WisdomTree U.S. Corporate Bond Fund
8 hedge funds and large institutions have $4.58M invested in WisdomTree U.S. Corporate Bond Fund in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.
8.72% less ownership
Funds ownership: 60.25% → 51.53% (-8.7%)
12% less capital invested
Capital invested by funds: $5.21M → $4.58M (-$626K)
20% less funds holding
Funds holding: 10 → 8 (-2)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Perennial Advisors
New York
|
+$216K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$130K |
| 3 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$5.74K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$958K |
| 2 |
LPL Financial
San Diego,
California
|
-$114K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$36.4K |
| 4 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$6.91K |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$5.53K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $2.39M | -$958K | -21,681 | -29% |
|
|
2
LPL Financial
San Diego,
California
| $1.22M | -$114K | -2,590 | -9% |
|
|
3
Citadel Advisors
Miami,
Florida
| $670K | +$130K | +2,941 | +24% |
|
|
PA
4
Perennial Advisors
New York
| $217K | +$216K | +4,889 | New |
|
|
NC
5
NewSquare Capital
Newtown Square,
Pennsylvania
| $77.8K | +$5.74K | +130 | +8% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $5.6K | -$36.4K | -825 | -87% |
|
|
BAM
7
Belpointe Asset Management
Reno,
Nevada
| $1.69K | – | – | – |
|
8
Fidelity Investments
Boston,
Massachusetts
| $44 | – | – | – |
|
|
RIA
9
Realta Investment Advisors
Wilmington,
Delaware
| – | -$6.91K | -160 | Closed |
|
|
10
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$5.53K | -128 | Closed |
|
11
UBS Group
Zurich,
Switzerland
| – | -$475 | -11 | Closed |
|
QIG Hedge Fund Activity: Q1 2023 in Review
8 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Corporate Bond Fund (QIG) for Q1 2023, worth a combined $4.58M — down 12% from $5.21M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of QIG and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was Perennial Advisors, opening a new position worth an estimated $216K. The largest seller was Jane Street, cutting an estimated $958K.
- 8 institutional investors held WisdomTree U.S. Corporate Bond Fund (QIG) as of Q1 2023, down from 10 in Q4 2022.
- Funds reported $4.58M of WisdomTree U.S. Corporate Bond Fund stock for Q1 2023, down 12% quarter-over-quarter.
- 1 fund opened new WisdomTree U.S. Corporate Bond Fund positions in Q1 2023 and 3 closed out, a net change of -2 holders.
- The largest WisdomTree U.S. Corporate Bond Fund buyer in Q1 2023 was Perennial Advisors, an estimated $216K added.
- The largest WisdomTree U.S. Corporate Bond Fund seller in Q1 2023 was Jane Street, an estimated $958K sold.
Based on aggregated 13F filings for Q1 2023.