WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
25 hedge funds and large institutions have $20.4M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
4% more funds holding
Funds holding: 24 → 25 (+1)
1.7% more ownership
Funds ownership: 25.3% → 27% (+1.7%)
11% less capital invested
Capital invested by funds: $22.9M → $20.4M (-$2.59M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$1.08M |
| 2 |
LPL Financial
San Diego,
California
|
+$774K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$312K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$132K |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$38.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.28M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.52M |
| 3 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$542K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$414K |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
-$293K |
SHAG Hedge Fund Activity: Q4 2019 in Review
25 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q4 2019, worth a combined $20.4M — down 11% from $22.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SHAG positions and 6 closed out — a net gain of 1 holder — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Savant Capital, opening a new position worth an estimated $1.08M. The largest seller was Jane Street, cutting an estimated $4.28M.
- 25 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q4 2019, up from 24 in Q3 2019.
- Funds reported $20.4M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q4 2019, down 11% quarter-over-quarter.
- 7 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q4 2019 and 6 closed out, a net change of +1 holder.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q4 2019 was Savant Capital, an estimated $1.08M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q4 2019 was Jane Street, an estimated $4.28M sold.
Based on aggregated 13F filings for Q4 2019.