WisdomTree U.S. Corporate Bond Fund
8 hedge funds and large institutions have $25.9M invested in WisdomTree U.S. Corporate Bond Fund in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
48% more capital invested
Capital invested by funds: $17.5M → $25.9M (+$8.42M)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
8.97% less ownership
Funds ownership: 111.24% → 102.27% (-9%)
11% less funds holding
Funds holding: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$10.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$90.1K |
| 3 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$46.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$710K |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$704K |
| 3 |
Bank of New York Mellon
New York
|
-$213K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $12.6M | +$10.8M | +206,180 | +478% |
|
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $5.92M | -$710K | -13,620 | -10% |
|
|
SS
3
Simplicity Solutions
Minneapolis,
Minnesota
| $5.88M | -$704K | -13,492 | -10% |
|
|
RIA
4
Realta Investment Advisors
Wilmington,
Delaware
| $762K | +$46.2K | +886 | +6% |
|
5
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $512K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $120K | +$90.1K | +1,728 | +268% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $94K | +$96.9K | +1,858 | New |
|
|
8
Bank of New York Mellon
New York
| – | -$213K | -4,054 | Closed |
|
QIG Hedge Fund Activity: Q1 2020 in Review
8 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Corporate Bond Fund (QIG) for Q1 2020, worth a combined $25.9M — up 48% from $17.5M a quarter earlier.
Fund positioning in QIG was balanced in Q1 2020: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, adding an estimated $10.8M. The largest seller was AE Wealth Management, cutting an estimated $710K.
- 8 institutional investors held WisdomTree U.S. Corporate Bond Fund (QIG) as of Q1 2020, down from 9 in Q4 2019.
- Funds reported $25.9M of WisdomTree U.S. Corporate Bond Fund stock for Q1 2020, up 48% quarter-over-quarter.
- 1 fund opened new WisdomTree U.S. Corporate Bond Fund positions in Q1 2020 and 1 closed out, a net change of 0 holders.
- The largest WisdomTree U.S. Corporate Bond Fund buyer in Q1 2020 was Jane Street, an estimated $10.8M added.
- The largest WisdomTree U.S. Corporate Bond Fund seller in Q1 2020 was AE Wealth Management, an estimated $710K sold.
Based on aggregated 13F filings for Q1 2020.