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QHY

WisdomTree U.S. High Yield Corporate Bond Fund

45 hedge funds and large institutions have $137M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

10.02% more ownership

Funds ownership: 69.52%79.54% (+10%)

2% more funds holding

Funds holding: 4445 (+1)

2% more capital invested

Capital invested by funds: $134M → $137M (+$3.13M)

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
16
Reduced
13
Closed
6
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
$49.2M +$7.01M +150,348 +16%
AWM
2
AE Wealth Management
Kansas
$27.3M -$2.8M -59,989 -9%
Bank of America
3
Bank of America
North Carolina
$14.6M +$7.16M +153,623 +86%
Jane Street
4
Jane Street
New York
$7.96M +$7.19M +154,159 +577%
LPL Financial
5
LPL Financial
California
$7.53M -$2.89M -61,956 -27%
PWS
6
Private Wealth Strategies
Ohio
$6.77M +$31.7K +679 +0.4%
CWM
7
Collaborative Wealth Management
Florida
$3.74M +$3.96M +84,943 New
FTUS
8
Flow Traders U.S.
New York
$2.96M +$1.45M +31,064 +86%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.7M -$4.63M -99,194 -62%
Citadel Advisors
10
Citadel Advisors
Florida
$2.52M +$2.31M +49,431 +625%
PAG
11
Private Advisor Group
New Jersey
$1.51M +$17.9K +384 +1%
IA
12
IFP Advisors
Florida
$1.27M
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.11M +$367K +7,866 +45%
RA
14
RFG Advisory
Alabama
$986K +$42.5K +911 +5%
MWM
15
McNaughton Wealth Management
California
$943K +$1,000K +21,442 New
MML Investors Services
16
MML Investors Services
Massachusetts
$759K +$562K +12,046 +231%
MPW
17
Melone Private Wealth
Michigan
$750K -$839 -18 -0.1%
CWM
18
Cornerstone Wealth Management
Missouri
$649K -$26.4K -567 -4%
GWM
19
Geneos Wealth Management
Colorado
$527K -$88.6K -1,900 -14%
LSA
20
Lion Street Advisors
Texas
$493K -$326 -7 -0.1%
KAS
21
Kestra Advisory Services
Texas
$471K +$5.41K +116 +1%
T
22
TRUADVICE
Florida
$353K +$15K +321 +4%
MWM
23
Maripau Wealth Management
Indiana
$317K -$12.3K -264 -4%
RJA
24
Raymond James & Associates
Florida
$265K -$75.3K -1,615 -21%
NC
25
NewSquare Capital
Pennsylvania
$257K +$12.4K +265 +5%

QHY Hedge Fund Activity: Q2 2022 in Review

45 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q2 2022, worth a combined $137M — up 2.3% from $134M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new QHY positions and 6 closed out — a net gain of 1 holder — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, adding an estimated $7.19M. The largest seller was Osaic Holdings, cutting an estimated $4.63M.

  • 45 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q2 2022, up from 44 in Q1 2022.
  • Funds reported $137M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q2 2022, up 2.3% quarter-over-quarter.
  • 7 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q2 2022 and 6 closed out, a net change of +1 holder.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q2 2022 was Jane Street, an estimated $7.19M added.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q2 2022 was Osaic Holdings, an estimated $4.63M sold.

Based on aggregated 13F filings for Q2 2022.