WisdomTree U.S. High Yield Corporate Bond Fund
QHY
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.
33% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 18
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less capital invested
Capital invested by funds: $204M → $194M (-$9.52M)
1.63% less ownership
Funds ownership: 87.36% → 85.72% (-1.6%)
5% less funds holding
Funds holding: 59 → 56 (-3)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.95M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.47M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
+$1.27M |
| 4 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
+$1.09M |
| 5 |
LPL Financial
San Diego,
California
|
+$957K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.47M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.42M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.92M |
| 4 |
Jane Street
New York
|
-$1.96M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.85M |
QHY Hedge Fund Activity: Q1 2024 in Review
56 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q1 2024, worth a combined $194M — down 4.7% from $204M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of QHY and 6 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 24 added.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $6.95M. The largest seller was Morgan Stanley, cutting an estimated $6.47M.
- 56 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q1 2024, down from 59 in Q4 2023.
- Funds reported $194M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q1 2024, down 4.7% quarter-over-quarter.
- 6 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q1 2024 and 9 closed out, a net change of -3 holders.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q1 2024 was Cetera Investment Advisers, an estimated $6.95M added.
- The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q1 2024 was Morgan Stanley, an estimated $6.47M sold.
Based on aggregated 13F filings for Q1 2024.