WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
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.
New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
WAS
26
Winch Advisory Services
Appleton,
Wisconsin
| $122K | +$17K | +333 | +16% |
|
|
RG
27
Retirement Group
San Diego,
California
| $70K | +$102 | +2 | +0.1% |
|
28
UBS Group
Zurich,
Switzerland
| $60K | +$60K | +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 | -$1.39K | -28 | -10% |
|
|
PFGIA
33
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $12K | – | – | – |
|
|
GWM
34
Geneos Wealth Management
Englewood,
Colorado
| $12K | – | – | – |
|
35
Koshinski Asset Management
Decatur,
Illinois
| $1.22K | +$1.22K | +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 |
|