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QSIG

WisdomTree U.S. Short Term Corporate Bond Fund

18 hedge funds and large institutions have $18.6M invested in WisdomTree U.S. Short Term Corporate Bond Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

7% more capital invested

Capital invested by funds: $17.4M → $18.6M (+$1.26M)

10% less funds holding

Funds holding: 2018 (-2)

10.84% less ownership

Funds ownership: 56.28%45.43% (-11%)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
1
Private Wealth Strategies
Ohio
$5.86M +$146K +2,832 +3%
PAG
2
Private Advisor Group
New Jersey
$3.64M +$1.44M +28,035 +65%
Jane Street
3
Jane Street
New York
$3.22M +$1.86M +36,148 +136%
MA
4
MONECO Advisors
Connecticut
$2.94M -$48.3K -938 -2%
LPL Financial
5
LPL Financial
California
$1.04M -$171K -3,330 -14%
Osaic Holdings
6
Osaic Holdings
Arizona
$389K +$47.9K +930 +14%
PFGIA
7
Patriot Financial Group Insurance Agency
Massachusetts
$386K -$639K -12,406 -62%
RA
8
RFG Advisory
Alabama
$264K +$51.6K +1,002 +24%
NC
9
NewSquare Capital
Pennsylvania
$263K +$264K +5,125 New
OMC
10
Old Mission Capital
Illinois
$263K +$264K +5,136 New
DWMG
11
DB Wealth Management Group
California
$236K -$48K -933 -17%
UBS Group
12
UBS Group
Switzerland
$51K +$38.5K +747 +293%
EVM
13
Eaton Vance Management
Massachusetts
$44K
IA
14
IFP Advisors
Florida
$25K +$721 +14 +3%
NFSG
15
Newbridge Financial Services Group
Florida
$15K +$15.2K +295 New
CAGAS
16
Capital Advisory Group Advisory Services
Minnesota
$10K
GRP
17
Global Retirement Partners
California
$7K
AI
18
Atria Investments
North Carolina
-$1.06M -20,606 Closed
Citadel Advisors
19
Citadel Advisors
Florida
-$497K -9,643 Closed
FHC
20
First Heartland Consultants
Missouri
-$281K -5,448 Closed
PO
21
Private Ocean
California
-$34K -651 Closed

QSIG Hedge Fund Activity: Q3 2021 in Review

18 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) for Q3 2021, worth a combined $18.6M — up 7.2% from $17.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of QSIG and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 7 added.

The largest buyer was Jane Street, adding an estimated $1.86M. The largest seller was Atria Investments, exiting entirely with an estimated $1.06M sold.

  • 18 institutional investors held WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) as of Q3 2021, down from 20 in Q2 2021.
  • Funds reported $18.6M of WisdomTree U.S. Short Term Corporate Bond Fund stock for Q3 2021, up 7.2% quarter-over-quarter.
  • 3 funds opened new WisdomTree U.S. Short Term Corporate Bond Fund positions in Q3 2021 and 4 closed out, a net change of -1 holder.
  • The largest WisdomTree U.S. Short Term Corporate Bond Fund buyer in Q3 2021 was Jane Street, an estimated $1.86M added.
  • The largest WisdomTree U.S. Short Term Corporate Bond Fund seller in Q3 2021 was Atria Investments, an estimated $1.06M sold.

Based on aggregated 13F filings for Q3 2021.