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QHY

WisdomTree U.S. High Yield Corporate Bond Fund

37 hedge funds and large institutions have $114M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

2% more capital invested

Capital invested by funds: $112M → $114M (+$2.23M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.59% less ownership

Funds ownership: 76.57%71.98% (-4.6%)

18% less funds holding

Funds holding: 4537 (-8)

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
37
Holders Change
-8
Holders Change %
-17.78%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
17
Reduced
8
Closed
9
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
$28.8M +$381K +7,274 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.49M -$29.2K -558 -0.3%
PWS
4
Private Wealth Strategies
Ohio
$7.89M +$227K +4,331 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.82M +$177K +3,371 +3%
JFS
6
JD Financial Services
Pennsylvania
$5.74M +$4.09M +78,107 +255%
FTUS
7
Flow Traders U.S.
New York
$4.65M +$4.61M +88,063 New
LPL Financial
8
LPL Financial
California
$4.05M +$285K +5,447 +8%
Bank of America
9
Bank of America
North Carolina
$4M +$1.34M +25,617 +51%
FHC
10
First Heartland Consultants
Missouri
$2.59M -$225K -4,296 -8%
PAG
11
Private Advisor Group
New Jersey
$2.55M +$500K +9,547 +25%
T
12
TRUADVICE
Florida
$1.24M +$431K +8,219 +53%
GWM
13
Geneos Wealth Management
Colorado
$886K +$39K +745 +5%
RA
14
RFG Advisory
Alabama
$825K +$44.2K +844 +6%
CWM
15
Cornerstone Wealth Management
Missouri
$786K +$5.97K +114 +0.8%
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$661K -$148K -2,825 -18%
KAS
17
Kestra Advisory Services
Texas
$623K +$237K +4,527 +62%
IA
18
IFP Advisors
Florida
$576K +$58.4K +1,114 +11%
SWP
19
Stratos Wealth Partners
Ohio
$527K +$41.9K +800 +9%
RJA
20
Raymond James & Associates
Florida
$502K -$1.27M -24,256 -72%
CA
21
Cetera Advisors
Colorado
$469K -$18K -344 -4%
DWP
22
Destiny Wealth Partners
Florida
$256K
AWA
23
Acorn Wealth Advisors
Michigan
$250K -$943 -18 -0.4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$215K +$2.04K +39 +1%
NC
25
NewSquare Capital
Pennsylvania
$195K +$24.9K +475 +15%

QHY Hedge Fund Activity: Q2 2021 in Review

37 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q2 2021, worth a combined $114M — up 2% from $112M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of QHY and 2 opened new positions — a net loss of 7 holders — while 8 trimmed existing stakes and 17 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $4.61M. The largest seller was Jane Street, exiting entirely with an estimated $5.27M sold.

  • 37 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q2 2021, down from 45 in Q1 2021.
  • Funds reported $114M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q2 2021, up 2% quarter-over-quarter.
  • 2 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q2 2021 and 9 closed out, a net change of -7 holders.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q2 2021 was Flow Traders U.S., an estimated $4.61M added.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q2 2021 was Jane Street, an estimated $5.27M sold.

Based on aggregated 13F filings for Q2 2021.