QHY

WisdomTree U.S. High Yield Corporate Bond Fund
QHY

Overview Fund Activity

59 hedge funds and large institutions have $204M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
14
Increased
24
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$10.7M
2
KAS
Kestra Advisory Services
Texas
$1.97M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.41M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.74M
5
AI
Atria Investments
North Carolina
$2.13M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$78.6M
2
Bank of America
Bank of America
North Carolina
$32.7M
3
Jane Street
Jane Street
New York
$1.96M
4
LPL Financial
LPL Financial
California
$5.55M
5
RA
RFG Advisory
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$78.6M -$6.2M -136,603 -7%
Bank of America
2
Bank of America
North Carolina
$32.7M -$4.71M -103,739 -13%
Morgan Stanley
3
Morgan Stanley
New York
$10.7M +$8.4M +184,829 +364%
Osaic Holdings
4
Osaic Holdings
Arizona
$10.2M -$381K -8,394 -4%
LWL
5
Leo Wealth LLC
Texas
$6.41M +$6.41M +141,496 New
IWP
6
Invenio Wealth Partners
Florida
$5.86M +$709K +15,617 +14%
CWM
7
Collaborative Wealth Management
Florida
$5.7M -$211K -4,650 -4%
LPL Financial
8
LPL Financial
California
$5.55M -$1.05M -23,077 -16%
CAN
9
Cetera Advisor Networks
California
$5.39M -$107K -2,345 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.74M +$1.17M +25,784 +33%
AFTS
11
American Financial & Tax Strategies
New York
$4.13M +$4.13M +90,894 New
PAG
12
Private Advisor Group
New Jersey
$4.07M +$183K +4,024 +5%
AWM
13
AE Wealth Management
Kansas
$2.92M +$85.5K +1,889 +3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$2.41M +$1.38M +30,302 +133%
AI
15
Atria Investments
North Carolina
$2.13M +$886K +19,503 +71%
KAS
16
Kestra Advisory Services
Texas
$1.97M +$1.47M +32,322 +291%
Jane Street
17
Jane Street
New York
$1.96M -$2.99M -65,728 -60%
SAM
18
Smartleaf Asset Management
Massachusetts
$1.94M +$1.94M +42,556 New
TC
19
Trilogy Capital
California
$1.83M +$620K +13,640 +51%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.66M -$128K -2,818 -7%
GFG
21
Goldstone Financial Group
Illinois
$1.51M +$401K +8,836 +36%
FGAM
22
Financial Gravity Asset Management
Texas
$1.47M +$73.4K +109 +5%
RJA
23
Raymond James & Associates
Florida
$1.07M +$44.2K +974 +4%
KIA
24
KLR Investment Advisors
Rhode Island
$1.05M -$10.9K -241 -1%
MFA
25
Millington Financial Advisors
Illinois
$1.01M -$158K -3,481 -14%
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