QHY

WisdomTree U.S. High Yield Corporate Bond Fund

49 hedge funds and large institutions have $178M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
25
Reduced
12
Closed
9
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
$80.7M +$3.4M +76,921 +4%
Bank of America
2
Bank of America
North Carolina
$29.1M +$2.63M +59,617 +10%
Osaic Holdings
3
Osaic Holdings
Arizona
$9.89M +$2.48M +56,093 +33%
LPL Financial
4
LPL Financial
California
$7.53M -$876K -19,849 -10%
Jane Street
5
Jane Street
New York
$6.46M -$1.4M -31,607 -18%
CWM
6
Collaborative Wealth Management
Florida
$5.99M +$226K +5,120 +4%
LB
7
Leo Brokerage
Texas
$5.41M +$696K +15,815 +15%
CAN
8
Cetera Advisor Networks
California
$5.32M +$914K +20,693 +21%
PAG
9
Private Advisor Group
New Jersey
$3.63M +$1.15M +25,830 +46%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.14M +$294K +6,669 +10%
AWM
11
AE Wealth Management
Kansas
$2.77M +$5.21K +118 +0.2%
Morgan Stanley
12
Morgan Stanley
New York
$2.5M -$1.54M -34,833 -38%
MWM
13
McNaughton Wealth Management
California
$1.53M -$1.04M -23,453 -40%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.36M +$236K +5,339 +21%
MFA
15
Millington Financial Advisors
Illinois
$1.14M -$61.8K -1,400 -5%
KIA
16
KLR Investment Advisors
Rhode Island
$1.06M +$7.37K +167 +0.7%
AI
17
Atria Investments
North Carolina
$1.02M +$1.02M +23,050 New
TC
18
Trilogy Capital
California
$959K +$599K +13,399 +166%
RA
19
RFG Advisory
Alabama
$940K +$79.3K +1,796 +9%
MLA
20
My Legacy Advisors
Oregon
$856K +$61.8K +1,380 +8%
GFG
21
Goldstone Financial Group
Illinois
$808K +$162K +3,676 +25%
MPW
22
Melone Private Wealth
Michigan
$574K +$4.77K +108 +0.8%
LSA
23
Lion Street Advisors
Texas
$521K +$131K +2,496 +33%
GWM
24
Geneos Wealth Management
Colorado
$519K -$29.8K -675 -5%
OPWM
25
Oxinas Partners Wealth Management
Indiana
$509K +$509K +11,539 New