QHY

WisdomTree U.S. High Yield Corporate Bond Fund
QHY

Overview Fund Activity

56 hedge funds and large institutions have $194M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
24
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.97M
2
CAN
Cetera Advisor Networks
California
+$1.48M
3
TC
Trilogy Capital
California
+$1.28M
4
IWP
Invenio Wealth Partners
Florida
+$1.09M
5
LPL Financial
LPL Financial
California
+$960K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.5M
2
Bank of America
Bank of America
North Carolina
-$4.43M
3
AWM
AE Wealth Management
Kansas
-$2.92M
4
Jane Street
Jane Street
New York
-$1.96M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$78.6M +$279K +6,148 +0.4%
Bank of America
2
Bank of America
North Carolina
$28.2M -$4.43M -97,863 -14%
Osaic Holdings
3
Osaic Holdings
Arizona
$10.3M +$91.4K +2,016 +0.9%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.97M +$6.97M +153,863 New
IWP
5
Invenio Wealth Partners
Florida
$6.94M +$1.09M +24,117 +19%
CAN
6
Cetera Advisor Networks
California
$6.86M +$1.48M +32,634 +27%
LWL
7
Leo Wealth LLC
Texas
$6.84M +$443K +9,798 +7%
LPL Financial
8
LPL Financial
California
$6.5M +$960K +21,191 +17%
CWM
9
Collaborative Wealth Management
Florida
$5.48M -$205K -4,529 -4%
AFTS
10
American Financial & Tax Strategies
New York
$4.3M +$184K +4,058 +4%
Morgan Stanley
11
Morgan Stanley
New York
$4.18M -$6.5M -143,350 -61%
TC
12
Trilogy Capital
California
$3.1M +$1.28M +28,161 +70%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.87M -$1.86M -41,018 -39%
PAG
14
Private Advisor Group
New Jersey
$2.6M -$1.46M -32,207 -36%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$2.54M +$131K +2,892 +5%
GFG
16
Goldstone Financial Group
Illinois
$1.89M +$389K +8,584 +26%
AI
17
Atria Investments
North Carolina
$1.87M -$264K -5,827 -12%
SAM
18
Smartleaf Asset Management
Massachusetts
$1.42M -$511K -11,267 -26%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.28M -$380K -8,396 -23%
RJA
20
Raymond James & Associates
Florida
$1.09M +$27.2K +600 +3%
MFA
21
Millington Financial Advisors
Illinois
$1.03M +$30.4K +670 +3%
KIA
22
KLR Investment Advisors
Rhode Island
$879K -$147K -3,293 -14%
MLA
23
My Legacy Advisors
Oregon
$823K -$70.2K -1,550 -8%
KAS
24
Kestra Advisory Services
Texas
$688K -$1.28M -28,268 -65%
MPW
25
Melone Private Wealth
Michigan
$684K +$12.6K +277 +2%
1
2 3