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QHY

WisdomTree U.S. High Yield Corporate Bond Fund

74 hedge funds and large institutions have $171M invested in WisdomTree U.S. High Yield Corporate Bond Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

17% more funds holding

Funds holding: 6374 (+11)

1.53% more ownership

Funds ownership: 81.99%83.52% (+1.5%)

2% more capital invested

Capital invested by funds: $168M → $171M (+$2.68M)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

Holders
74
Holders Change
+11
Holders Change %
+17.46%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
23
Reduced
23
Closed
3
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
$76.5M +$214K +4,602 +0.3%
Bank of America
2
Bank of America
North Carolina
$33.1M +$1.67M +35,895 +5%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$9.18M -$20.7K -446 -0.2%
LPL Financial
4
LPL Financial
California
$5.35M +$530K +11,412 +11%
GFG
5
Goldstone Financial Group
Illinois
$4.07M -$163K -3,509 -4%
Morgan Stanley
6
Morgan Stanley
New York
$3.78M +$145K +3,129 +4%
PAG
7
Private Advisor Group
New Jersey
$3.03M +$226K +4,861 +8%
CWM
8
Collaborative Wealth Management
Florida
$2.65M -$159K -3,427 -6%
WIM
9
WealthPlan Investment Management
Nebraska
$2.63M +$2.63M +56,584 New
AI
10
Atria Investments
North Carolina
$2.47M -$161K -3,462 -6%
IA
11
Insight Advisors
Pennsylvania
$2.1M +$185K +3,991 +10%
SAM
12
Smartleaf Asset Management
Massachusetts
$1.83M +$108K +2,334 +6%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$1.62M +$94.4K +2,031 +6%
BWMG
14
Barnes Wealth Management Group
California
$1.52M -$14.4K -309 -0.9%
MFA
15
Millington Financial Advisors
Illinois
$1.48M -$201K -4,326 -12%
Mariner
16
Mariner
Kansas
$1.44M +$1.44M +30,927 New
JP Morgan Chase
17
JP Morgan Chase
New York
$1.27M -$23.6K -508 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.03M +$151K +3,250 +17%
NS
19
NBC Securities
Alabama
$1M +$151K +3,259 +18%
OPWM
20
Oxinas Partners Wealth Management
Indiana
$952K +$33.1K +713 +4%
Osaic Holdings
21
Osaic Holdings
Arizona
$916K -$28.9K -622 -3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$870K -$44.7K -962 -5%
VPW
23
Vericrest Private Wealth
Pennsylvania
$845K +$845K +18,185 New
MPW
24
Melone Private Wealth
Michigan
$770K +$8.32K +179 +1%
Raymond James Financial
25
Raymond James Financial
Florida
$761K -$171K -3,679 -18%