We are live on ! Find out more
QHY

WisdomTree U.S. High Yield Corporate Bond Fund

25 hedge funds and large institutions have $91.4M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 2

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

64% more capital invested

Capital invested by funds: $55.7M → $91.4M (+$35.7M)

32% more funds holding

Funds holding: 1925 (+6)

9.39% more ownership

Funds ownership: 143.09%152.48% (+9.4%)

Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
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
$23.8M +$15M +314,818 +182%
SS
3
Simplicity Solutions
Minnesota
$23.6M +$15M +313,391 +183%
PWS
4
Private Wealth Strategies
Ohio
$3.86M +$135K +2,824 +4%
FHC
5
First Heartland Consultants
Missouri
$2.65M +$2.6M +54,453 New
Citadel Advisors
6
Citadel Advisors
Florida
$1.43M +$1.4M +29,332 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.15M +$870K +18,215 +343%
Osaic Holdings
8
Osaic Holdings
Arizona
$986K +$32.9K +688 +4%
PFGIA
9
Patriot Financial Group Insurance Agency
Massachusetts
$747K +$365K +7,641 +99%
RA
10
RFG Advisory
Alabama
$513K +$74.5K +1,561 +17%
IA
11
IFP Advisors
Florida
$431K +$9.5K +199 +2%
LPL Financial
12
LPL Financial
California
$417K +$409K +8,564 New
CWM
13
Cornerstone Wealth Management
Missouri
$386K +$378K +7,921 New
AAS
14
Avantax Advisory Services
Texas
$367K +$24.4K +511 +7%
GWM
15
Geneos Wealth Management
Colorado
$341K +$318K +6,650 +1,663%
SFS
16
Sowell Financial Services
Arkansas
$174K -$1.19K -25 -0.7%
PAG
17
Private Advisor Group
New Jersey
$112K +$110K +2,310 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$111K +$109K +2,290 New
UBS Group
19
UBS Group
Switzerland
$81K +$78.9K +1,653 +41,325%
LFG
20
LifePlan Financial Group
Ohio
$80K
NC
21
NewSquare Capital
Pennsylvania
$33K +$32.7K +685 New
LAS
22
Lloyd Advisory Services
Georgia
$30K +$2.15K +45 +8%
CAN
23
Cetera Advisor Networks
California
$20K +$19.8K +414 New
GEA
24
Glen Eagle Advisors
New Jersey
$19.6K -$11.1K -232 -37%
PO
25
Private Ocean
California
$14K +$14.6K +306 New

QHY Hedge Fund Activity: Q2 2020 in Review

25 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q2 2020, worth a combined $91.4M — up 64% from $55.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new QHY positions and 3 closed out — a net gain of 6 holders — while 12 added to existing stakes and 2 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $15M. The largest seller was Jane Street, exiting entirely with an estimated $2.91M sold.

  • 25 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q2 2020, up from 19 in Q1 2020.
  • Funds reported $91.4M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q2 2020, up 64% quarter-over-quarter.
  • 9 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q2 2020 and 3 closed out, a net change of +6 holders.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q2 2020 was AE Wealth Management, an estimated $15M added.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q2 2020 was Jane Street, an estimated $2.91M sold.

Based on aggregated 13F filings for Q2 2020.