WisdomTree U.S. Corporate Bond Fund
14 hedge funds and large institutions have $42M invested in WisdomTree U.S. Corporate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.
4.3% more ownership
Funds ownership: 82.56% → 86.86% (+4.3%)
5% more capital invested
Capital invested by funds: $40.1M → $42M (+$1.89M)
0% more funds holding
Funds holding: 14 → 14 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.7M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$934K |
| 3 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$36.7K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$26.3K |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$6.86K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.45M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$205K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$103K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$61K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$47.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $36.8M | +$3.7M | +68,629 | +11% |
|
|
2
Jane Street
New York
| $1.49M | -$2.45M | -45,400 | -62% |
|
3
LPL Financial
San Diego,
California
| $1.36M | -$28.7K | -532 | -2% |
|
|
ARC
4
Advisor Resource Council
Dallas,
Texas
| $929K | +$934K | +17,298 | New |
|
|
PAG
5
Private Advisor Group
Morristown,
New Jersey
| $508K | -$47.9K | -887 | -9% |
|
|
FAIM
6
Financial Advocates Investment Management
Olympia,
Washington
| $263K | +$6.86K | +127 | +3% |
|
|
MWM
7
Maripau Wealth Management
Fort Wayne,
Indiana
| $225K | +$240K | +4,445 | New |
|
|
NC
8
NewSquare Capital
Newtown Square,
Pennsylvania
| $193K | +$36.7K | +680 | +23% |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $134K | +$26.3K | +488 | +24% |
|
10
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $36K | +$36K | +667 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| $34K | -$103K | -1,907 | -75% |
|
|
LAS
12
Lloyd Advisory Services
Suwanee,
Georgia
| $16K | – | – | – |
|
|
13
Citadel Advisors
Miami,
Florida
| – | -$205K | -3,797 | Closed |
|
|
14
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$61K | -1,135 | Closed |
|
QIG Hedge Fund Activity: Q4 2021 in Review
14 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Corporate Bond Fund (QIG) for Q4 2021, worth a combined $42M — up 4.7% from $40.1M a quarter earlier.
Fund positioning in QIG was balanced in Q4 2021: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 4 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $3.7M. The largest seller was Jane Street, cutting an estimated $2.45M.
- 14 institutional investors held WisdomTree U.S. Corporate Bond Fund (QIG) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $42M of WisdomTree U.S. Corporate Bond Fund stock for Q4 2021, up 4.7% quarter-over-quarter.
- 3 funds opened new WisdomTree U.S. Corporate Bond Fund positions in Q4 2021 and 3 closed out, a net change of 0 holders.
- The largest WisdomTree U.S. Corporate Bond Fund buyer in Q4 2021 was AE Wealth Management, an estimated $3.7M added.
- The largest WisdomTree U.S. Corporate Bond Fund seller in Q4 2021 was Jane Street, an estimated $2.45M sold.
Based on aggregated 13F filings for Q4 2021.