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QIG

WisdomTree U.S. Corporate Bond Fund

15 hedge funds and large institutions have $41.4M invested in WisdomTree U.S. Corporate Bond Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

7% more funds holding

Funds holding: 1415 (+1)

4% more capital invested

Capital invested by funds: $39.8M → $41.4M (+$1.62M)

0.12% more ownership

Funds ownership: 84.3%84.43% (+0.12%)

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$31.2M -$850K -15,944 -3%
LPL Financial
2
LPL Financial
California
$5.19M -$866K -16,235 -15%
Jane Street
3
Jane Street
New York
$1.58M +$614K +11,523 +66%
ARC
4
Advisor Resource Council
Texas
$1.11M +$1.09M +20,419 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$516K +$504K +9,461 New
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$512K
PAG
7
Private Advisor Group
New Jersey
$498K +$1.87K +35 +0.4%
T
8
TRUADVICE
Florida
$364K +$351K +6,590 New
NC
9
NewSquare Capital
Pennsylvania
$145K +$18.9K +355 +15%
PA
10
Perennial Advisors
New York
$136K
Osaic Holdings
11
Osaic Holdings
Arizona
$106K +$4.11K +77 +4%
UBS Group
12
UBS Group
Switzerland
$76K +$74.7K +1,401 New
LAS
13
Lloyd Advisory Services
Georgia
$13K
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$5K -$13.7K -257 -75%
Citadel Advisors
15
Citadel Advisors
Florida
-$775K -14,784 Closed
RWB
16
RMR Wealth Builders
New Jersey
-$81K -1,550 Closed

QIG Hedge Fund Activity: Q2 2021 in Review

15 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Corporate Bond Fund (QIG) for Q2 2021, worth a combined $41.4M — up 4.1% from $39.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new QIG positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Jane Street, adding an estimated $614K. The largest seller was LPL Financial, cutting an estimated $866K.

  • 15 institutional investors held WisdomTree U.S. Corporate Bond Fund (QIG) as of Q2 2021, up from 14 in Q1 2021.
  • Funds reported $41.4M of WisdomTree U.S. Corporate Bond Fund stock for Q2 2021, up 4.1% quarter-over-quarter.
  • 4 funds opened new WisdomTree U.S. Corporate Bond Fund positions in Q2 2021 and 3 closed out, a net change of +1 holder.
  • The largest WisdomTree U.S. Corporate Bond Fund buyer in Q2 2021 was Jane Street, an estimated $614K added.
  • The largest WisdomTree U.S. Corporate Bond Fund seller in Q2 2021 was LPL Financial, an estimated $866K sold.

Based on aggregated 13F filings for Q2 2021.