We are live on ! Find out more
QSIG

WisdomTree U.S. Short Term Corporate Bond Fund

23 hedge funds and large institutions have $20.6M invested in WisdomTree U.S. Short Term Corporate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

44% more funds holding

Funds holding: 1623 (+7)

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

17% more capital invested

Capital invested by funds: $17.6M → $20.6M (+$2.99M)

10.27% more ownership

Funds ownership: 56.6%66.88% (+10%)

Holders
23
Holders Change
+7
Holders Change %
+43.75%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
7
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
1
Private Wealth Strategies
Ohio
$5.58M +$2.48M +48,108 +80%
MA
2
MONECO Advisors
Connecticut
$3.27M +$17.2K +333 +0.5%
LPL Financial
3
LPL Financial
California
$2.09M +$124K +2,398 +6%
PAG
4
Private Advisor Group
New Jersey
$1.88M -$906K -17,578 -32%
PFGIA
5
Patriot Financial Group Insurance Agency
Massachusetts
$1.66M -$139K -2,697 -8%
Jane Street
6
Jane Street
New York
$1.58M -$242K -4,697 -13%
AI
7
Atria Investments
North Carolina
$1.41M -$66.9K -1,297 -5%
Citadel Advisors
8
Citadel Advisors
Florida
$1.22M +$1.22M +23,750 New
FHC
9
First Heartland Consultants
Missouri
$588K +$591K +11,465 New
FTUS
10
Flow Traders U.S.
New York
$287K +$288K +5,591 New
DWMG
11
DB Wealth Management Group
California
$284K -$66.2K -1,284 -19%
Osaic Holdings
12
Osaic Holdings
Arizona
$253K +$117K +2,272 +86%
SFS
13
Sowell Financial Services
Arkansas
$192K +$24.9K +483 +15%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$120K +$121K +2,344 New
UBS Group
15
UBS Group
Switzerland
$49K +$49.3K +956 New
EVM
16
Eaton Vance Management
Massachusetts
$44K +$44.4K +862 New
PO
17
Private Ocean
California
$33K +$103 +2 +0.3%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$25K
IA
19
IFP Advisors
Florida
$18K +$18.4K +356 New
RWB
20
RMR Wealth Builders
New Jersey
$15K +$15.1K +292 New
GRP
21
Global Retirement Partners
California
$6K +$155 +3 +3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.48K +48 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$260K -5,021 Closed
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
-$241K -4,653 Closed
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
-$21K -410 Closed

QSIG Hedge Fund Activity: Q1 2021 in Review

23 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) for Q1 2021, worth a combined $20.6M — up 17% from $17.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new QSIG positions and 3 closed out — a net gain of 7 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Private Wealth Strategies, adding an estimated $2.48M. The largest seller was Private Advisor Group, cutting an estimated $906K.

  • 23 institutional investors held WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) as of Q1 2021, up from 16 in Q4 2020.
  • Funds reported $20.6M of WisdomTree U.S. Short Term Corporate Bond Fund stock for Q1 2021, up 17% quarter-over-quarter.
  • 10 funds opened new WisdomTree U.S. Short Term Corporate Bond Fund positions in Q1 2021 and 3 closed out, a net change of +7 holders.
  • The largest WisdomTree U.S. Short Term Corporate Bond Fund buyer in Q1 2021 was Private Wealth Strategies, an estimated $2.48M added.
  • The largest WisdomTree U.S. Short Term Corporate Bond Fund seller in Q1 2021 was Private Advisor Group, an estimated $906K sold.

Based on aggregated 13F filings for Q1 2021.