WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
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.
New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
-6
Holders Change %
-16.67%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CFD
26
Creative Financial Designs
Kokomo,
Indiana
| $3.49K | +$1.7K | +36 | +95% |
|
|
AWM
27
AE Wealth Management
Topeka,
Kansas
| $1.13K | +$1.13K | +24 | New |
|
|
CA
28
CoreCap Advisors
Southfield,
Michigan
| $519 | – | – | – |
|
|
NS
29
NBC Securities
Birmingham,
Alabama
| $441 | -$449K | -9,162 | -100% |
|
|
LFG
30
Larson Financial Group
St Louis,
Missouri
| $171 | -$86 | -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 |
|