WisdomTree U.S. Corporate Bond Fund
13 hedge funds and large institutions have $15.1M invested in WisdomTree U.S. Corporate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
18% more funds holding
Funds holding: 11 → 13 (+2)
1.69% more ownership
Funds ownership: 83.34% → 85.03% (+1.7%)
3% more capital invested
Capital invested by funds: $14.6M → $15.1M (+$461K)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NS
NBC Securities
Birmingham,
Alabama
|
+$1.1M |
| 2 |
PA
Perennial Advisors
New York
|
+$238K |
| 3 |
Jane Street
New York
|
+$97K |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$3K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.78K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$759K |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$230K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$132K |
| 4 |
LPL Financial
San Diego,
California
|
-$18.2K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.34K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $9.12M | -$18.2K | -413 | -0.2% |
|
|
2
Jane Street
New York
| $2.84M | +$97K | +2,197 | +4% |
|
|
NS
3
NBC Securities
Birmingham,
Alabama
| $1.11M | +$1.1M | +24,975 | +2,497,500% |
|
|
NC
4
NewSquare Capital
Newtown Square,
Pennsylvania
| $493K | +$3K | +68 | +0.6% |
|
|
5
Raymond James Financial
St Petersburg,
Florida
| $456K | -$759K | -17,195 | -63% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $423K | -$5.34K | -121 | -1% |
|
|
PAG
7
Private Advisor Group
Morristown,
New Jersey
| $397K | -$132K | -2,980 | -25% |
|
|
PA
8
Perennial Advisors
New York
| $239K | +$238K | +5,389 | New |
|
|
AWM
9
AE Wealth Management
Topeka,
Kansas
| $5.14K | – | – | – |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | +$2.78K | +63 | New |
|
11
UBS Group
Zurich,
Switzerland
| $842 | +$839 | +19 | New |
|
12
Wells Fargo
San Francisco,
California
| $45 | – | – | – |
|
13
Fidelity Investments
Boston,
Massachusetts
| $44 | – | – | – |
|
|
KPWS
14
Kestra Private Wealth Services
Austin,
Texas
| – | -$230K | -5,244 | Closed |
|
QIG Hedge Fund Activity: Q1 2025 in Review
13 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Corporate Bond Fund (QIG) for Q1 2025, worth a combined $15.1M — up 3.2% from $14.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new QIG positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was NBC Securities, adding an estimated $1.1M. The largest seller was Raymond James Financial, cutting an estimated $759K.
- 13 institutional investors held WisdomTree U.S. Corporate Bond Fund (QIG) as of Q1 2025, up from 11 in Q4 2024.
- Funds reported $15.1M of WisdomTree U.S. Corporate Bond Fund stock for Q1 2025, up 3.2% quarter-over-quarter.
- 3 funds opened new WisdomTree U.S. Corporate Bond Fund positions in Q1 2025 and 1 closed out, a net change of +2 holders.
- The largest WisdomTree U.S. Corporate Bond Fund buyer in Q1 2025 was NBC Securities, an estimated $1.1M added.
- The largest WisdomTree U.S. Corporate Bond Fund seller in Q1 2025 was Raymond James Financial, an estimated $759K sold.
Based on aggregated 13F filings for Q1 2025.