WisdomTree U.S. Corporate Bond Fund
11 hedge funds and large institutions have $5.8M invested in WisdomTree U.S. Corporate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
28% more capital invested
Capital invested by funds: $4.55M → $5.8M (+$1.25M)
22% more funds holding
Funds holding: 9 → 11 (+2)
10.42% more ownership
Funds ownership: 54.17% → 64.59% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$753K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$681K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$666K |
| 4 |
LPL Financial
San Diego,
California
|
+$341K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$29.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.38M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$185K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10K |
| 4 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$7.01K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $1.72M | +$341K | +7,970 | +26% |
|
|
2
Jane Street
New York
| $947K | -$1.38M | -32,364 | -61% |
|
|
3
Mariner
Overland Park,
Kansas
| $791K | +$753K | +17,619 | New |
|
|
KAS
4
Kestra Advisory Services
Austin,
Texas
| $715K | +$681K | +15,932 | New |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $699K | +$666K | +15,574 | New |
|
|
6
Citadel Advisors
Miami,
Florida
| $325K | -$185K | -4,316 | -37% |
|
|
NC
7
NewSquare Capital
Newtown Square,
Pennsylvania
| $281K | +$5.34K | +125 | +2% |
|
|
PA
8
Perennial Advisors
New York
| $219K | – | – | – |
|
|
NS
9
NBC Securities
Birmingham,
Alabama
| $48K | – | – | – |
|
|
10
Bank of Montreal
Toronto,
Ontario, Canada
| $47.9K | +$29.1K | +681 | +178% |
|
11
Fidelity Investments
Boston,
Massachusetts
| $45 | +$43 | +1 | New |
|
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$10K | -231 | Closed |
|
|
RIA
13
Realta Investment Advisors
Wilmington,
Delaware
| – | -$7.01K | -160 | Closed |
|
QIG Hedge Fund Activity: Q4 2023 in Review
11 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Corporate Bond Fund (QIG) for Q4 2023, worth a combined $5.8M — up 28% from $4.55M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new QIG positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Mariner, opening a new position worth an estimated $753K. The largest seller was Jane Street, cutting an estimated $1.38M.
- 11 institutional investors held WisdomTree U.S. Corporate Bond Fund (QIG) as of Q4 2023, up from 9 in Q3 2023.
- Funds reported $5.8M of WisdomTree U.S. Corporate Bond Fund stock for Q4 2023, up 28% quarter-over-quarter.
- 4 funds opened new WisdomTree U.S. Corporate Bond Fund positions in Q4 2023 and 2 closed out, a net change of +2 holders.
- The largest WisdomTree U.S. Corporate Bond Fund buyer in Q4 2023 was Mariner, an estimated $753K added.
- The largest WisdomTree U.S. Corporate Bond Fund seller in Q4 2023 was Jane Street, an estimated $1.38M sold.
Based on aggregated 13F filings for Q4 2023.