WisdomTree U.S. Short Term High Yield Corporate Bond Fund
SFHY
SFHY was delisted on the 24th of September, 2021.
10 hedge funds and large institutions have $5.47M invested in WisdomTree U.S. Short Term High Yield Corporate Bond Fund in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
14% less capital invested
Capital invested by funds: $6.38M → $5.47M (-$912K)
17% less funds holding
Funds holding: 12 → 10 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$814K |
| 2 |
LPL Financial
San Diego,
California
|
+$604K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$219K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$50 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.36M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$102K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$58K |
| 4 |
W
Wealthquest
Cincinnati,
Ohio
|
-$37.3K |
| 5 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$19K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $1.45M | +$604K | +12,136 | +72% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $1.16M | +$814K | +16,350 | +237% |
|
3
Citadel Advisors
Miami,
Florida
| $728K | -$17.8K | -358 | -2% |
|
|
MGIA
4
Matthew Goff Investment Advisor
Houston,
Texas
| $583K | – | – | – |
|
|
W
5
Wealthquest
Cincinnati,
Ohio
| $547K | -$37.3K | -749 | -7% |
|
|
6
MML Investors Services
Springfield,
Massachusetts
| $435K | +$219K | +4,395 | +102% |
|
|
7
Jane Street
New York
| $336K | -$2.36M | -47,409 | -88% |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $225K | – | – | – |
|
|
9
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$102K | -2,057 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$58K | -1,163 | Closed |
|
|
DWP
11
Destiny Wealth Partners
Tavares,
Florida
| – | -$19K | -387 | Closed |
|
|
12
Fidelity Investments
Boston,
Massachusetts
| – | +$50 | +1 | New |
|
SFHY Hedge Fund Activity: Q2 2021 in Review
10 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) for Q2 2021, worth a combined $5.47M — down 14% from $6.38M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SFHY and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 3 added.
The largest buyer was Osaic Holdings, adding an estimated $814K. The largest seller was Jane Street, cutting an estimated $2.36M.
- 10 institutional investors held WisdomTree U.S. Short Term High Yield Corporate Bond Fund (SFHY) as of Q2 2021, down from 12 in Q1 2021.
- Funds reported $5.47M of WisdomTree U.S. Short Term High Yield Corporate Bond Fund stock for Q2 2021, down 14% quarter-over-quarter.
- 1 fund opened new WisdomTree U.S. Short Term High Yield Corporate Bond Fund positions in Q2 2021 and 3 closed out, a net change of -2 holders.
- The largest WisdomTree U.S. Short Term High Yield Corporate Bond Fund buyer in Q2 2021 was Osaic Holdings, an estimated $814K added.
- The largest WisdomTree U.S. Short Term High Yield Corporate Bond Fund seller in Q2 2021 was Jane Street, an estimated $2.36M sold.
Based on aggregated 13F filings for Q2 2021.