WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
SHAG
40 hedge funds and large institutions have $41.6M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
27% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 15
Holders
40
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$4.4M | |
| 2 | +$336K | |
| 3 | +$305K | |
| 4 |
HA
Herold Advisors
New York
|
+$277K |
| 5 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$244K |
Top Sellers
| 1 | -$4.49M | |
| 2 | -$2.07M | |
| 3 | -$1.66M | |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$1.1M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$838K |