WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less funds holding
Funds holding: →
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)
Holders
32
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$7.63M | |
| 2 | +$2.43M | |
| 3 | +$1.66M | |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.03M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$550K |
Top Sellers
| 1 | -$2.76M | |
| 2 | -$883K | |
| 3 | -$310K | |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$246K |
| 5 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$204K |