WisdomTree U.S. Corporate Bond Fund
9 hedge funds and large institutions have $17.5M invested in WisdomTree U.S. Corporate Bond Fund in 2019 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
22% more capital invested
Capital invested by funds: $14.4M → $17.5M (+$3.14M)
18% less funds holding
Funds holding: 11 → 9 (-2)
26.22% less ownership
Funds ownership: 137.46% → 111.24% (-26%)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.38M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$2.33M |
| 3 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$133K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$78.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$21.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.07M |
| 2 |
Jane Street
New York
|
-$775K |
| 3 |
Morgan Stanley
New York
|
-$24K |
| 4 |
Bank of New York Mellon
New York
|
-$2.51K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $6.84M | +$2.38M | +45,570 | +54% |
|
|
SS
2
Simplicity Solutions
Minneapolis,
Minnesota
| $6.79M | +$2.33M | +44,656 | +52% |
|
|
3
Jane Street
New York
| $2.26M | -$775K | -14,845 | -26% |
|
|
RIA
4
Realta Investment Advisors
Wilmington,
Delaware
| $742K | +$133K | +2,543 | +22% |
|
5
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $512K | – | – | – |
|
|
6
Bank of New York Mellon
New York
| $213K | -$2.51K | -48 | -1% |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $97K | +$78.8K | +1,508 | +431% |
|
|
8
UBS Group
Zurich,
Switzerland
| $34K | +$21.8K | +417 | +184% |
|
|
9
Envestnet Asset Management
Chicago,
Illinois
| – | -$1.07M | -20,547 | Closed |
|
|
10
Morgan Stanley
New York
| – | -$24K | -454 | Closed |
|
QIG Hedge Fund Activity: Q4 2019 in Review
9 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Corporate Bond Fund (QIG) for Q4 2019, worth a combined $17.5M — up 22% from $14.4M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of QIG and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 5 added.
The largest buyer was AE Wealth Management, adding an estimated $2.38M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $1.07M sold.
- 9 institutional investors held WisdomTree U.S. Corporate Bond Fund (QIG) as of Q4 2019, down from 11 in Q3 2019.
- Funds reported $17.5M of WisdomTree U.S. Corporate Bond Fund stock for Q4 2019, up 22% quarter-over-quarter.
- 0 funds opened new WisdomTree U.S. Corporate Bond Fund positions in Q4 2019 and 2 closed out, a net change of -2 holders.
- The largest WisdomTree U.S. Corporate Bond Fund buyer in Q4 2019 was AE Wealth Management, an estimated $2.38M added.
- The largest WisdomTree U.S. Corporate Bond Fund seller in Q4 2019 was Envestnet Asset Management, an estimated $1.07M sold.
Based on aggregated 13F filings for Q4 2019.