WisdomTree U.S. Corporate Bond Fund
6 hedge funds and large institutions have $5.2M invested in WisdomTree U.S. Corporate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 3 closing their positions.
13% more capital invested
Capital invested by funds: $4.58M → $5.2M (+$616K)
7.79% more ownership
Funds ownership: 51.53% → 59.32% (+7.8%)
25% less funds holding
Funds holding: 8 → 6 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$657K |
| 2 |
LPL Financial
San Diego,
California
|
+$27.7K |
| 3 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$7.04K |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$1.54K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$132 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.6K |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$1.69K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$44 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $3M | +$657K | +14,917 | +28% |
|
|
2
LPL Financial
San Diego,
California
| $1.23M | +$27.7K | +630 | +2% |
|
|
3
Citadel Advisors
Miami,
Florida
| $660K | +$132 | +3 | +0% |
|
|
PA
4
Perennial Advisors
New York
| $214K | – | – | – |
|
|
NC
5
NewSquare Capital
Newtown Square,
Pennsylvania
| $78.2K | +$1.54K | +35 | +2% |
|
|
RIA
6
Realta Investment Advisors
Wilmington,
Delaware
| $7.01K | +$7.04K | +160 | New |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| – | -$5.6K | -126 | Closed |
|
|
BAM
8
Belpointe Asset Management
Reno,
Nevada
| – | -$1.69K | -38 | Closed |
|
|
9
Fidelity Investments
Boston,
Massachusetts
| – | -$44 | -1 | Closed |
|
QIG Hedge Fund Activity: Q2 2023 in Review
6 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Corporate Bond Fund (QIG) for Q2 2023, worth a combined $5.2M — up 13% from $4.58M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of QIG and 1 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 4 added.
The largest buyer was Jane Street, adding an estimated $657K. The largest seller was Osaic Holdings, exiting entirely with an estimated $5.6K sold.
- 6 institutional investors held WisdomTree U.S. Corporate Bond Fund (QIG) as of Q2 2023, down from 8 in Q1 2023.
- Funds reported $5.2M of WisdomTree U.S. Corporate Bond Fund stock for Q2 2023, up 13% quarter-over-quarter.
- 1 fund opened new WisdomTree U.S. Corporate Bond Fund positions in Q2 2023 and 3 closed out, a net change of -2 holders.
- The largest WisdomTree U.S. Corporate Bond Fund buyer in Q2 2023 was Jane Street, an estimated $657K added.
- The largest WisdomTree U.S. Corporate Bond Fund seller in Q2 2023 was Osaic Holdings, an estimated $5.6K sold.
Based on aggregated 13F filings for Q2 2023.