We are live on ! Find out more
QHY

WisdomTree U.S. High Yield Corporate Bond Fund

45 hedge funds and large institutions have $131M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

23% more capital invested

Capital invested by funds: $107M → $131M (+$24.4M)

13.46% more ownership

Funds ownership: 58.08%71.54% (+13%)

13% more funds holding

Funds holding: 4045 (+5)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
19
Reduced
10
Closed
4
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
$41.3M +$41.1M +787,111 New
AWM
2
AE Wealth Management
Kansas
$33.1M +$3.74M +71,583 +13%
Osaic Holdings
3
Osaic Holdings
Arizona
$8.27M -$7.97M -152,460 -49%
PWS
4
Private Wealth Strategies
Ohio
$7.97M -$105K -2,010 -1%
JFS
5
JD Financial Services
Pennsylvania
$6.21M +$197K +3,771 +3%
LPL Financial
6
LPL Financial
California
$6.09M +$895K +17,112 +17%
Bank of America
7
Bank of America
North Carolina
$5.95M +$844K +16,152 +17%
CWM
8
Collaborative Wealth Management
Florida
$4.05M +$4.04M +77,278 New
FTUS
9
Flow Traders U.S.
New York
$2.82M -$2.43M -46,479 -46%
SWP
10
ShoreHaven Wealth Partners
New Jersey
$2.04M +$2.72K +52 +0.1%
PAG
11
Private Advisor Group
New Jersey
$2M -$2.97M -56,766 -60%
Citadel Advisors
12
Citadel Advisors
Florida
$1.03M +$461K +8,812 +81%
RA
13
RFG Advisory
Alabama
$994K +$64.6K +1,236 +7%
MPW
14
Melone Private Wealth
Michigan
$976K +$972K +18,592 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$855K -$8.7M -166,458 -91%
CWM
16
Cornerstone Wealth Management
Missouri
$828K +$1.93K +37 +0.2%
KAS
17
Kestra Advisory Services
Texas
$784K +$77.3K +1,479 +11%
IA
18
IFP Advisors
Florida
$750K +$38.4K +734 +5%
GWM
19
Geneos Wealth Management
Colorado
$748K -$92.5K -1,770 -11%
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$574K -$64.9K -1,241 -10%
SWP
21
Stratos Wealth Partners
Ohio
$524K +$105 +2 +0%
LSA
22
Lion Street Advisors
Texas
$494K +$261 +5 +0.1%
RJA
23
Raymond James & Associates
Florida
$492K +$8.21K +157 +2%
T
24
TRUADVICE
Florida
$414K +$10.4K +198 +2%
Jane Street
25
Jane Street
New York
$363K -$3.2M -61,128 -90%

QHY Hedge Fund Activity: Q4 2021 in Review

45 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q4 2021, worth a combined $131M — up 23% from $107M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new QHY positions and 4 closed out — a net gain of 5 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $3.74M. The largest seller was Envestnet Asset Management, cutting an estimated $8.7M.

  • 45 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q4 2021, up from 40 in Q3 2021.
  • Funds reported $131M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q4 2021, up 23% quarter-over-quarter.
  • 9 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q4 2021 and 4 closed out, a net change of +5 holders.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q4 2021 was AE Wealth Management, an estimated $3.74M added.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q4 2021 was Envestnet Asset Management, an estimated $8.7M sold.

Based on aggregated 13F filings for Q4 2021.