QIG

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.

New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
+2
Holders Change %
+22.22%
% of All Funds
0.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$1.72M +$358K +7,970 +26%
Jane Street
2
Jane Street
New York
$947K -$1.45M -32,364 -61%
Mariner
3
Mariner
Kansas
$791K +$791K +17,619 New
KAS
4
Kestra Advisory Services
Texas
$715K +$715K +15,932 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$699K +$699K +15,574 New
Citadel Advisors
6
Citadel Advisors
Florida
$325K -$194K -4,316 -37%
NC
7
NewSquare Capital
Pennsylvania
$281K +$5.61K +125 +2%
PA
8
Perennial Advisors
New York
$219K
NS
9
NBC Securities
Alabama
$48K
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$47.9K +$30.6K +681 +178%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$45 +$45 +1 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
-$10K -231 Closed
RIA
13
Realta Investment Advisors
Delaware
-$7.01K -160 Closed