WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
24 hedge funds and large institutions have $22.9M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
14% more funds holding
Funds holding: 21 → 24 (+3)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
9% more capital invested
Capital invested by funds: $21M → $22.9M (+$1.95M)
0.79% less ownership
Funds ownership: 26.09% → 25.3% (-0.79%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$8.55M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$820K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$414K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$229K |
| 5 |
WB
Webster Bank
Waterbury,
Connecticut
|
+$183K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$3.87M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.06M |
| 3 |
Goldman Sachs
New York
|
-$1.6M |
| 4 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$446K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$307K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCAG
26
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$6.54K | -130 | Closed |
|
27
Fidelity Investments
Boston,
Massachusetts
| – | +$50 | +1 | New |
|
SHAG Hedge Fund Activity: Q3 2019 in Review
24 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q3 2019, worth a combined $22.9M — up 9.3% from $21M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SHAG positions and 3 closed out — a net gain of 4 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $8.55M. The largest seller was Intelligence Driven Advisers, cutting an estimated $3.87M.
- 24 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q3 2019, up from 21 in Q2 2019.
- Funds reported $22.9M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q3 2019, up 9.3% quarter-over-quarter.
- 7 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q3 2019 and 3 closed out, a net change of +4 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q3 2019 was Jane Street, an estimated $8.55M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q3 2019 was Intelligence Driven Advisers, an estimated $3.87M sold.
Based on aggregated 13F filings for Q3 2019.