QHY

WisdomTree U.S. High Yield Corporate Bond Fund
QHY

Overview Fund Activity

60 hedge funds and large institutions have $173M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
23
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$1.24M
2
GFG
Goldstone Financial Group
Illinois
+$872K
3
Bank of America
Bank of America
North Carolina
+$694K
4
AI
Atria Investments
North Carolina
+$425K
5
MMA
Miracle Mile Advisors
California
+$253K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$4.52M
2
Jane Street
Jane Street
New York
-$1.77M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.09M
4
LPL Financial
LPL Financial
California
-$947K
5
Citadel Advisors
Citadel Advisors
Florida
-$877K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$72.8M -$618K -13,684 -0.8%
Bank of America
2
Bank of America
North Carolina
$29.6M +$694K +15,370 +2%
IWP
3
Invenio Wealth Partners
Florida
$8.45M +$136K +3,010 +2%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$7.68M +$212K +4,689 +3%
LWL
5
Leo Wealth LLC
Texas
$7.63M +$253K +5,606 +3%
Morgan Stanley
6
Morgan Stanley
New York
$5M -$28.6K -634 -0.6%
LPL Financial
7
LPL Financial
California
$4.78M -$947K -20,984 -17%
GFG
8
Goldstone Financial Group
Illinois
$3.84M +$872K +19,311 +29%
CWM
9
Collaborative Wealth Management
Florida
$3.26M -$239K -5,304 -7%
PAG
10
Private Advisor Group
New Jersey
$2.5M +$109K +2,426 +5%
AI
11
Atria Investments
North Carolina
$2.42M +$425K +9,427 +21%
HBS
12
Howard Bailey Securities
Indiana
$2.16M +$72.2K +1,599 +3%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$2.13M -$295K -6,527 -12%
NA
14
NewEdge Advisors
Louisiana
$1.63M +$1.24M +27,364 +314%
SAM
15
Smartleaf Asset Management
Massachusetts
$1.55M +$103K +2,282 +7%
IA
16
Insight Advisors
Pennsylvania
$1.46M +$244K +5,408 +20%
DFP
17
Defined Financial Planning
California
$1.45M +$1.45M +32,044 New
MFA
18
Millington Financial Advisors
Illinois
$1.31M +$183K +4,027 +16%
AA
19
Armis Advisers
Georgia
$1.26M +$1.26M +27,873 New
BWMG
20
Barnes Wealth Management Group
California
$1.22M +$1.22M +26,983 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.09M -$707K -15,659 -39%
Osaic Holdings
22
Osaic Holdings
Arizona
$933K -$4.52M -100,052 -83%
OPWM
23
Oxinas Partners Wealth Management
Indiana
$809K +$50.4K +1,117 +7%
Raymond James Financial
24
Raymond James Financial
Florida
$719K +$719K +15,930 New
NC
25
NewSquare Capital
Pennsylvania
$697K +$28.9K +641 +4%
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