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QSIG

WisdomTree U.S. Short Term Corporate Bond Fund

19 hedge funds and large institutions have $15.4M invested in WisdomTree U.S. Short Term Corporate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

6% more funds holding

Funds holding: 1819 (+1)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

7.33% less ownership

Funds ownership: 45.43%38.11% (-7.3%)

17% less capital invested

Capital invested by funds: $18.6M → $15.4M (-$3.24M)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
1
Private Wealth Strategies
Ohio
$5.78M +$7.43K +146 +0.1%
PAG
2
Private Advisor Group
New Jersey
$2.84M -$752K -14,782 -21%
Jane Street
3
Jane Street
New York
$2.73M -$446K -8,773 -14%
MA
4
MONECO Advisors
Connecticut
$1.56M -$1.33M -26,136 -46%
LPL Financial
5
LPL Financial
California
$848K -$175K -3,446 -17%
PFGIA
6
Patriot Financial Group Insurance Agency
Massachusetts
$390K +$10K +197 +3%
NC
7
NewSquare Capital
Pennsylvania
$319K +$60.3K +1,185 +23%
RA
8
RFG Advisory
Alabama
$293K +$33.1K +650 +13%
Osaic Holdings
9
Osaic Holdings
Arizona
$202K -$183K -3,596 -47%
DWMG
10
DB Wealth Management Group
California
$192K -$40.5K -796 -17%
IA
11
IFP Advisors
Florida
$72K +$46.6K +916 +183%
UBS Group
12
UBS Group
Switzerland
$55K +$4.02K +79 +8%
EVM
13
Eaton Vance Management
Massachusetts
$44K
CA
14
CoreCap Advisors
Michigan
$31K +$31K +609 New
PFA
15
Professional Financial Advisors
Nebraska
$21K +$20.7K +407 New
NFSG
16
Newbridge Financial Services Group
Florida
$15K
C
17
Covestor
United Kingdom
$10K +$10.1K +199 New
OMC
18
Old Mission Capital
Illinois
-$263K -5,136 Closed
CAGAS
19
Capital Advisory Group Advisory Services
Minnesota
-$10K -200 Closed
GRP
20
Global Retirement Partners
California
-$7K -143 Closed
Wells Fargo
21
Wells Fargo
California
+$356 +7 New

QSIG Hedge Fund Activity: Q4 2021 in Review

19 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) for Q4 2021, worth a combined $15.4M — down 17% from $18.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new QSIG positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 6 trimmed.

The largest buyer was NewSquare Capital, adding an estimated $60.3K. The largest seller was MONECO Advisors, cutting an estimated $1.33M.

  • 19 institutional investors held WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) as of Q4 2021, up from 18 in Q3 2021.
  • Funds reported $15.4M of WisdomTree U.S. Short Term Corporate Bond Fund stock for Q4 2021, down 17% quarter-over-quarter.
  • 4 funds opened new WisdomTree U.S. Short Term Corporate Bond Fund positions in Q4 2021 and 3 closed out, a net change of +1 holder.
  • The largest WisdomTree U.S. Short Term Corporate Bond Fund buyer in Q4 2021 was NewSquare Capital, an estimated $60.3K added.
  • The largest WisdomTree U.S. Short Term Corporate Bond Fund seller in Q4 2021 was MONECO Advisors, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2021.