WisdomTree U.S. Corporate Bond Fund
10 hedge funds and large institutions have $36.3M invested in WisdomTree U.S. Corporate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 5 closing their positions.
0.39% more ownership
Funds ownership: 88.91% → 89.3% (+0.39%)
8% less capital invested
Capital invested by funds: $39.4M → $36.3M (-$3.12M)
17% less funds holding
Funds holding: 12 → 10 (-2)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.44M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$415K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$353K |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$5.92K |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$3.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.13M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$371K |
| 3 |
LPL Financial
San Diego,
California
|
-$258K |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$229K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$74.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $28M | -$4.13M | -89,191 | -13% |
|
|
2
Jane Street
New York
| $6.43M | +$4.44M | +95,890 | +206% |
|
|
3
LPL Financial
San Diego,
California
| $802K | -$258K | -5,567 | -24% |
|
|
4
Citadel Advisors
Miami,
Florida
| $405K | +$415K | +8,965 | New |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $345K | +$353K | +7,640 | New |
|
|
PA
6
Perennial Advisors
New York
| $209K | – | – | – |
|
|
NC
7
NewSquare Capital
Newtown Square,
Pennsylvania
| $69K | +$3.7K | +80 | +6% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $40K | -$74.3K | -1,605 | -65% |
|
|
9
Fifth Third Bancorp
Cincinnati,
Ohio
| $6K | +$5.92K | +128 | New |
|
|
PAG
10
Private Advisor Group
Morristown,
New Jersey
| – | -$371K | -7,537 | Closed |
|
|
FAIM
11
Financial Advocates Investment Management
Olympia,
Washington
| – | -$229K | -4,658 | Closed |
|
12
UBS Group
Zurich,
Switzerland
| – | -$17K | -346 | Closed |
|
|
LAS
13
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$14K | -293 | Closed |
|
QIG Hedge Fund Activity: Q2 2022 in Review
10 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Corporate Bond Fund (QIG) for Q2 2022, worth a combined $36.3M — down 7.9% from $39.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of QIG and 3 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was Jane Street, adding an estimated $4.44M. The largest seller was AE Wealth Management, cutting an estimated $4.13M.
- 10 institutional investors held WisdomTree U.S. Corporate Bond Fund (QIG) as of Q2 2022, down from 12 in Q1 2022.
- Funds reported $36.3M of WisdomTree U.S. Corporate Bond Fund stock for Q2 2022, down 7.9% quarter-over-quarter.
- 3 funds opened new WisdomTree U.S. Corporate Bond Fund positions in Q2 2022 and 5 closed out, a net change of -2 holders.
- The largest WisdomTree U.S. Corporate Bond Fund buyer in Q2 2022 was Jane Street, an estimated $4.44M added.
- The largest WisdomTree U.S. Corporate Bond Fund seller in Q2 2022 was AE Wealth Management, an estimated $4.13M sold.
Based on aggregated 13F filings for Q2 2022.