QHY

WisdomTree U.S. High Yield Corporate Bond Fund

26 hedge funds and large institutions have $98.4M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$30.1M
AWM
2
AE Wealth Management
Kansas
$24.2M -$185K -3,687 -0.8%
SS
3
Simplicity Solutions
Minnesota
$24.2M -$53K -1,059 -0.2%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.64M +$4.62M +92,235 +455%
PWS
5
Private Wealth Strategies
Ohio
$4.59M +$615K +12,279 +15%
FHC
6
First Heartland Consultants
Missouri
$2.02M -$709K -14,156 -26%
T
7
TRUADVICE
Florida
$1.18M +$1.18M +23,279 New
LPL Financial
8
LPL Financial
California
$1.04M +$614K +12,265 +143%
PFGIA
9
Patriot Financial Group Insurance Agency
Massachusetts
$988K +$219K +4,384 +29%
Citadel Advisors
10
Citadel Advisors
Florida
$701K -$769K -15,340 -52%
CWM
11
Cornerstone Wealth Management
Missouri
$630K +$233K +4,664 +59%
GWM
12
Geneos Wealth Management
Colorado
$567K +$218K +4,415 +63%
RA
13
RFG Advisory
Alabama
$551K +$24K +480 +5%
AAS
14
Avantax Advisory Services
Texas
$472K +$94.8K +1,869 +25%
IA
15
IFP Advisors
Florida
$455K +$7.91K +158 +2%
Bank of America
16
Bank of America
North Carolina
$284K +$284K +5,681 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$219K +$219K +4,382 New
SFS
18
Sowell Financial Services
Arkansas
$183K +$4.31K +86 +2%
LFG
19
LifePlan Financial Group
Ohio
$83K
NC
20
NewSquare Capital
Pennsylvania
$75K +$40.5K +805 +118%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$70K -$45.1K -897 -39%
LAS
22
Lloyd Advisory Services
Georgia
$44K +$12.6K +250 +40%
GEA
23
Glen Eagle Advisors
New Jersey
$16.2K -$4.01K -80 -20%
PO
24
Private Ocean
California
$16K +$206 +4 +1%
APA
25
American Portfolios Advisors
New York
$9.56K +$9.56K +191 New