WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
36 hedge funds and large institutions have $87.8M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
15% more capital invested
Capital invested by funds: $76.6M → $87.8M (+$11.2M)
13% more funds holding
Funds holding: 32 → 36 (+4)
4.98% more ownership
Funds ownership: 42.85% → 47.83% (+5%)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$9.48M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$4.82M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.11M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.99M |
| 5 |
Jane Street
New York
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KW
KWB Wealth
Redlands,
California
|
-$7.92M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.9M |
| 3 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$288K |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$281K |
| 5 |
EWM
Evercore Wealth Management
New York
|
-$230K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAS
26
Winch Advisory Services
Appleton,
Wisconsin
| $122K | +$17.1K | +333 | +16% |
|
|
RG
27
Retirement Group
San Diego,
California
| $70K | +$102 | +2 | +0.1% |
|
28
UBS Group
Zurich,
Switzerland
| $60K | +$60.7K | +1,186 | New |
|
|
GEA
29
Glen Eagle Advisors
Kingston,
New Jersey
| $26.1K | – | – | – |
|
|
YAL
30
Your Advocates Ltd
Houston,
Texas
| $21K | – | – | – |
|
|
HI
31
Harbour Investments
Madison,
Wisconsin
| $13K | +$51 | +1 | +0.4% |
|
|
HWMA
32
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $12K | -$1.43K | -28 | -10% |
|
|
GWM
33
Geneos Wealth Management
Englewood,
Colorado
| $12K | – | – | – |
|
|
PFGIA
34
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $12K | – | – | – |
|
35
Koshinski Asset Management
Decatur,
Illinois
| $1.22K | +$1.23K | +24 | New |
|
|
NC
36
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$288K | -5,635 | Closed |
|
|
FHC
37
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$281K | -5,491 | Closed |
|
SHAG Hedge Fund Activity: Q3 2021 in Review
36 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q3 2021, worth a combined $87.8M — up 15% from $76.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SHAG positions and 2 closed out — a net gain of 4 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was Wells Fargo, adding an estimated $9.48M. The largest seller was KWB Wealth, cutting an estimated $7.92M.
- 36 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q3 2021, up from 32 in Q2 2021.
- Funds reported $87.8M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q3 2021, up 15% quarter-over-quarter.
- 6 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q3 2021 and 2 closed out, a net change of +4 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q3 2021 was Wells Fargo, an estimated $9.48M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q3 2021 was KWB Wealth, an estimated $7.92M sold.
Based on aggregated 13F filings for Q3 2021.