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QHY

WisdomTree U.S. High Yield Corporate Bond Fund

61 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 14 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

11% more funds holding

Funds holding: 5561 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $180M → $173M (-$7.47M)

1.55% less ownership

Funds ownership: 81.34%79.79% (-1.6%)

Holders
61
Holders Change
+6
Holders Change %
+10.91%
% 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
14
Increased
23
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$72.8M -$626K -13,684 -0.8%
Bank of America
2
Bank of America
North Carolina
$29.6M +$703K +15,370 +2%
IWP
3
Invenio Wealth Partners
Florida
$8.45M +$138K +3,010 +2%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$7.68M +$214K +4,689 +3%
LWL
5
Leo Wealth LLC
Texas
$7.63M +$256K +5,606 +3%
Morgan Stanley
6
Morgan Stanley
New York
$5M -$29K -634 -0.6%
LPL Financial
7
LPL Financial
California
$4.78M -$960K -20,984 -17%
GFG
8
Goldstone Financial Group
Illinois
$3.84M +$883K +19,311 +29%
CWM
9
Collaborative Wealth Management
Florida
$3.26M -$243K -5,304 -7%
PAG
10
Private Advisor Group
New Jersey
$2.5M +$111K +2,426 +5%
AI
11
Atria Investments
North Carolina
$2.42M +$431K +9,427 +21%
HBS
12
Howard Bailey Securities
Indiana
$2.16M +$73.1K +1,599 +3%
JP Morgan Chase
13
JP Morgan Chase
New York
$2.13M -$299K -6,527 -12%
NA
14
NewEdge Advisors
Louisiana
$1.63M +$1.25M +27,364 +314%
SAM
15
Smartleaf Asset Management
Massachusetts
$1.55M +$104K +2,282 +7%
IA
16
Insight Advisors
Pennsylvania
$1.46M +$247K +5,408 +20%
DFP
17
Defined Financial Planning
California
$1.45M +$1.47M +32,044 New
MFA
18
Millington Financial Advisors
Illinois
$1.31M +$184K +4,027 +16%
AA
19
Armis Advisers
Georgia
$1.26M +$1.27M +27,873 New
BWMG
20
Barnes Wealth Management Group
California
$1.22M +$1.23M +26,983 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.09M -$716K -15,659 -39%
Osaic Holdings
22
Osaic Holdings
Arizona
$933K -$4.58M -100,052 -83%
OPWM
23
Oxinas Partners Wealth Management
Indiana
$809K +$51.1K +1,117 +7%
Raymond James Financial
24
Raymond James Financial
Florida
$719K +$729K +15,930 New
NC
25
NewSquare Capital
Pennsylvania
$697K +$29.3K +641 +4%

QHY Hedge Fund Activity: Q4 2024 in Review

61 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. High Yield Corporate Bond Fund (QHY) for Q4 2024, worth a combined $173M — down 4.1% from $180M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QHY positions and 7 closed out — a net gain of 7 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $1.25M. The largest seller was Osaic Holdings, cutting an estimated $4.58M.

  • 61 institutional investors held WisdomTree U.S. High Yield Corporate Bond Fund (QHY) as of Q4 2024, up from 55 in Q3 2024.
  • Funds reported $173M of WisdomTree U.S. High Yield Corporate Bond Fund stock for Q4 2024, down 4.1% quarter-over-quarter.
  • 14 funds opened new WisdomTree U.S. High Yield Corporate Bond Fund positions in Q4 2024 and 7 closed out, a net change of +7 holders.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund buyer in Q4 2024 was NewEdge Advisors, an estimated $1.25M added.
  • The largest WisdomTree U.S. High Yield Corporate Bond Fund seller in Q4 2024 was Osaic Holdings, an estimated $4.58M sold.

Based on aggregated 13F filings for Q4 2024.