WisdomTree U.S. Corporate Bond Fund
14 hedge funds and large institutions have $40.1M invested in WisdomTree U.S. Corporate Bond Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 4 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
3% less capital invested
Capital invested by funds: $41.4M → $40.1M (-$1.32M)
1.86% less ownership
Funds ownership: 84.43% → 82.56% (-1.9%)
7% less funds holding
Funds holding: 15 → 14 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.45M |
| 2 |
Jane Street
New York
|
+$2.42M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$262K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$209K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$66.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.82M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$1.11M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$516K |
| 4 |
T
TRUADVICE
Sarasota,
Florida
|
-$364K |
| 5 |
PA
Perennial Advisors
New York
|
-$136K |
QIG Hedge Fund Activity: Q3 2021 in Review
14 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Corporate Bond Fund (QIG) for Q3 2021, worth a combined $40.1M — down 3.2% from $41.4M a quarter earlier.
Fund positioning in QIG was balanced in Q3 2021: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 2 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $2.45M. The largest seller was LPL Financial, cutting an estimated $3.82M.
- 14 institutional investors held WisdomTree U.S. Corporate Bond Fund (QIG) as of Q3 2021, down from 15 in Q2 2021.
- Funds reported $40.1M of WisdomTree U.S. Corporate Bond Fund stock for Q3 2021, down 3.2% quarter-over-quarter.
- 4 funds opened new WisdomTree U.S. Corporate Bond Fund positions in Q3 2021 and 4 closed out, a net change of 0 holders.
- The largest WisdomTree U.S. Corporate Bond Fund buyer in Q3 2021 was AE Wealth Management, an estimated $2.45M added.
- The largest WisdomTree U.S. Corporate Bond Fund seller in Q3 2021 was LPL Financial, an estimated $3.82M sold.
Based on aggregated 13F filings for Q3 2021.