WisdomTree U.S. High Yield Corporate Bond Fund
QHY
59 hedge funds and large institutions have $197M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
11% more funds holding
Funds holding: 53 → 59 (+6)
7% more capital invested
Capital invested by funds: $183M → $197M (+$13.4M)
1.73% more ownership
Funds ownership: 83.27% → 85.01% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.93M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.41M |
| 3 |
JP Morgan Chase
New York
|
+$1.32M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.13M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$853K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.97M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.54M |
| 3 |
Jane Street
New York
|
-$2.87M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.01M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$949K |
QHY Hedge Fund Activity: Q4 2023 in Review
59 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q4 2023, worth a combined $197M — up 7.3% from $183M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new QHY positions and 8 closed out — a net gain of 7 holders — while 23 added to existing stakes and 16 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.93M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $5.97M.
- 59 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q4 2023, up from 53 in Q3 2023.
- Funds reported $197M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q4 2023, up 7.3% quarter-over-quarter.
- 15 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q4 2023 and 8 closed out, a net change of +7 holders.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q4 2023 was Morgan Stanley, an estimated $2.93M added.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q4 2023 was Carson Wealth (CWM LLC), an estimated $5.97M sold.
Based on aggregated 13F filings for Q4 2023.