QSIG

WisdomTree U.S. Short Term Corporate Bond Fund
QSIG

Overview Fund Activity

25 hedge funds and large institutions have $46.3M invested in WisdomTree U.S. Short Term Corporate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
10
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
WT Wealth Management
Arizona
$7.5M
2
SAM
2
Smartleaf Asset Management
Massachusetts
$3.24M
3
Jane Street
3
Jane Street
New York
$4.7M
4
KAS
4
Kestra Advisory Services
Texas
$668K
5
IWP
5
Invenio Wealth Partners
Florida
$1.65M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$3.75M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
SL
3
Savior LLC
Massachusetts
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$657K
5
IA
5
IFP Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PCIA
1
Prime Capital Investment Advisors
Kansas
$12.2M 255,146 -72 -0%
LPL Financial
2
LPL Financial
California
$7.69M 160,290 +2,583 +2%
WWM
3
WT Wealth Management
Arizona
$7.5M 156,352 +156,352 New
Jane Street
4
Jane Street
New York
$4.7M 97,936 +31,309 +47%
PAG
5
Private Advisor Group
New Jersey
$3.75M 78,099 -14,318 -15%
SAM
6
Smartleaf Asset Management
Massachusetts
$3.24M 67,599 +67,599 New
IWP
7
Invenio Wealth Partners
Florida
$1.65M 34,490 +10,051 +41%
JSL
8
JT Stratford LLC
Georgia
$1.21M 25,321 +23 +0.1%
GRP
9
Global Retirement Partners
California
$1.09M 22,777 +5,512 +32%
KAS
10
Kestra Advisory Services
Texas
$668K 13,933 +13,933 New
Osaic Holdings
11
Osaic Holdings
Arizona
$657K 13,704 -596 -4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$387K 8,066 +8,066 New
RA
13
RFG Advisory
Alabama
$373K 7,771 -296 -4%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$363K 7,560 +5,444 +257%
NC
15
NewSquare Capital
Pennsylvania
$280K 5,845 +135 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$202K 4,203 +4,203 New
TFG
17
Team Financial Group
California
$168K 3,502 +475 +16%
HI
18
Harbour Investments
Wisconsin
$33.8K 705 +705 New
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$28.5K 594 +17 +3%
NS
20
NBC Securities
Alabama
$25K 538 +267 +99%
DWMG
21
DB Wealth Management Group
California
$16K 334 -3 -0.9%
Wells Fargo
22
Wells Fargo
California
$12.6K 262 +262 New
C
23
Covestor
United Kingdom
$3K 62 -9 -13%
Morgan Stanley
24
Morgan Stanley
New York
$118 2 +2 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$48 1 +1 New
1
2