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QSIG

WisdomTree U.S. Short Term Corporate Bond Fund

23 hedge funds and large institutions have $32.7M invested in WisdomTree U.S. Short Term Corporate Bond Fund in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

5% more funds holding

Funds holding: 2223 (+1)

6.58% less ownership

Funds ownership: 74.68%68.11% (-6.6%)

10% less capital invested

Capital invested by funds: $36.5M → $32.7M (-$3.73M)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
7
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
$11.3M +$223K +4,600 +2%
IWP
2
Invenio Wealth Partners
Florida
$2.92M +$207K +4,271 +8%
GRP
3
Global Retirement Partners
California
$2.81M +$444K +9,168 +19%
WWM
4
WT Wealth Management
Arizona
$2.42M -$1.79K -37 -0.1%
PAG
5
Private Advisor Group
New Jersey
$1.8M -$114K -2,350 -6%
Jane Street
6
Jane Street
New York
$1.76M +$627K +12,953 +55%
SAM
7
Smartleaf Asset Management
Massachusetts
$1.7M -$102K -2,113 -6%
LPL Financial
8
LPL Financial
California
$1.68M -$5.26M -108,622 -76%
AI
9
Atria Investments
North Carolina
$1.34M +$108K +2,231 +9%
DFP
10
Defined Financial Planning
California
$1.26M +$1.27M +26,207 New
JSL
11
JT Stratford LLC
Georgia
$1.17M -$24.1K -498 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$620K +$13K +269 +2%
NC
13
NewSquare Capital
Pennsylvania
$497K +$27.4K +567 +6%
Mariner
14
Mariner
Kansas
$479K +$45K +930 +10%
RA
15
RFG Advisory
Alabama
$353K -$39.1K -808 -10%
TFG
16
Team Financial Group
California
$226K +$871 +18 +0.4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$204K +$435 +9 +0.2%
HI
18
Harbour Investments
Wisconsin
$77K +$1.21K +25 +2%
CA
19
CoreCap Advisors
Michigan
$41.7K -$33.8K -698 -45%
OP
20
ORG Partners
Indiana
$31.9K +$32.1K +664 New
T
21
Transce3nd
Texas
$16.5K +$16.6K +344 New
UBS Group
22
UBS Group
Switzerland
$11.7K +$6.77K +140 +136%
C
23
Covestor
United Kingdom
$7K +$3.97K +82 +144%
Citadel Advisors
24
Citadel Advisors
Florida
-$641K -13,119 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-$49 -1 Closed

QSIG Hedge Fund Activity: Q4 2024 in Review

23 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) for Q4 2024, worth a combined $32.7M — down 10% from $36.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new QSIG positions and 2 closed out — a net gain of 1 holder — while 13 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, adding an estimated $627K. The largest seller was LPL Financial, cutting an estimated $5.26M.

  • 23 institutional investors held WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) as of Q4 2024, up from 22 in Q3 2024.
  • Funds reported $32.7M of WisdomTree U.S. Short Term Corporate Bond Fund stock for Q4 2024, down 10% quarter-over-quarter.
  • 3 funds opened new WisdomTree U.S. Short Term Corporate Bond Fund positions in Q4 2024 and 2 closed out, a net change of +1 holder.
  • The largest WisdomTree U.S. Short Term Corporate Bond Fund buyer in Q4 2024 was Jane Street, an estimated $627K added.
  • The largest WisdomTree U.S. Short Term Corporate Bond Fund seller in Q4 2024 was LPL Financial, an estimated $5.26M sold.

Based on aggregated 13F filings for Q4 2024.