QHY

WisdomTree U.S. High Yield Corporate Bond Fund

54 hedge funds and large institutions have $185M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
22
Reduced
20
Closed
2
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
$80.6M +$1.71M +39,555 +2%
Bank of America
2
Bank of America
North Carolina
$35.6M +$7.15M +165,458 +25%
Osaic Holdings
3
Osaic Holdings
Arizona
$10.1M +$416K +9,635 +4%
LPL Financial
4
LPL Financial
California
$6.28M -$1.08M -25,071 -15%
CWM
5
Collaborative Wealth Management
Florida
$5.62M -$243K -5,635 -4%
CAN
6
Cetera Advisor Networks
California
$5.23M +$29.3K +679 +0.6%
IWP
7
Invenio Wealth Partners
Florida
$4.89M +$4.89M +113,325 New
Jane Street
8
Jane Street
New York
$4.7M -$1.61M -37,339 -26%
PAG
9
Private Advisor Group
New Jersey
$3.7M +$168K +3,898 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.39M +$322K +7,444 +10%
AWM
11
AE Wealth Management
Kansas
$2.71M -$6.52K -151 -0.2%
Morgan Stanley
12
Morgan Stanley
New York
$2.19M -$251K -5,816 -10%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.7M +$369K +8,551 +28%
FGAM
14
Financial Gravity Asset Management
Texas
$1.46M +$1.39M +1,962 +1,800%
T
15
TRUADVICE
Florida
$1.45M +$1.14M +26,288 +366%
AI
16
Atria Investments
North Carolina
$1.19M +$192K +4,438 +19%
TC
17
Trilogy Capital
California
$1.15M +$223K +5,165 +24%
MFA
18
Millington Financial Advisors
Illinois
$1.11M -$8.47K -196 -0.8%
GFG
19
Goldstone Financial Group
Illinois
$1.05M +$261K +6,054 +33%
KIA
20
KLR Investment Advisors
Rhode Island
$1.04M -$34K -760 -3%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$986K +$986K +22,824 New
RJA
22
Raymond James & Associates
Florida
$974K +$974K +22,558 New
RA
23
RFG Advisory
Alabama
$949K +$29.8K +690 +3%
MLA
24
My Legacy Advisors
Oregon
$807K -$84 -2 -0%
MPW
25
Melone Private Wealth
Michigan
$567K +$4.92K +114 +0.9%