WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
22 hedge funds and large institutions have $44.9M invested in WisdomTree U.S. Short Term Corporate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $46.3M → $44.9M (-$1.41M)
2.19% less ownership
Funds ownership: 87.74% → 85.55% (-2.2%)
12% less funds holding
Funds holding: 25 → 22 (-3)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
+$1.67M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.04M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$774K |
| 4 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
+$625K |
| 5 |
Jane Street
New York
|
+$249K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.42M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.38M |
| 3 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
-$1.19M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$668K |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$574K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NS
26
NBC Securities
Birmingham,
Alabama
| – | -$25K | -538 | Closed |
|
27
Wells Fargo
San Francisco,
California
| – | -$12.6K | -262 | Closed |
|
28
Fidelity Investments
Boston,
Massachusetts
| – | -$48 | -1 | Closed |
|
QSIG Hedge Fund Activity: Q1 2024 in Review
22 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) for Q1 2024, worth a combined $44.9M — down 3% from $46.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of QSIG and 4 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 8 added.
The largest buyer was WT Wealth Management, adding an estimated $1.67M. The largest seller was LPL Financial, cutting an estimated $1.42M.
- 22 institutional investors held WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) as of Q1 2024, down from 25 in Q4 2023.
- Funds reported $44.9M of WisdomTree U.S. Short Term Corporate Bond Fund stock for Q1 2024, down 3% quarter-over-quarter.
- 4 funds opened new WisdomTree U.S. Short Term Corporate Bond Fund positions in Q1 2024 and 6 closed out, a net change of -2 holders.
- The largest WisdomTree U.S. Short Term Corporate Bond Fund buyer in Q1 2024 was WT Wealth Management, an estimated $1.67M added.
- The largest WisdomTree U.S. Short Term Corporate Bond Fund seller in Q1 2024 was LPL Financial, an estimated $1.42M sold.
Based on aggregated 13F filings for Q1 2024.