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QSIG

WisdomTree U.S. Short Term Corporate Bond Fund

29 hedge funds and large institutions have $43.3M invested in WisdomTree U.S. Short Term Corporate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

32% more capital invested

Capital invested by funds: $32.7M → $43.3M (+$10.6M)

26% more funds holding

Funds holding: 2329 (+6)

21.36% more ownership

Funds ownership: 68.11%89.47% (+21%)

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
6
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
$15.3M +$3.92M +81,280 +35%
LPL Financial
2
LPL Financial
California
$4.72M +$3.01M +62,417 +178%
Jane Street
3
Jane Street
New York
$4.12M +$2.34M +48,523 +132%
IWP
4
Invenio Wealth Partners
Florida
$3.08M +$130K +2,686 +4%
JP Morgan Chase
5
JP Morgan Chase
New York
$3.02M +$3.01M +62,446 New
WWM
6
WT Wealth Management
Arizona
$1.95M -$484K -10,028 -20%
PAG
7
Private Advisor Group
New Jersey
$1.79M -$26.7K -553 -1%
SAM
8
Smartleaf Asset Management
Massachusetts
$1.73M +$22.3K +461 +1%
AI
9
Atria Investments
North Carolina
$1.42M +$71.9K +1,489 +5%
JSL
10
JT Stratford LLC
Georgia
$1.39M +$212K +4,401 +18%
DFP
11
Defined Financial Planning
California
$1.35M +$80.1K +1,660 +6%
Osaic Holdings
12
Osaic Holdings
Arizona
$710K +$84.6K +1,753 +14%
NC
13
NewSquare Capital
Pennsylvania
$500K -$531 -11 -0.1%
Mariner
14
Mariner
Kansas
$485K +$2.65K +55 +0.6%
BFA
15
Beacon Financial Advisory
Ohio
$461K +$459K +9,514 New
CIA
16
Concurrent Investment Advisors
Florida
$435K +$434K +8,991 New
RA
17
RFG Advisory
Alabama
$311K -$44.3K -917 -12%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$206K +$193 +4 +0.1%
OP
19
ORG Partners
Indiana
$79.6K +$47.2K +978 +147%
HI
20
Harbour Investments
Wisconsin
$79K +$1.45K +30 +2%
CA
21
CoreCap Advisors
Michigan
$39.9K -$2.17K -45 -5%
WF
22
Wayfinding Financial
Washington
$33K +$32.9K +682 New
NS
23
NBC Securities
Alabama
$31K +$31.4K +650 New
PA
24
PSI Advisors
Florida
$30.3K +$30.2K +625 New
C
25
Covestor
United Kingdom
$11K +$3.96K +82 +59%

QSIG Hedge Fund Activity: Q1 2025 in Review

29 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) for Q1 2025, worth a combined $43.3M — up 32% from $32.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new QSIG positions and 2 closed out — a net gain of 7 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Prime Capital Investment Advisors, adding an estimated $3.92M. The largest seller was WT Wealth Management, cutting an estimated $484K.

  • 29 institutional investors held WisdomTree U.S. Short Term Corporate Bond Fund (QSIG) as of Q1 2025, up from 23 in Q4 2024.
  • Funds reported $43.3M of WisdomTree U.S. Short Term Corporate Bond Fund stock for Q1 2025, up 32% quarter-over-quarter.
  • 9 funds opened new WisdomTree U.S. Short Term Corporate Bond Fund positions in Q1 2025 and 2 closed out, a net change of +7 holders.
  • The largest WisdomTree U.S. Short Term Corporate Bond Fund buyer in Q1 2025 was Prime Capital Investment Advisors, an estimated $3.92M added.
  • The largest WisdomTree U.S. Short Term Corporate Bond Fund seller in Q1 2025 was WT Wealth Management, an estimated $484K sold.

Based on aggregated 13F filings for Q1 2025.