WisdomTree U.S. Corporate Bond Fund
11 hedge funds and large institutions have $14.6M invested in WisdomTree U.S. Corporate Bond Fund in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
1.55% more ownership
Funds ownership: 81.79% → 83.34% (+1.5%)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
3% less capital invested
Capital invested by funds: $15M → $14.6M (-$386K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$542K |
| 2 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$21.7K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.19K |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$294K |
| 2 |
NS
NBC Securities
Birmingham,
Alabama
|
-$48.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$24.9K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.58K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $9.04M | +$542K | +12,114 | +6% |
|
|
2
Jane Street
New York
| $2.71M | -$294K | -6,578 | -10% |
|
3
Raymond James Financial
St Petersburg,
Florida
| $1.2M | +$1.23M | +27,472 | New |
|
|
PAG
4
Private Advisor Group
Morristown,
New Jersey
| $523K | – | – | – |
|
|
NC
5
NewSquare Capital
Newtown Square,
Pennsylvania
| $485K | +$21.7K | +484 | +5% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $424K | -$9.58K | -214 | -2% |
|
|
KPWS
7
Kestra Private Wealth Services
Austin,
Texas
| $230K | +$3K | +67 | +1% |
|
|
AWM
8
AE Wealth Management
Topeka,
Kansas
| $5.09K | +$5.19K | +116 | New |
|
9
Wells Fargo
San Francisco,
California
| $63 | – | – | – |
|
|
NS
10
NBC Securities
Birmingham,
Alabama
| $47 | -$48.2K | -1,078 | -100% |
|
11
Fidelity Investments
Boston,
Massachusetts
| $44 | – | – | – |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$24.9K | -544 | Closed |
|
QIG Hedge Fund Activity: Q4 2024 in Review
11 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Corporate Bond Fund (QIG) for Q4 2024, worth a combined $14.6M — down 2.6% from $15M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new QIG positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, adding an estimated $542K. The largest seller was Jane Street, cutting an estimated $294K.
- 11 institutional investors held WisdomTree U.S. Corporate Bond Fund (QIG) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $14.6M of WisdomTree U.S. Corporate Bond Fund stock for Q4 2024, down 2.6% quarter-over-quarter.
- 2 funds opened new WisdomTree U.S. Corporate Bond Fund positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest WisdomTree U.S. Corporate Bond Fund buyer in Q4 2024 was LPL Financial, an estimated $542K added.
- The largest WisdomTree U.S. Corporate Bond Fund seller in Q4 2024 was Jane Street, an estimated $294K sold.
Based on aggregated 13F filings for Q4 2024.