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QSIG

WisdomTree U.S. Short Term Corporate Bond Fund

22 hedge funds and large institutions have $44.9M invested in WisdomTree U.S. Short Term Corporate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $46.3M → $44.9M (-$1.41M)

2.19% less ownership

Funds ownership: 87.74%85.55% (-2.2%)

12% less funds holding

Funds holding: 2522 (-3)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
22
Holders Change
-3
Holders Change %
-12%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
8
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
1
Prime Capital Investment Advisors
Kansas
$11.6M -$574K -12,015 -5%
WWM
2
WT Wealth Management
Arizona
$9.12M +$1.67M +34,864 +22%
LPL Financial
3
LPL Financial
California
$6.22M -$1.42M -29,801 -19%
Jane Street
4
Jane Street
New York
$4.92M +$249K +5,208 +5%
PAG
5
Private Advisor Group
New Jersey
$2.34M -$1.38M -28,934 -37%
IWP
6
Invenio Wealth Partners
Florida
$2.27M +$625K +13,087 +38%
SAM
7
Smartleaf Asset Management
Massachusetts
$2.04M -$1.19M -24,912 -37%
GRP
8
Global Retirement Partners
California
$1.26M +$175K +3,661 +16%
AI
9
Atria Investments
North Carolina
$1.04M +$1.04M +21,834 New
JSL
10
JT Stratford LLC
Georgia
$1.03M -$182K -3,798 -15%
Citadel Advisors
11
Citadel Advisors
Florida
$772K +$774K +16,186 New
Osaic Holdings
12
Osaic Holdings
Arizona
$623K -$30.2K -632 -5%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$504K +$143K +2,984 +39%
NC
14
NewSquare Capital
Pennsylvania
$451K +$172K +3,605 +62%
RA
15
RFG Advisory
Alabama
$383K +$12.7K +266 +3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$202K +$1.82K +38 +0.9%
CA
17
CoreCap Advisors
Michigan
$60.7K +$60.8K +1,272 New
HI
18
Harbour Investments
Wisconsin
$32.8K -$860 -18 -3%
JP Morgan Chase
19
JP Morgan Chase
New York
$12.5K -$15.8K -331 -56%
C
20
Covestor
United Kingdom
$2K -$765 -16 -26%
UBS Group
21
UBS Group
Switzerland
$382 +$382 +8 New
Morgan Stanley
22
Morgan Stanley
New York
$58 -$48 -1 -50%
KAS
23
Kestra Advisory Services
Texas
-$668K -13,933 Closed
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
-$387K -8,066 Closed
TFG
25
Team Financial Group
California
-$168K -3,502 Closed

QSIG Hedge Fund Activity: Q1 2024 in Review

22 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) for Q1 2024, worth a combined $44.9M — down 3% from $46.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of QSIG and 4 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 8 added.

The largest buyer was WT Wealth Management, adding an estimated $1.67M. The largest seller was LPL Financial, cutting an estimated $1.42M.

  • 22 institutional investors held WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) as of Q1 2024, down from 25 in Q4 2023.
  • Funds reported $44.9M of WisdomTree U.S. Short Term Corporate Bond Fund stock for Q1 2024, down 3% quarter-over-quarter.
  • 4 funds opened new WisdomTree U.S. Short Term Corporate Bond Fund positions in Q1 2024 and 6 closed out, a net change of -2 holders.
  • The largest WisdomTree U.S. Short Term Corporate Bond Fund buyer in Q1 2024 was WT Wealth Management, an estimated $1.67M added.
  • The largest WisdomTree U.S. Short Term Corporate Bond Fund seller in Q1 2024 was LPL Financial, an estimated $1.42M sold.

Based on aggregated 13F filings for Q1 2024.