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QHY

WisdomTree U.S. High Yield Corporate Bond Fund

44 hedge funds and large institutions have $134M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

2% more capital invested

Capital invested by funds: $131M → $134M (+$2.36M)

2.02% less ownership

Funds ownership: 71.54%69.52% (-2%)

2% less funds holding

Funds holding: 4544 (-1)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
18
Reduced
17
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
$47.8M +$9.1M +180,980 +23%
AWM
2
AE Wealth Management
Kansas
$33.6M +$2.47M +49,151 +8%
LPL Financial
3
LPL Financial
California
$11.5M +$5.87M +116,837 +101%
Bank of America
4
Bank of America
North Carolina
$8.79M +$3.25M +64,720 +57%
Osaic Holdings
5
Osaic Holdings
Arizona
$7.92M +$152K +3,020 +2%
PWS
6
Private Wealth Strategies
Ohio
$7.55M +$47.9K +952 +0.6%
SWP
7
ShoreHaven Wealth Partners
New Jersey
$1.92M -$2.56K -51 -0.1%
FTUS
8
Flow Traders U.S.
New York
$1.78M -$883K -17,556 -33%
PAG
9
Private Advisor Group
New Jersey
$1.67M -$213K -4,240 -11%
Jane Street
10
Jane Street
New York
$1.32M +$995K +19,797 +286%
IA
11
IFP Advisors
Florida
$1.27M +$586K +11,661 +82%
RA
12
RFG Advisory
Alabama
$994K +$60.3K +1,200 +6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$863K +$60.1K +1,195 +7%
MPW
14
Melone Private Wealth
Michigan
$795K -$93.7K -1,864 -10%
CWM
15
Cornerstone Wealth Management
Missouri
$755K -$22.2K -442 -3%
GWM
16
Geneos Wealth Management
Colorado
$680K -$24.1K -480 -3%
KAS
17
Kestra Advisory Services
Texas
$523K -$219K -4,351 -29%
SWP
18
Stratos Wealth Partners
Ohio
$493K +$151 +3 +0%
LSA
19
Lion Street Advisors
Texas
$466K +$201 +4 +0%
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$421K -$121K -2,400 -22%
Citadel Advisors
21
Citadel Advisors
Florida
$390K -$593K -11,791 -60%
RJA
22
Raymond James & Associates
Florida
$377K -$86.7K -1,725 -18%
T
23
TRUADVICE
Florida
$336K -$52.6K -1,046 -13%
MWM
24
Maripau Wealth Management
Indiana
$335K +$43.8K +872 +14%
NC
25
NewSquare Capital
Pennsylvania
$276K +$31.7K +630 +13%

QHY Hedge Fund Activity: Q1 2022 in Review

44 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q1 2022, worth a combined $134M — up 1.8% from $131M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new QHY positions and 3 closed out — a net gain of 1 holder — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $9.1M. The largest seller was Flow Traders U.S., cutting an estimated $883K.

  • 44 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q1 2022, down from 45 in Q4 2021.
  • Funds reported $134M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q1 2022, up 1.8% quarter-over-quarter.
  • 4 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q1 2022 and 3 closed out, a net change of +1 holder.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q1 2022 was Carson Wealth (CWM LLC), an estimated $9.1M added.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q1 2022 was Flow Traders U.S., an estimated $883K sold.

Based on aggregated 13F filings for Q1 2022.