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QSIG

WisdomTree U.S. Short Term Corporate Bond Fund

23 hedge funds and large institutions have $20.3M invested in WisdomTree U.S. Short Term Corporate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more capital invested

Capital invested by funds: $14.4M → $20.3M (+$5.92M)

28% more funds holding

Funds holding: 1823 (+5)

10.46% more ownership

Funds ownership: 36.99%47.46% (+10%)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
9
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.37M +$5.65M +118,002 +730%
PWS
2
Private Wealth Strategies
Ohio
$5.45M -$88.5K -1,847 -2%
PAG
3
Private Advisor Group
New Jersey
$2.52M -$214K -4,471 -8%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.5M +$1.11M +23,171 +272%
KAS
5
Kestra Advisory Services
Texas
$1.46M +$1.47M +30,756 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$935K +$943K +19,683 New
RA
7
RFG Advisory
Alabama
$390K +$3.26K +68 +0.8%
NC
8
NewSquare Capital
Pennsylvania
$367K -$113K -2,365 -23%
Jane Street
9
Jane Street
New York
$309K -$1.84M -38,396 -86%
GRP
10
Global Retirement Partners
California
$280K +$1.53K +32 +0.5%
MA
11
MONECO Advisors
Connecticut
$253K -$581K -12,123 -70%
PFGIA
12
Patriot Financial Group Insurance Agency
Massachusetts
$118K -$51.9K -1,083 -30%
DWMG
13
DB Wealth Management Group
California
$115K -$66.4K -1,387 -37%
IA
14
IFP Advisors
Florida
$60K
CA
15
CoreCap Advisors
Michigan
$52K +$52.6K +1,098 New
GWM
16
Geneos Wealth Management
Colorado
$37K
PFA
17
Professional Financial Advisors
Nebraska
$25K +$96 +2 +0.4%
NFSG
18
Newbridge Financial Services Group
Florida
$14K
UBS Group
19
UBS Group
Switzerland
$11K -$4.5K -94 -30%
MA
20
MUFG Americas
New York
$11K +$10.8K +225 New
C
21
Covestor
United Kingdom
$10K -$5.79K -121 -36%
TCWM
22
Total Clarity Wealth Management
Illinois
+$48 +1 New

QSIG Hedge Fund Activity: Q2 2022 in Review

23 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) for Q2 2022, worth a combined $20.3M — up 41% from $14.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new QSIG positions and 0 closed out — a net gain of 5 holders — while 5 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.65M. The largest seller was Jane Street, cutting an estimated $1.84M.

  • 23 institutional investors held WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) as of Q2 2022, up from 18 in Q1 2022.
  • Funds reported $20.3M of WisdomTree U.S. Short Term Corporate Bond Fund stock for Q2 2022, up 41% quarter-over-quarter.
  • 5 funds opened new WisdomTree U.S. Short Term Corporate Bond Fund positions in Q2 2022 and 0 closed out, a net change of +5 holders.
  • The largest WisdomTree U.S. Short Term Corporate Bond Fund buyer in Q2 2022 was LPL Financial, an estimated $5.65M added.
  • The largest WisdomTree U.S. Short Term Corporate Bond Fund seller in Q2 2022 was Jane Street, an estimated $1.84M sold.

Based on aggregated 13F filings for Q2 2022.