WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
40 hedge funds and large institutions have $88.3M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.
112% more capital invested
Capital invested by funds: $41.6M → $88.3M (+$46.7M)
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
16.92% more ownership
Funds ownership: 68.16% → 85.08% (+17%)
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
0% more funds holding
Funds holding: 40 → 40 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$50.1M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2M |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$298K |
| 5 |
Bank of New York Mellon
New York
|
+$297K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.03M |
| 2 |
Jane Street
New York
|
-$2.92M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$2.59M |
| 4 |
PCWA
Pacific Capital Wealth Advisors
Corona,
California
|
-$1.07M |
| 5 |
LPL Financial
San Diego,
California
|
-$561K |
SHAG Hedge Fund Activity: Q1 2023 in Review
40 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q1 2023, worth a combined $88.3M — up 112% from $41.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SHAG positions and 4 closed out — a net gain of 3 holders — while 14 added to existing stakes and 12 trimmed.
The largest buyer was Trilogy Capital, adding an estimated $50.1M. The largest seller was Wells Fargo, cutting an estimated $4.03M.
- 40 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $88.3M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q1 2023, up 112% quarter-over-quarter.
- 7 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q1 2023 and 4 closed out, a net change of +3 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q1 2023 was Trilogy Capital, an estimated $50.1M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q1 2023 was Wells Fargo, an estimated $4.03M sold.
Based on aggregated 13F filings for Q1 2023.