WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
15 hedge funds and large institutions have $13.4M invested in WisdomTree U.S. Short Term Corporate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 8 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
11.28% less ownership
Funds ownership: 47.46% → 36.18% (-11%)
34% less capital invested
Capital invested by funds: $20.3M → $13.4M (-$6.92M)
35% less funds holding
Funds holding: 23 → 15 (-8)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.17M |
| 2 |
Jane Street
New York
|
+$904K |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$21.1K |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$12.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$6.37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Private Wealth Strategies
New Albany,
Ohio
|
-$5.45M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.46M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$935K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$455K |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$118K |
QSIG Hedge Fund Activity: Q3 2022 in Review
15 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) for Q3 2022, worth a combined $13.4M — down 34% from $20.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of QSIG and 0 opened new positions — a net loss of 8 holders — while 4 trimmed existing stakes and 8 added.
The largest buyer was LPL Financial, adding an estimated $1.17M. The largest seller was Private Wealth Strategies, exiting entirely with an estimated $5.45M sold.
- 15 institutional investors held WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) as of Q3 2022, down from 23 in Q2 2022.
- Funds reported $13.4M of WisdomTree U.S. Short Term Corporate Bond Fund stock for Q3 2022, down 34% quarter-over-quarter.
- 0 funds opened new WisdomTree U.S. Short Term Corporate Bond Fund positions in Q3 2022 and 8 closed out, a net change of -8 holders.
- The largest WisdomTree U.S. Short Term Corporate Bond Fund buyer in Q3 2022 was LPL Financial, an estimated $1.17M added.
- The largest WisdomTree U.S. Short Term Corporate Bond Fund seller in Q3 2022 was Private Wealth Strategies, an estimated $5.45M sold.
Based on aggregated 13F filings for Q3 2022.