WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
30 hedge funds and large institutions have $19.8M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 8 closing their positions.
12.59% less ownership
Funds ownership: 72.49% → 59.9% (-13%)
17% less funds holding
Funds holding: 36 → 30 (-6)
29% less capital invested
Capital invested by funds: $27.8M → $19.8M (-$8.03M)
47% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 15
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$642K |
| 2 |
HAG
HF Advisory Group
Annapolis,
Maryland
|
+$83.4K |
| 3 |
WB
Webster Bank
Waterbury,
Connecticut
|
+$36.7K |
| 4 |
VHAM
Van Hulzen Asset Management
El Dorado Hills,
California
|
+$25.4K |
| 5 |
Morgan Stanley
New York
|
+$11.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.52M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.34M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$465K |
| 4 |
NS
NBC Securities
Birmingham,
Alabama
|
-$435K |
| 5 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
-$381K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
26
Creative Financial Designs
Kokomo,
Indiana
| $3.49K | +$1.71K | +36 | +95% |
|
|
AWM
27
AE Wealth Management
Topeka,
Kansas
| $1.13K | +$1.14K | +24 | New |
|
|
CA
28
CoreCap Advisors
Southfield,
Michigan
| $519 | – | – | – |
|
|
NS
29
NBC Securities
Birmingham,
Alabama
| $441 | -$435K | -9,162 | -100% |
|
|
LFG
30
Larson Financial Group
St Louis,
Missouri
| $171 | -$95 | -2 | -33% |
|
|
FTUS
31
Flow Traders U.S.
New York
| – | -$1.34M | -27,869 | Closed |
|
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$465K | -9,691 | Closed |
|
33
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$328K | -6,864 | Closed |
|
34
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$308K | -6,410 | Closed |
|
|
PMG
35
ProVise Management Group
Clearwater,
Florida
| – | -$279K | -5,819 | Closed |
|
|
BWP
36
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$35.5K | -739 | Closed |
|
37
UBS Group
Zurich,
Switzerland
| – | -$12.8K | -266 | Closed |
|
38
Fidelity Investments
Boston,
Massachusetts
| – | -$48 | -1 | Closed |
|
SHAG Hedge Fund Activity: Q4 2024 in Review
30 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q4 2024, worth a combined $19.8M — down 29% from $27.8M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of SHAG and 2 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 8 added.
The largest buyer was Private Advisor Group, adding an estimated $642K. The largest seller was Jane Street, cutting an estimated $3.52M.
- 30 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q4 2024, down from 36 in Q3 2024.
- Funds reported $19.8M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q4 2024, down 29% quarter-over-quarter.
- 2 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q4 2024 and 8 closed out, a net change of -6 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q4 2024 was Private Advisor Group, an estimated $642K added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q4 2024 was Jane Street, an estimated $3.52M sold.
Based on aggregated 13F filings for Q4 2024.