WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
20 hedge funds and large institutions have $32M invested in WisdomTree U.S. Short Term Corporate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
33% more funds holding
Funds holding: 15 → 20 (+5)
4% less capital invested
Capital invested by funds: $33.4M → $32M (-$1.46M)
3.23% less ownership
Funds ownership: 89.13% → 85.89% (-3.2%)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSL
JT Stratford LLC
Gainesville,
Georgia
|
+$1.18M |
| 2 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
+$1.14M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$581K |
| 4 |
LPL Financial
San Diego,
California
|
+$163K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$99.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$2.17M |
| 2 |
Jane Street
New York
|
-$1.66M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$353K |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$221K |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$147K |
QSIG Hedge Fund Activity: Q3 2023 in Review
20 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) for Q3 2023, worth a combined $32M — down 4.4% from $33.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new QSIG positions and 2 closed out — a net gain of 5 holders — while 4 added to existing stakes and 8 trimmed.
The largest buyer was JT Stratford LLC, opening a new position worth an estimated $1.18M. The largest seller was Prime Capital Investment Advisors, cutting an estimated $2.17M.
- 20 institutional investors held WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) as of Q3 2023, up from 15 in Q2 2023.
- Funds reported $32M of WisdomTree U.S. Short Term Corporate Bond Fund stock for Q3 2023, down 4.4% quarter-over-quarter.
- 7 funds opened new WisdomTree U.S. Short Term Corporate Bond Fund positions in Q3 2023 and 2 closed out, a net change of +5 holders.
- The largest WisdomTree U.S. Short Term Corporate Bond Fund buyer in Q3 2023 was JT Stratford LLC, an estimated $1.18M added.
- The largest WisdomTree U.S. Short Term Corporate Bond Fund seller in Q3 2023 was Prime Capital Investment Advisors, an estimated $2.17M sold.
Based on aggregated 13F filings for Q3 2023.