sachs
19
Goldman Sachs
New York
-$330K -6,406 Closed
FAAS
20
First Allied Advisory Services
California
-$37K -712 Closed

QHY Hedge Fund Activity: Q4 2019 in Review

18 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q4 2019, worth a combined $57.2M — up 20% from $47.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new QHY positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $2.28M. The largest seller was Goldman Sachs, exiting entirely with an estimated $330K sold.

  • 18 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q4 2019, up from 16 in Q3 2019.
  • Funds reported $57.2M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q4 2019, up 20% quarter-over-quarter.
  • 5 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q4 2019 and 3 closed out, a net change of +2 holders.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q4 2019 was AE Wealth Management, an estimated $2.28M added.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q4 2019 was Goldman Sachs, an estimated $330K sold.

Based on aggregated 13F filings for Q4 2019.