WisdomTree U.S. Corporate Bond Fund
10 hedge funds and large institutions have $4.15M invested in WisdomTree U.S. Corporate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
40.45% less ownership
Funds ownership: 89.3% → 48.86% (-40%)
89% less capital invested
Capital invested by funds: $36.3M → $4.15M (-$32.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$389K |
| 2 |
LPL Financial
San Diego,
California
|
+$18.5K |
| 3 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$7.24K |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$3.39K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.03K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$28M |
| 2 |
Jane Street
New York
|
-$4.01M |
| 3 |
PA
Perennial Advisors
New York
|
-$209K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$106K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $2.28M | -$4.01M | -88,603 | -62% |
|
|
2
LPL Financial
San Diego,
California
| $771K | +$18.5K | +409 | +2% |
|
|
3
Citadel Advisors
Miami,
Florida
| $745K | +$389K | +8,592 | +96% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $225K | -$106K | -2,333 | -31% |
|
|
NC
5
NewSquare Capital
Newtown Square,
Pennsylvania
| $68K | +$3.39K | +75 | +5% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $38K | +$769 | +17 | +2% |
|
|
RIA
7
Realta Investment Advisors
Wilmington,
Delaware
| $7K | +$7.24K | +160 | New |
|
8
Fifth Third Bancorp
Cincinnati,
Ohio
| $5K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $3K | +$3.03K | +67 | New |
|
|
AWM
10
AE Wealth Management
Topeka,
Kansas
| – | -$28M | -619,754 | Closed |
|
|
PA
11
Perennial Advisors
New York
| – | -$209K | -4,637 | Closed |
|
QIG Hedge Fund Activity: Q3 2022 in Review
10 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Corporate Bond Fund (QIG) for Q3 2022, worth a combined $4.15M — down 89% from $36.3M a quarter earlier.
Fund positioning in QIG was balanced in Q3 2022: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $389K. The largest seller was AE Wealth Management, exiting entirely with an estimated $28M sold.
- 10 institutional investors held WisdomTree U.S. Corporate Bond Fund (QIG) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $4.15M of WisdomTree U.S. Corporate Bond Fund stock for Q3 2022, down 89% quarter-over-quarter.
- 2 funds opened new WisdomTree U.S. Corporate Bond Fund positions in Q3 2022 and 2 closed out, a net change of 0 holders.
- The largest WisdomTree U.S. Corporate Bond Fund buyer in Q3 2022 was Citadel Advisors, an estimated $389K added.
- The largest WisdomTree U.S. Corporate Bond Fund seller in Q3 2022 was AE Wealth Management, an estimated $28M sold.
Based on aggregated 13F filings for Q3 2022.