WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
11 hedge funds and large institutions have $5.49M invested in WisdomTree U.S. Short Term Corporate Bond Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
22% more funds holding
Funds holding: 9 → 11 (+2)
2% more capital invested
Capital invested by funds: $5.38M → $5.49M (+$102K)
0.94% more ownership
Funds ownership: 53.12% → 54.07% (+0.94%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$229K |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$30.9K |
| 3 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$30.7K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$30.5K |
| 5 |
PA
Parallel Advisors
San Francisco,
California
|
+$12K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.45M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$131K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$35K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$5K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$914 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWS
1
Private Wealth Strategies
New Albany,
Ohio
| $2.39M | +$2.38M | +46,974 | New |
|
|
2
Jane Street
New York
| $2.14M | -$2.45M | -48,318 | -53% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $426K | -$131K | -2,580 | -24% |
|
|
4
LPL Financial
San Diego,
California
| $229K | +$229K | +4,505 | New |
|
|
PFGIA
5
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $193K | +$30.7K | +605 | +19% |
|
|
SFS
6
Sowell Financial Services
North Little Rock,
Arkansas
| $34K | +$30.9K | +609 | +1,068% |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $30K | +$30.5K | +600 | New |
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $25K | – | – | – |
|
|
PA
9
Parallel Advisors
San Francisco,
California
| $12K | +$12K | +236 | New |
|
|
GWM
10
Geneos Wealth Management
Englewood,
Colorado
| $4K | +$4.06K | +80 | New |
|
|
LTFS
11
Ladenburg Thalmann Financial Services
Miami,
Florida
| $3K | -$914 | -18 | -8% |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$35K | -696 | Closed |
|
|
FAAS
13
First Allied Advisory Services
San Diego,
California
| – | -$5K | -110 | Closed |
|
QSIG Hedge Fund Activity: Q4 2019 in Review
11 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) for Q4 2019, worth a combined $5.49M — up 1.9% from $5.38M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new QSIG positions and 3 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $229K. The largest seller was Jane Street, cutting an estimated $2.45M.
- 11 institutional investors held WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) as of Q4 2019, up from 9 in Q3 2019.
- Funds reported $5.49M of WisdomTree U.S. Short Term Corporate Bond Fund stock for Q4 2019, up 1.9% quarter-over-quarter.
- 5 funds opened new WisdomTree U.S. Short Term Corporate Bond Fund positions in Q4 2019 and 3 closed out, a net change of +2 holders.
- The largest WisdomTree U.S. Short Term Corporate Bond Fund buyer in Q4 2019 was LPL Financial, an estimated $229K added.
- The largest WisdomTree U.S. Short Term Corporate Bond Fund seller in Q4 2019 was Jane Street, an estimated $2.45M sold.
Based on aggregated 13F filings for Q4 2019.