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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG

38 hedge funds and large institutions have $29.2M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

0.95% more ownership

Funds ownership: 76.7% → 77.64% (+0.95%)

1% more capital invested

Capital invested by funds: $28.9M → $29.2M (+$267K)

5% less funds holding

Funds holding: 40 → 38 (-2)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
19
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.8M
2
Bank of America
Bank of America
North Carolina
+$1.61M
3
KAS
Kestra Advisory Services
Texas
+$510K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$456K
5
Citadel Advisors
Citadel Advisors
Florida
+$271K

Top Sellers

Rank Fund Capital Flow
1
PMG
ProVise Management Group
Florida
-$2.37M
2
FTUS
Flow Traders U.S.
New York
-$840K
3
WAP
Wealthcare Advisory Partners
Pennsylvania
-$266K
4
Wells Fargo
Wells Fargo
California
-$253K
5
PCIA
Prime Capital Investment Advisors
Kansas
-$253K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$166K -$237K -5,057 -59%
Osaic Holdings
27
Osaic Holdings
Arizona
$80.3K +$71.5K +1,525 +824%
FFA
28
Farther Finance Advisors
California
$57.6K +$94 +2 +0.2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$33K -$7.04K -150 -18%
T
30
Tidemark
California
$9.72K – – –
Franklin Resources
31
Franklin Resources
California
$9.39K – – –
HI
32
Harbour Investments
Wisconsin
$7.75K – – –
GEA
33
Glen Eagle Advisors
New Jersey
$6.15K – – –
UBS Group
34
UBS Group
Switzerland
$6.1K +$1.55K +33 +34%
CFD
35
Creative Financial Designs
Indiana
$1.78K -$1.13K -24 -39%
CA
36
CoreCap Advisors
Michigan
$516 – – –
LFG
37
Larson Financial Group
Missouri
$258 +$281 +6 New
EWM
38
EPG Wealth Management
Georgia
$235 -$235 -5 Closed
Fidelity Investments
39
Fidelity Investments
Massachusetts
$47 +$47 +1 New
CA
40
Claro Advisors
Massachusetts
– -$225K -4,780 Closed
Citigroup
41
Citigroup
New York
– -$34.7K -736 Closed
1
2

SHAG Hedge Fund Activity: Q2 2024 in Review

38 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q2 2024, worth a combined $29.2M — up 0.93% from $28.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of SHAG and 2 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 19 added.

The largest buyer was Jane Street, adding an estimated $1.8M. The largest seller was ProVise Management Group, cutting an estimated $2.37M.

  • 38 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q2 2024, down from 40 in Q1 2024.
  • Funds reported $29.2M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q2 2024, up 0.93% quarter-over-quarter.
  • 2 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q2 2024 and 3 closed out, a net change of -1 holder.
  • The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q2 2024 was Jane Street, an estimated $1.8M added.
  • The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q2 2024 was ProVise Management Group, an estimated $2.37M sold.

Based on aggregated 13F filings for Q2 2024.