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QSIG

WisdomTree U.S. Short Term Corporate Bond Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 2315 (-8)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 8

Holders
15
Holders Change
-8
Holders Change %
-34.78%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
8
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.34M +$1.17M +24,637 +18%
PAG
2
Private Advisor Group
New Jersey
$2.35M -$107K -2,260 -4%
Jane Street
3
Jane Street
New York
$1.18M +$904K +19,037 +293%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.02M -$455K -9,580 -30%
RA
5
RFG Advisory
Alabama
$377K +$2.23K +47 +0.6%
NC
6
NewSquare Capital
Pennsylvania
$369K +$12.4K +260 +3%
GRP
7
Global Retirement Partners
California
$289K +$21.1K +444 +8%
MA
8
MONECO Advisors
Connecticut
$206K -$41K -864 -16%
DWMG
9
DB Wealth Management Group
California
$112K
IA
10
IFP Advisors
Florida
$62K +$2.09K +44 +4%
PFA
11
Professional Financial Advisors
Nebraska
$24K +$143 +3 +0.6%
UBS Group
12
UBS Group
Switzerland
$16K +$6.37K +134 +61%
NFSG
13
Newbridge Financial Services Group
Florida
$14K
MA
14
MUFG Americas
New York
$10K
C
15
Covestor
United Kingdom
$6K -$4.23K -89 -42%
PWS
16
Private Wealth Strategies
Ohio
-$5.45M -114,698 Closed
KAS
17
Kestra Advisory Services
Texas
-$1.46M -30,756 Closed
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
-$935K -19,683 Closed
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
-$118K -2,483 Closed
CA
20
CoreCap Advisors
Michigan
-$52K -1,098 Closed
GWM
21
Geneos Wealth Management
Colorado
-$37K -777 Closed

QSIG Hedge Fund Activity: Q3 2022 in Review

15 of the 5,805 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.