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QHY

WisdomTree U.S. High Yield Corporate Bond Fund

45 hedge funds and large institutions have $126M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

20% more capital invested

Capital invested by funds: $105M → $126M (+$21.3M)

7% more funds holding

Funds holding: 4245 (+3)

5.28% more ownership

Funds ownership: 76.48%81.76% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
17
Reduced
10
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
$54.8M +$861K +19,466 +2%
Bank of America
2
Bank of America
North Carolina
$21M +$2.94M +66,442 +16%
LPL Financial
3
LPL Financial
California
$9.34M +$4.11M +92,958 +78%
Morgan Stanley
4
Morgan Stanley
New York
$4.77M +$3.91M +88,490 +441%
CWM
5
Collaborative Wealth Management
Florida
$4.06M +$124K +2,803 +3%
CAN
6
Cetera Advisor Networks
California
$4.03M +$4.05M +91,637 New
Jane Street
7
Jane Street
New York
$3.71M -$141K -3,183 -4%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.65M -$32.1K -726 -1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.62M +$379K +8,565 +17%
AWM
10
AE Wealth Management
Kansas
$2.55M +$70.8K +1,601 +3%
MWM
11
McNaughton Wealth Management
California
$2.34M +$271K +6,137 +13%
PAG
12
Private Advisor Group
New Jersey
$1.5M +$24.4K +552 +2%
BWP
13
Bernardo Wealth Planning
Pennsylvania
$1.25M +$1.26M +28,565 New
KAS
14
Kestra Advisory Services
Texas
$1.17M +$794K +17,948 +206%
MFA
15
Millington Financial Advisors
Illinois
$1.17M +$1.18M +26,673 New
MML Investors Services
16
MML Investors Services
Massachusetts
$1.07M +$95.7K +2,163 +10%
IA
17
IFP Advisors
Florida
$989K -$377K -8,523 -30%
KIA
18
KLR Investment Advisors
Rhode Island
$955K +$962K +21,744 New
RA
19
RFG Advisory
Alabama
$902K -$79K -1,787 -8%
MLA
20
My Legacy Advisors
Oregon
$762K -$14.5K -328 -2%
MPW
21
Melone Private Wealth
Michigan
$716K -$24.4K -552 -3%
GWM
22
Geneos Wealth Management
Colorado
$529K +$6.63K +150 +1%
LSA
23
Lion Street Advisors
Texas
$494K +$87.6K +1,981 +27%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$484K +$488K +11,024 New
T
25
TRUADVICE
Florida
$312K -$13.8K -311 -4%

QHY Hedge Fund Activity: Q4 2022 in Review

45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q4 2022, worth a combined $126M — up 20% from $105M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new QHY positions and 9 closed out — a net gain of 4 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.11M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.49M sold.

  • 45 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q4 2022, up from 42 in Q3 2022.
  • Funds reported $126M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q4 2022, up 20% quarter-over-quarter.
  • 13 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q4 2022 and 9 closed out, a net change of +4 holders.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q4 2022 was LPL Financial, an estimated $4.11M added.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q4 2022 was Citadel Advisors, an estimated $1.49M sold.

Based on aggregated 13F filings for Q4 2022.