WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
24 hedge funds and large institutions have $19.5M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
9% more funds holding
Funds holding: 22 → 24 (+2)
16.4% less ownership
Funds ownership: 37.48% → 21.08% (-16%)
45% less capital invested
Capital invested by funds: $35.7M → $19.5M (-$16.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$1.18M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$433K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$311K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$250K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$94.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$16.3M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$778K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$72K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$61.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
UBS Group
Zurich,
Switzerland
| – | -$72K | -1,428 | Closed |
|
|
DWM
27
Darwin Wealth Management
Tampa,
Florida
| – | -$10K | -205 | Closed |
|
SHAG Hedge Fund Activity: Q2 2020 in Review
24 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q2 2020, worth a combined $19.5M — down 45% from $35.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SHAG positions and 4 closed out — a net gain of 3 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was ProVise Management Group, adding an estimated $1.18M. The largest seller was Jane Street, cutting an estimated $16.3M.
- 24 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q2 2020, up from 22 in Q1 2020.
- Funds reported $19.5M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q2 2020, down 45% quarter-over-quarter.
- 7 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q2 2020 and 4 closed out, a net change of +3 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q2 2020 was ProVise Management Group, an estimated $1.18M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q2 2020 was Jane Street, an estimated $16.3M sold.
Based on aggregated 13F filings for Q2 2020.