WisdomTree U.S. Corporate Bond Fund
11 hedge funds and large institutions have $13.5M invested in WisdomTree U.S. Corporate Bond Fund in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
44% more capital invested
Capital invested by funds: $9.42M → $13.5M (+$4.13M)
10% more funds holding
Funds holding: 10 → 11 (+1)
6.38% more ownership
Funds ownership: 70.83% → 77.21% (+6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.61M |
| 2 |
LPL Financial
San Diego,
California
|
+$985K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$522K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$57.3K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$24.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$842 |
| 2 |
Wells Fargo
San Francisco,
California
|
-$44 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $8.15M | +$985K | +22,486 | +14% |
|
|
2
Jane Street
New York
| $3.42M | +$2.61M | +59,531 | +324% |
|
|
PAG
3
Private Advisor Group
Morristown,
New Jersey
| $523K | +$522K | +11,927 | New |
|
|
NC
4
NewSquare Capital
Newtown Square,
Pennsylvania
| $461K | +$14.9K | +340 | +3% |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $433K | – | – | – |
|
|
KPWS
6
Kestra Private Wealth Services
Austin,
Texas
| $224K | +$24.1K | +550 | +12% |
|
|
PA
7
Perennial Advisors
New York
| $214K | – | – | – |
|
|
IAIM
8
International Assets Investment Management
Orlando,
Florida
| $57.4K | +$57.3K | +1,308 | New |
|
|
NS
9
NBC Securities
Birmingham,
Alabama
| $47K | – | – | – |
|
|
GI
10
Gradient Investments
Arden Hills,
Minnesota
| $10.1K | +$10.1K | +230 | New |
|
|
RIA
11
Realta Investment Advisors
Wilmington,
Delaware
| $7.02K | – | – | – |
|
|
12
Wells Fargo
San Francisco,
California
| $8 | -$44 | -1 | Closed |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$842 | -19 | Closed |
|
QIG Hedge Fund Activity: Q2 2024 in Review
11 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Corporate Bond Fund (QIG) for Q2 2024, worth a combined $13.5M — up 44% from $9.42M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new QIG positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Jane Street, adding an estimated $2.61M. The largest seller was UBS Group, exiting entirely with an estimated $842 sold.
- 11 institutional investors held WisdomTree U.S. Corporate Bond Fund (QIG) as of Q2 2024, up from 10 in Q1 2024.
- Funds reported $13.5M of WisdomTree U.S. Corporate Bond Fund stock for Q2 2024, up 44% quarter-over-quarter.
- 3 funds opened new WisdomTree U.S. Corporate Bond Fund positions in Q2 2024 and 2 closed out, a net change of +1 holder.
- The largest WisdomTree U.S. Corporate Bond Fund buyer in Q2 2024 was Jane Street, an estimated $2.61M added.
- The largest WisdomTree U.S. Corporate Bond Fund seller in Q2 2024 was UBS Group, an estimated $842 sold.
Based on aggregated 13F filings for Q2 2024.