WisdomTree U.S. Corporate Bond Fund
5 hedge funds and large institutions have $3.33M invested in WisdomTree U.S. Corporate Bond Fund in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
1,182% more capital invested
Capital invested by funds: $260K → $3.33M (+$3.07M)
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
150% more funds holding
Funds holding: 2 → 5 (+3)
61.05% more ownership
Funds ownership: 5.47% → 66.53% (+61%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.54M |
| 2 |
Jane Street
New York
|
+$550K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$454K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.38K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Perennial Advisors
New York
|
-$30K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $1.58M | +$1.54M | +31,894 | New |
|
|
2
Jane Street
New York
| $801K | +$550K | +11,372 | +235% |
|
|
3
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $512K | +$454K | +9,392 | New |
|
|
RIA
4
Realta Investment Advisors
Wilmington,
Delaware
| $442K | +$433K | +8,955 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $3K | +$3.38K | +70 | New |
|
|
PA
6
Perennial Advisors
New York
| – | -$30K | -630 | Closed |
|
QIG Hedge Fund Activity: Q1 2019 in Review
5 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Corporate Bond Fund (QIG) for Q1 2019, worth a combined $3.33M — up 1,182% from $260K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new QIG positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.54M. The largest seller was Perennial Advisors, exiting entirely with an estimated $30K sold.
- 5 institutional investors held WisdomTree U.S. Corporate Bond Fund (QIG) as of Q1 2019, up from 2 in Q4 2018.
- Funds reported $3.33M of WisdomTree U.S. Corporate Bond Fund stock for Q1 2019, up 1,182% quarter-over-quarter.
- 4 funds opened new WisdomTree U.S. Corporate Bond Fund positions in Q1 2019 and 1 closed out, a net change of +3 holders.
- The largest WisdomTree U.S. Corporate Bond Fund buyer in Q1 2019 was Envestnet Asset Management, an estimated $1.54M added.
- The largest WisdomTree U.S. Corporate Bond Fund seller in Q1 2019 was Perennial Advisors, an estimated $30K sold.
Based on aggregated 13F filings for Q1 2019.