WisdomTree U.S. Corporate Bond Fund
11 hedge funds and large institutions have $14.4M invested in WisdomTree U.S. Corporate Bond Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.
307% more capital invested
Capital invested by funds: $3.53M → $14.4M (+$10.8M)
69.18% more ownership
Funds ownership: 68.28% → 137.46% (+69%)
57% more funds holding
Funds holding: 7 → 11 (+4)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.41M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$4.41M |
| 3 |
Jane Street
New York
|
+$1.82M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$64.1K |
| 5 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$36.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$80.2K |
| 2 |
Bank of New York Mellon
New York
|
-$414 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $4.44M | +$4.41M | +85,108 | New |
|
|
SS
2
Simplicity Solutions
Minneapolis,
Minnesota
| $4.44M | +$4.41M | +85,108 | New |
|
|
3
Jane Street
New York
| $3.02M | +$1.82M | +35,239 | +155% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $1.07M | +$64.1K | +1,239 | +6% |
|
|
RIA
5
Realta Investment Advisors
Wilmington,
Delaware
| $605K | +$36.2K | +700 | +6% |
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $512K | – | – | – |
|
|
7
Bank of New York Mellon
New York
| $214K | -$414 | -8 | -0.2% |
|
8
Morgan Stanley
New York
| $24K | +$23.5K | +454 | New |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $18K | +$18.1K | +350 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $12K | -$80.2K | -1,550 | -87% |
|
QIG Hedge Fund Activity: Q3 2019 in Review
11 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Corporate Bond Fund (QIG) for Q3 2019, worth a combined $14.4M — up 307% from $3.53M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new QIG positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $4.41M. The largest seller was UBS Group, cutting an estimated $80.2K.
- 11 institutional investors held WisdomTree U.S. Corporate Bond Fund (QIG) as of Q3 2019, up from 7 in Q2 2019.
- Funds reported $14.4M of WisdomTree U.S. Corporate Bond Fund stock for Q3 2019, up 307% quarter-over-quarter.
- 4 funds opened new WisdomTree U.S. Corporate Bond Fund positions in Q3 2019 and 0 closed out, a net change of +4 holders.
- The largest WisdomTree U.S. Corporate Bond Fund buyer in Q3 2019 was AE Wealth Management, an estimated $4.41M added.
- The largest WisdomTree U.S. Corporate Bond Fund seller in Q3 2019 was UBS Group, an estimated $80.2K sold.
Based on aggregated 13F filings for Q3 2019.