WisdomTree U.S. Corporate Bond Fund
14 hedge funds and large institutions have $39.8M invested in WisdomTree U.S. Corporate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
0% more funds holding
Funds holding: 14 → 14 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
47% less capital invested
Capital invested by funds: $74.4M → $39.8M (-$34.6M)
63.57% less ownership
Funds ownership: 147.87% → 84.3% (-64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$860K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$113K |
| 3 |
RWB
RMR Wealth Builders
Montclair,
New Jersey
|
+$83.3K |
| 4 |
PA
Perennial Advisors
New York
|
+$24.3K |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$23.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$27.3M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.53M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.14M |
| 4 |
Jane Street
New York
|
-$746K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$204K |
QIG Hedge Fund Activity: Q1 2021 in Review
14 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Corporate Bond Fund (QIG) for Q1 2021, worth a combined $39.8M — down 47% from $74.4M a quarter earlier.
Fund positioning in QIG was balanced in Q1 2021: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, adding an estimated $860K. The largest seller was Simplicity Solutions, exiting entirely with an estimated $27.3M sold.
- 14 institutional investors held WisdomTree U.S. Corporate Bond Fund (QIG) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $39.8M of WisdomTree U.S. Corporate Bond Fund stock for Q1 2021, down 47% quarter-over-quarter.
- 3 funds opened new WisdomTree U.S. Corporate Bond Fund positions in Q1 2021 and 3 closed out, a net change of 0 holders.
- The largest WisdomTree U.S. Corporate Bond Fund buyer in Q1 2021 was LPL Financial, an estimated $860K added.
- The largest WisdomTree U.S. Corporate Bond Fund seller in Q1 2021 was Simplicity Solutions, an estimated $27.3M sold.
Based on aggregated 13F filings for Q1 2021.