WisdomTree U.S. Corporate Bond Fund
9 hedge funds and large institutions have $4.55M invested in WisdomTree U.S. Corporate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 6 → 9 (+3)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
5.15% less ownership
Funds ownership: 59.32% → 54.17% (-5.1%)
12% less capital invested
Capital invested by funds: $5.2M → $4.55M (-$649K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$188K |
| 2 |
LPL Financial
San Diego,
California
|
+$98.8K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$16.5K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.96K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$652K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$152K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $2.24M | -$652K | -15,127 | -22% |
|
|
2
LPL Financial
San Diego,
California
| $1.28M | +$98.8K | +2,290 | +8% |
|
|
3
Citadel Advisors
Miami,
Florida
| $485K | -$152K | -3,515 | -23% |
|
|
NC
4
NewSquare Capital
Newtown Square,
Pennsylvania
| $258K | +$188K | +4,360 | +244% |
|
|
PA
5
Perennial Advisors
New York
| $205K | – | – | – |
|
|
NS
6
NBC Securities
Birmingham,
Alabama
| $45K | +$46.5K | +1,079 | New |
|
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| $16.6K | +$16.5K | +383 | New |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | +$9.96K | +231 | New |
|
|
RIA
9
Realta Investment Advisors
Wilmington,
Delaware
| $7.01K | – | – | – |
|
QIG Hedge Fund Activity: Q3 2023 in Review
9 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Corporate Bond Fund (QIG) for Q3 2023, worth a combined $4.55M — down 12% from $5.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new QIG positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was NewSquare Capital, adding an estimated $188K. The largest seller was Jane Street, cutting an estimated $652K.
- 9 institutional investors held WisdomTree U.S. Corporate Bond Fund (QIG) as of Q3 2023, up from 6 in Q2 2023.
- Funds reported $4.55M of WisdomTree U.S. Corporate Bond Fund stock for Q3 2023, down 12% quarter-over-quarter.
- 3 funds opened new WisdomTree U.S. Corporate Bond Fund positions in Q3 2023 and 0 closed out, a net change of +3 holders.
- The largest WisdomTree U.S. Corporate Bond Fund buyer in Q3 2023 was NewSquare Capital, an estimated $188K added.
- The largest WisdomTree U.S. Corporate Bond Fund seller in Q3 2023 was Jane Street, an estimated $652K sold.
Based on aggregated 13F filings for Q3 2023.