We are live on ! Find out more
QSIG

WisdomTree U.S. Short Term Corporate Bond Fund

22 hedge funds and large institutions have $37.7M invested in WisdomTree U.S. Short Term Corporate Bond Fund in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2222 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

6.46% less ownership

Funds ownership: 85.55%79.08% (-6.5%)

16% less capital invested

Capital invested by funds: $44.9M → $37.7M (-$7.23M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
9
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
1
Prime Capital Investment Advisors
Kansas
$11.2M -$369K -7,766 -3%
LPL Financial
2
LPL Financial
California
$6.8M +$591K +12,428 +10%
WWM
3
WT Wealth Management
Arizona
$5.44M -$3.66M -76,870 -40%
IWP
4
Invenio Wealth Partners
Florida
$2.56M +$291K +6,122 +13%
PAG
5
Private Advisor Group
New Jersey
$2.28M -$60.9K -1,281 -3%
GRP
6
Global Retirement Partners
California
$2.02M +$761K +16,004 +61%
SAM
7
Smartleaf Asset Management
Massachusetts
$1.99M -$45.1K -949 -2%
JSL
8
JT Stratford LLC
Georgia
$1.07M +$44.6K +937 +4%
AI
9
Atria Investments
North Carolina
$978K -$61.9K -1,302 -6%
Citadel Advisors
10
Citadel Advisors
Florida
$624K -$146K -3,076 -19%
Osaic Holdings
11
Osaic Holdings
Arizona
$593K -$29.3K -616 -5%
NC
12
NewSquare Capital
Pennsylvania
$463K +$13.3K +280 +3%
RA
13
RFG Advisory
Alabama
$426K +$43.2K +909 +11%
Jane Street
14
Jane Street
New York
$394K -$4.51M -94,870 -92%
Mariner
15
Mariner
Kansas
$283K +$283K +5,951 New
TFG
16
Team Financial Group
California
$223K +$223K +4,679 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$202K +$95 +2 +0%
CA
18
CoreCap Advisors
Michigan
$53.9K -$6.61K -139 -11%
HI
19
Harbour Investments
Wisconsin
$37.2K +$4.52K +95 +14%
UBS Group
20
UBS Group
Switzerland
$4.71K +$4.33K +91 +1,138%
C
21
Covestor
United Kingdom
$2K
Morgan Stanley
22
Morgan Stanley
New York
$49
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
-$504K -10,544 Closed
JP Morgan Chase
24
JP Morgan Chase
New York
-$12.5K -263 Closed

QSIG Hedge Fund Activity: Q2 2024 in Review

22 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) for Q2 2024, worth a combined $37.7M — down 16% from $44.9M a quarter earlier.

Fund positioning in QSIG was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 9 trimmed.

The largest buyer was Global Retirement Partners, adding an estimated $761K. The largest seller was Jane Street, cutting an estimated $4.51M.

  • 22 institutional investors held WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $37.7M of WisdomTree U.S. Short Term Corporate Bond Fund stock for Q2 2024, down 16% quarter-over-quarter.
  • 2 funds opened new WisdomTree U.S. Short Term Corporate Bond Fund positions in Q2 2024 and 2 closed out, a net change of 0 holders.
  • The largest WisdomTree U.S. Short Term Corporate Bond Fund buyer in Q2 2024 was Global Retirement Partners, an estimated $761K added.
  • The largest WisdomTree U.S. Short Term Corporate Bond Fund seller in Q2 2024 was Jane Street, an estimated $4.51M sold.

Based on aggregated 13F filings for Q2 2024.