WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
37 hedge funds and large institutions have $71.4M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
126% more capital invested
Capital invested by funds: $31.6M → $71.4M (+$39.8M)
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
32% more funds holding
Funds holding: 28 → 37 (+9)
21.16% more ownership
Funds ownership: 26.72% → 47.87% (+21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.59M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.77M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$4.53M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.93M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
-$597K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$485K |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$225K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$135K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$75K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Envestnet Asset Management
Chicago,
Illinois
| $245K | -$52K | -1,009 | -17% |
|
|
RG
27
Retirement Group
San Diego,
California
| $226K | -$45K | -874 | -17% |
|
|
TA
28
TrueWealth Advisors
Birmingham,
Alabama
| $222K | +$222K | +4,321 | New |
|
|
NC
29
NewSquare Capital
Newtown Square,
Pennsylvania
| $210K | +$97.1K | +1,885 | +85% |
|
30
Morgan Stanley
New York
| $126K | +$87.3K | +1,695 | +223% |
|
31
UBS Group
Zurich,
Switzerland
| $54K | +$53.9K | +1,047 | New |
|
|
SFS
32
Sowell Financial Services
North Little Rock,
Arkansas
| $50K | – | – | – |
|
|
GEA
33
Glen Eagle Advisors
Kingston,
New Jersey
| $26.3K | – | – | – |
|
|
PFGIA
34
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $23K | – | – | – |
|
35
Royal Bank of Canada
Toronto,
Ontario, Canada
| $18K | – | – | – |
|
|
WAS
36
Winch Advisory Services
Appleton,
Wisconsin
| $13K | +$103 | +2 | +0.8% |
|
|
GWM
37
Geneos Wealth Management
Englewood,
Colorado
| $12K | +$5.15K | +100 | +67% |
|
|
38
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$75K | -1,450 | Closed |
|
SHAG Hedge Fund Activity: Q4 2020 in Review
37 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q4 2020, worth a combined $71.4M — up 126% from $31.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SHAG positions and 1 closed out — a net gain of 9 holders — while 15 added to existing stakes and 7 trimmed.
The largest buyer was Wells Fargo, adding an estimated $5.59M. The largest seller was Savant Capital, cutting an estimated $597K.
- 37 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q4 2020, up from 28 in Q3 2020.
- Funds reported $71.4M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q4 2020, up 126% quarter-over-quarter.
- 10 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q4 2020 and 1 closed out, a net change of +9 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q4 2020 was Wells Fargo, an estimated $5.59M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q4 2020 was Savant Capital, an estimated $597K sold.
Based on aggregated 13F filings for Q4 2020.