WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
32 hedge funds and large institutions have $76.6M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
12% more capital invested
Capital invested by funds: $68.3M → $76.6M (+$8.34M)
3.46% more ownership
Funds ownership: 39.39% → 42.85% (+3.5%)
3% less funds holding
Funds holding: 33 → 32 (-1)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$7.63M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.44M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.66M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.03M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$550K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.76M |
| 2 |
PCWA
Pacific Capital Wealth Advisors
Corona,
California
|
-$884K |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$310K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$246K |
| 5 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$204K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GEA
26
Glen Eagle Advisors
Kingston,
New Jersey
| $26.1K | – | – | – |
|
|
YAL
27
Your Advocates Ltd
Houston,
Texas
| $21K | +$20.8K | +407 | New |
|
|
HWMA
28
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $14K | +$13.8K | +270 | New |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $13K | – | – | – |
|
|
PFGIA
30
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $12K | -$11.3K | -221 | -49% |
|
|
GWM
31
Geneos Wealth Management
Englewood,
Colorado
| $12K | – | – | – |
|
|
32
Jane Street
New York
| – | -$2.76M | -54,092 | Closed |
|
|
33
Creative Planning
Overland Park,
Kansas
| – | -$246K | -4,820 | Closed |
|
|
SWA
34
SFMG Wealth Advisors
Plano,
Texas
| – | -$204K | -4,000 | Closed |
|
|
SFS
35
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$50K | -970 | Closed |
|
|
RWB
36
RMR Wealth Builders
Montclair,
New Jersey
| – | -$13K | -251 | Closed |
|
|
AWA
37
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | +$102 | +2 | New |
|
SHAG Hedge Fund Activity: Q2 2021 in Review
32 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q2 2021, worth a combined $76.6M — up 12% from $68.3M 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 12 trimmed.
The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $7.63M. The largest seller was Jane Street, exiting entirely with an estimated $2.76M sold.
- 32 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q2 2021, down from 33 in Q1 2021.
- Funds reported $76.6M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q2 2021, up 12% quarter-over-quarter.
- 7 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q2 2021 and 6 closed out, a net change of +1 holder.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q2 2021 was Cetera Advisor Networks, an estimated $7.63M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q2 2021 was Jane Street, an estimated $2.76M sold.
Based on aggregated 13F filings for Q2 2021.