WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
36 hedge funds and large institutions have $27.8M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 3 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
5% less capital invested
Capital invested by funds: $29.2M → $27.8M (-$1.34M)
5.16% less ownership
Funds ownership: 77.64% → 72.49% (-5.2%)
5% less funds holding
Funds holding: 38 → 36 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$1.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$417K |
| 3 |
LPL Financial
San Diego,
California
|
+$271K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$216K |
| 5 |
Morgan Stanley
New York
|
+$166K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$635K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$609K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$269K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$261K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
26
Farther Finance Advisors
San Francisco,
California
| $59K | +$143 | +3 | +0.2% |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $58K | +$23.8K | +500 | +71% |
|
|
BWP
28
Baldwin Wealth Partners
Marion,
Massachusetts
| $35.5K | +$35.2K | +739 | New |
|
29
UBS Group
Zurich,
Switzerland
| $12.8K | +$6.49K | +136 | +105% |
|
|
T
30
Tidemark
San Diego,
California
| $9.93K | – | – | – |
|
31
Franklin Resources
San Mateo,
California
| $9.53K | – | – | – |
|
|
HI
32
Harbour Investments
Madison,
Wisconsin
| $7.92K | – | – | – |
|
|
CFD
33
Creative Financial Designs
Kokomo,
Indiana
| $1.82K | – | – | – |
|
|
CA
34
CoreCap Advisors
Southfield,
Michigan
| $528 | – | – | – |
|
|
LFG
35
Larson Financial Group
St Louis,
Missouri
| $267 | – | – | – |
|
36
Fidelity Investments
Boston,
Massachusetts
| $48 | – | – | – |
|
|
RJA
37
Raymond James & Associates
St Petersburg,
Florida
| – | -$2M | -42,591 | Closed |
|
|
WAP
38
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$221K | -4,716 | Closed |
|
|
GEA
39
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$6.15K | -131 | Closed |
|
SHAG Hedge Fund Activity: Q3 2024 in Review
36 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q3 2024, worth a combined $27.8M — down 4.6% from $29.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SHAG and 1 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 16 added.
The largest buyer was Flow Traders U.S., adding an estimated $1.1M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $2M sold.
- 36 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q3 2024, down from 38 in Q2 2024.
- Funds reported $27.8M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q3 2024, down 4.6% quarter-over-quarter.
- 1 fund opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q3 2024 and 3 closed out, a net change of -2 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q3 2024 was Flow Traders U.S., an estimated $1.1M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q3 2024 was Raymond James & Associates, an estimated $2M sold.
Based on aggregated 13F filings for Q3 2024.