QHY

WisdomTree U.S. High Yield Corporate Bond Fund

50 hedge funds and large institutions have $172M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
20
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$78.3M +$22.5M +501,849 +40%
Bank of America
2
Bank of America
North Carolina
$26.8M +$5.43M +121,282 +25%
LPL Financial
3
LPL Financial
California
$8.51M -$999K -22,331 -11%
Jane Street
4
Jane Street
New York
$7.96M +$4.18M +93,492 +111%
Osaic Holdings
5
Osaic Holdings
Arizona
$7.51M +$4.81M +107,400 +178%
CWM
6
Collaborative Wealth Management
Florida
$5.85M +$1.71M +38,170 +41%
LB
7
Leo Brokerage
Texas
$4.79M +$4.79M +107,145 New
CAN
8
Cetera Advisor Networks
California
$4.46M +$360K +8,053 +9%
Morgan Stanley
9
Morgan Stanley
New York
$4.09M -$768K -17,157 -16%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.88M +$216K +4,819 +8%
AWM
11
AE Wealth Management
Kansas
$2.8M +$205K +4,577 +8%
MWM
12
McNaughton Wealth Management
California
$2.6M +$214K +4,793 +9%
PAG
13
Private Advisor Group
New Jersey
$2.5M +$927K +20,731 +59%
BWP
14
Bernardo Wealth Planning
Pennsylvania
$1.34M +$62K +1,386 +5%
MFA
15
Millington Financial Advisors
Illinois
$1.22M +$24.8K +554 +2%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.14M +$49.6K +1,109 +5%
KIA
17
KLR Investment Advisors
Rhode Island
$1.07M +$94.3K +2,107 +10%
RA
18
RFG Advisory
Alabama
$872K -$10.7K -240 -1%
MLA
19
My Legacy Advisors
Oregon
$786K +$46.9K +1,058 +6%
GFG
20
Goldstone Financial Group
Illinois
$654K +$654K +14,621 New
MPW
21
Melone Private Wealth
Michigan
$571K -$150K -3,397 -21%
GWM
22
Geneos Wealth Management
Colorado
$556K +$17.9K +400 +3%
IA
23
IFP Advisors
Florida
$420K -$570K -11,596 -58%
KAS
24
Kestra Advisory Services
Texas
$417K -$776K -17,349 -65%
TC
25
Trilogy Capital
California
$361K +$83.1K +1,858 +30%