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QSIG

WisdomTree U.S. Short Term Corporate Bond Fund

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.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

45% more capital invested

Capital invested by funds: $32M → $46.3M (+$14.3M)

25% more funds holding

Funds holding: 2025 (+5)

1.84% more ownership

Funds ownership: 85.89%87.74% (+1.8%)

Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.36%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
1
Prime Capital Investment Advisors
Kansas
$12.2M -$3.38K -72 -0%
LPL Financial
2
LPL Financial
California
$7.69M +$121K +2,583 +2%
WWM
3
WT Wealth Management
Arizona
$7.5M +$7.35M +156,352 New
Jane Street
4
Jane Street
New York
$4.7M +$1.47M +31,309 +47%
PAG
5
Private Advisor Group
New Jersey
$3.75M -$673K -14,318 -15%
SAM
6
Smartleaf Asset Management
Massachusetts
$3.24M +$3.18M +67,599 New
IWP
7
Invenio Wealth Partners
Florida
$1.65M +$472K +10,051 +41%
JSL
8
JT Stratford LLC
Georgia
$1.21M +$1.08K +23 +0.1%
GRP
9
Global Retirement Partners
California
$1.09M +$259K +5,512 +32%
KAS
10
Kestra Advisory Services
Texas
$668K +$655K +13,933 New
Osaic Holdings
11
Osaic Holdings
Arizona
$657K -$28K -596 -4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$387K +$379K +8,066 New
RA
13
RFG Advisory
Alabama
$373K -$13.9K -296 -4%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$363K +$256K +5,444 +257%
NC
15
NewSquare Capital
Pennsylvania
$280K +$6.34K +135 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$202K +$197K +4,203 New
TFG
17
Team Financial Group
California
$168K +$22.3K +475 +16%
HI
18
Harbour Investments
Wisconsin
$33.8K +$33.1K +705 New
JP Morgan Chase
19
JP Morgan Chase
New York
$28.5K +$799 +17 +3%
NS
20
NBC Securities
Alabama
$25K +$12.5K +267 +99%
DWMG
21
DB Wealth Management Group
California
$16K -$141 -3 -0.9%
Wells Fargo
22
Wells Fargo
California
$12.6K +$12.3K +262 New
C
23
Covestor
United Kingdom
$3K -$423 -9 -13%
Morgan Stanley
24
Morgan Stanley
New York
$118 +$94 +2 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$48 +$47 +1 New

QSIG Hedge Fund Activity: Q4 2023 in Review

25 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) for Q4 2023, worth a combined $46.3M — up 45% from $32M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new QSIG positions and 4 closed out — a net gain of 5 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was WT Wealth Management, opening a new position worth an estimated $7.35M. The largest seller was Private Advisor Group, cutting an estimated $673K.

  • 25 institutional investors held WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) as of Q4 2023, up from 20 in Q3 2023.
  • Funds reported $46.3M of WisdomTree U.S. Short Term Corporate Bond Fund stock for Q4 2023, up 45% quarter-over-quarter.
  • 9 funds opened new WisdomTree U.S. Short Term Corporate Bond Fund positions in Q4 2023 and 4 closed out, a net change of +5 holders.
  • The largest WisdomTree U.S. Short Term Corporate Bond Fund buyer in Q4 2023 was WT Wealth Management, an estimated $7.35M added.
  • The largest WisdomTree U.S. Short Term Corporate Bond Fund seller in Q4 2023 was Private Advisor Group, an estimated $673K sold.

Based on aggregated 13F filings for Q4 2023.