WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
44 hedge funds and large institutions have $94.2M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
7.91% more ownership
Funds ownership: 66.71% → 74.62% (+7.9%)
2% more funds holding
Funds holding: 43 → 44 (+1)
10% less capital invested
Capital invested by funds: $104M → $94.2M (-$10.2M)
39% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 18
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$9.12M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$958K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$908K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$873K |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$807K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$6.29M |
| 2 |
FPOC
Financial Planners of Cleveland
Mayfield Heights,
Ohio
|
-$4.07M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.34M |
| 4 |
TF
Theory Financial
Fort Collins,
Colorado
|
-$1.3M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$1.27M |
SHAG Hedge Fund Activity: Q1 2022 in Review
44 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q1 2022, worth a combined $94.2M — down 9.7% from $104M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SHAG positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 18 trimmed.
The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $9.12M. The largest seller was Citadel Advisors, cutting an estimated $6.29M.
- 44 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q1 2022, up from 43 in Q4 2021.
- Funds reported $94.2M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q1 2022, down 9.7% quarter-over-quarter.
- 5 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q1 2022 and 2 closed out, a net change of +3 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q1 2022 was Sequoia Financial Advisors, an estimated $9.12M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q1 2022 was Citadel Advisors, an estimated $6.29M sold.
Based on aggregated 13F filings for Q1 2022.