WisdomTree U.S. Corporate Bond Fund
10 hedge funds and large institutions have $49.5M invested in WisdomTree U.S. Corporate Bond Fund in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 4 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
9% less capital invested
Capital invested by funds: $54.6M → $49.5M (-$5.08M)
10.82% less ownership
Funds ownership: 111.15% → 100.34% (-11%)
23% less funds holding
Funds holding: 13 → 10 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$881K |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$473K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$412K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$176K |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$29.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.84M |
| 2 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$819K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$259K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$256K |
| 5 |
PA
Perennial Advisors
New York
|
-$96K |
QIG Hedge Fund Activity: Q3 2020 in Review
10 of the 4,971 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Corporate Bond Fund (QIG) for Q3 2020, worth a combined $49.5M — down 9.3% from $54.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of QIG and 1 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 5 added.
The largest buyer was LPL Financial, adding an estimated $881K. The largest seller was Jane Street, exiting entirely with an estimated $5.84M sold.
- 10 institutional investors held WisdomTree U.S. Corporate Bond Fund (QIG) as of Q3 2020, down from 13 in Q2 2020.
- Funds reported $49.5M of WisdomTree U.S. Corporate Bond Fund stock for Q3 2020, down 9.3% quarter-over-quarter.
- 1 fund opened new WisdomTree U.S. Corporate Bond Fund positions in Q3 2020 and 4 closed out, a net change of -3 holders.
- The largest WisdomTree U.S. Corporate Bond Fund buyer in Q3 2020 was LPL Financial, an estimated $881K added.
- The largest WisdomTree U.S. Corporate Bond Fund seller in Q3 2020 was Jane Street, an estimated $5.84M sold.
Based on aggregated 13F filings for Q3 2020.