WisdomTree U.S. Corporate Bond Fund
12 hedge funds and large institutions have $39.4M invested in WisdomTree U.S. Corporate Bond Fund in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 4 closing their positions.
2.05% more ownership
Funds ownership: 86.86% → 88.91% (+2.1%)
6% less capital invested
Capital invested by funds: $42M → $39.4M (-$2.58M)
14% less funds holding
Funds holding: 14 → 12 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.21M |
| 2 |
Jane Street
New York
|
+$957K |
| 3 |
PA
Perennial Advisors
New York
|
+$235K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$51 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$929K |
| 2 |
MWM
Maripau Wealth Management
Fort Wayne,
Indiana
|
-$225K |
| 3 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$109K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$97.7K |
| 5 |
LPL Financial
San Diego,
California
|
-$97K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $34.9M | +$1.21M | +23,895 | +3% |
|
|
2
Jane Street
New York
| $2.29M | +$957K | +18,843 | +68% |
|
|
3
LPL Financial
San Diego,
California
| $1.15M | -$97K | -1,910 | -8% |
|
|
PAG
4
Private Advisor Group
Morristown,
New Jersey
| $371K | -$97.7K | -1,925 | -20% |
|
|
FAIM
5
Financial Advocates Investment Management
Olympia,
Washington
| $229K | -$12.2K | -240 | -5% |
|
|
PA
6
Perennial Advisors
New York
| $228K | +$235K | +4,637 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $122K | – | – | – |
|
|
NC
8
NewSquare Capital
Newtown Square,
Pennsylvania
| $71K | -$109K | -2,150 | -60% |
|
9
UBS Group
Zurich,
Switzerland
| $17K | -$14.2K | -279 | -45% |
|
|
LAS
10
Lloyd Advisory Services
Suwanee,
Georgia
| $14K | – | – | – |
|
|
ARC
11
Advisor Resource Council
Dallas,
Texas
| – | -$929K | -17,298 | Closed |
|
|
MWM
12
Maripau Wealth Management
Fort Wayne,
Indiana
| – | -$225K | -4,445 | Closed |
|
13
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$36K | -667 | Closed |
|
|
14
Fidelity Investments
Boston,
Massachusetts
| – | +$51 | +1 | New |
|
QIG Hedge Fund Activity: Q1 2022 in Review
12 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Corporate Bond Fund (QIG) for Q1 2022, worth a combined $39.4M — down 6.1% from $42M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of QIG and 2 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 2 added.
The largest buyer was AE Wealth Management, adding an estimated $1.21M. The largest seller was Advisor Resource Council, exiting entirely with an estimated $929K sold.
- 12 institutional investors held WisdomTree U.S. Corporate Bond Fund (QIG) as of Q1 2022, down from 14 in Q4 2021.
- Funds reported $39.4M of WisdomTree U.S. Corporate Bond Fund stock for Q1 2022, down 6.1% quarter-over-quarter.
- 2 funds opened new WisdomTree U.S. Corporate Bond Fund positions in Q1 2022 and 4 closed out, a net change of -2 holders.
- The largest WisdomTree U.S. Corporate Bond Fund buyer in Q1 2022 was AE Wealth Management, an estimated $1.21M added.
- The largest WisdomTree U.S. Corporate Bond Fund seller in Q1 2022 was Advisor Resource Council, an estimated $929K sold.
Based on aggregated 13F filings for Q1 2022.