QSIG

WisdomTree U.S. Short Term Corporate Bond Fund
QSIG

Overview Fund Activity

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.

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
4
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JSL
1
JT Stratford LLC
Georgia
$1.18M
2
IWP
2
Invenio Wealth Partners
Florida
$1.14M
3
Citadel Advisors
3
Citadel Advisors
Florida
$577K
4
LPL Financial
4
LPL Financial
California
$7.34M
5
TFG
5
Team Financial Group
California
$141K

Top Sellers

1
PCIA
1
Prime Capital Investment Advisors
Kansas
$11.9M
2
Jane Street
2
Jane Street
New York
$3.1M
3
PAG
3
Private Advisor Group
New Jersey
$4.3M
4
IWM
4
IHT Wealth Management
Illinois
$0
5
NC
5
NewSquare Capital
Pennsylvania
$266K
Name Market Value Shares Shares
Change 		Shares
Change %
PCIA
1
Prime Capital Investment Advisors
Kansas
$11.9M 255,218 -46,438 -15%
LPL Financial
2
LPL Financial
California
$7.34M 157,707 +3,472 +2%
PAG
3
Private Advisor Group
New Jersey
$4.3M 92,417 -7,543 -8%
Jane Street
4
Jane Street
New York
$3.1M 66,627 -35,515 -35%
JSL
5
JT Stratford LLC
Georgia
$1.18M 25,298 +25,298 New
IWP
6
Invenio Wealth Partners
Florida
$1.14M 24,439 +24,439 New
GRP
7
Global Retirement Partners
California
$802K 17,265 +1,713 +11%
Osaic Holdings
8
Osaic Holdings
Arizona
$665K 14,300 -194 -1%
Citadel Advisors
9
Citadel Advisors
Florida
$577K 12,407 +12,407 New
RA
10
RFG Advisory
Alabama
$375K 8,067 -1,316 -14%
NC
11
NewSquare Capital
Pennsylvania
$266K 5,710 -3,145 -36%
TFG
12
Team Financial Group
California
$141K 3,027 +3,027 New
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$99.3K 2,116 +2,116 New
SL
14
Savior LLC
Massachusetts
$30.2K 650 -83 -11%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$26.8K 577 +577 New
IA
16
IFP Advisors
Florida
$16.4K 353 – –
DWMG
17
DB Wealth Management Group
California
$15.7K 337 -262 -44%
UBS Group
18
UBS Group
Switzerland
$13.5K 290 +18 +7%
NS
19
NBC Securities
Alabama
$12K 271 +271 New
C
20
Covestor
United Kingdom
$3K 71 +4 +6%
IWM
21
IHT Wealth Management
Illinois
– – -4,710 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –