WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
20 hedge funds and large institutions have $17.4M invested in WisdomTree U.S. Short Term Corporate Bond Fund in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 5 closing their positions.
10.6% less ownership
Funds ownership: 66.88% → 56.28% (-11%)
13% less funds holding
Funds holding: 23 → 20 (-3)
16% less capital invested
Capital invested by funds: $20.6M → $17.4M (-$3.21M)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$323K |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$213K |
| 3 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
+$137K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$89.8K |
| 5 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
+$10.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$883K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$726K |
| 3 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$641K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$349K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$310K |
QSIG Hedge Fund Activity: Q2 2021 in Review
20 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) for Q2 2021, worth a combined $17.4M — down 16% from $20.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of QSIG and 2 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 5 added.
The largest buyer was Private Advisor Group, adding an estimated $323K. The largest seller was LPL Financial, cutting an estimated $883K.
- 20 institutional investors held WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) as of Q2 2021, down from 23 in Q1 2021.
- Funds reported $17.4M of WisdomTree U.S. Short Term Corporate Bond Fund stock for Q2 2021, down 16% quarter-over-quarter.
- 2 funds opened new WisdomTree U.S. Short Term Corporate Bond Fund positions in Q2 2021 and 5 closed out, a net change of -3 holders.
- The largest WisdomTree U.S. Short Term Corporate Bond Fund buyer in Q2 2021 was Private Advisor Group, an estimated $323K added.
- The largest WisdomTree U.S. Short Term Corporate Bond Fund seller in Q2 2021 was LPL Financial, an estimated $883K sold.
Based on aggregated 13F filings for Q2 2021.