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QSIG

WisdomTree U.S. Short Term Corporate Bond Fund

22 hedge funds and large institutions have $36.5M invested in WisdomTree U.S. Short Term Corporate Bond Fund in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

0% more funds holding

Funds holding: 2222 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

3% less capital invested

Capital invested by funds: $37.7M → $36.5M (-$1.19M)

4.4% less ownership

Funds ownership: 79.08%74.68% (-4.4%)

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
14
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
1
Prime Capital Investment Advisors
Kansas
$11.3M -$234K -4,830 -2%
LPL Financial
2
LPL Financial
California
$7.02M +$36.5K +753 +0.5%
IWP
3
Invenio Wealth Partners
Florida
$2.76M +$138K +2,841 +5%
WWM
4
WT Wealth Management
Arizona
$2.45M -$3.1M -63,968 -56%
GRP
5
Global Retirement Partners
California
$2.41M +$332K +6,855 +16%
PAG
6
Private Advisor Group
New Jersey
$1.95M -$390K -8,047 -17%
SAM
7
Smartleaf Asset Management
Massachusetts
$1.83M -$209K -4,314 -10%
AI
8
Atria Investments
North Carolina
$1.25M +$248K +5,126 +25%
JSL
9
JT Stratford LLC
Georgia
$1.22M +$118K +2,431 +11%
Jane Street
10
Jane Street
New York
$1.16M +$746K +15,396 +186%
Citadel Advisors
11
Citadel Advisors
Florida
$641K +$436 +9 +0.1%
Osaic Holdings
12
Osaic Holdings
Arizona
$617K +$8.57K +177 +1%
NC
13
NewSquare Capital
Pennsylvania
$477K +$2.04K +42 +0.4%
Mariner
14
Mariner
Kansas
$441K +$149K +3,080 +52%
RA
15
RFG Advisory
Alabama
$398K -$38.4K -792 -9%
TFG
16
Team Financial Group
California
$228K
Bank of New York Mellon
17
Bank of New York Mellon
New York
$207K -$97 -2 -0%
HI
18
Harbour Investments
Wisconsin
$77K +$38.5K +795 +102%
CA
19
CoreCap Advisors
Michigan
$76.5K +$21K +433 +38%
UBS Group
20
UBS Group
Switzerland
$5.03K +$194 +4 +4%
C
21
Covestor
United Kingdom
$3K +$533 +11 +24%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$49 +$48 +1 New
Morgan Stanley
23
Morgan Stanley
New York
-$49 -1 Closed

QSIG Hedge Fund Activity: Q3 2024 in Review

22 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) for Q3 2024, worth a combined $36.5M — down 3.2% from $37.7M a quarter earlier.

Fund positioning in QSIG was balanced in Q3 2024: 1 fund opened new positions, 1 closed out, 14 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, adding an estimated $746K. The largest seller was WT Wealth Management, cutting an estimated $3.1M.

  • 22 institutional investors held WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $36.5M of WisdomTree U.S. Short Term Corporate Bond Fund stock for Q3 2024, down 3.2% quarter-over-quarter.
  • 1 fund opened new WisdomTree U.S. Short Term Corporate Bond Fund positions in Q3 2024 and 1 closed out, a net change of 0 holders.
  • The largest WisdomTree U.S. Short Term Corporate Bond Fund buyer in Q3 2024 was Jane Street, an estimated $746K added.
  • The largest WisdomTree U.S. Short Term Corporate Bond Fund seller in Q3 2024 was WT Wealth Management, an estimated $3.1M sold.

Based on aggregated 13F filings for Q3 2024.