WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
33 hedge funds and large institutions have $24.1M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
22% more capital invested
Capital invested by funds: $19.8M → $24.1M (+$4.26M)
10% more funds holding
Funds holding: 30 → 33 (+3)
3.74% less ownership
Funds ownership: 59.9% → 56.16% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.86M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.23M |
| 3 |
LPL Financial
San Diego,
California
|
+$299K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$296K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$288K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$235K |
| 2 |
JP Morgan Chase
New York
|
-$85.6K |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
-$55.4K |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$47.7K |
| 5 |
HA
Herold Advisors
New York
|
-$47.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $7.86K | – | – | – |
|
|
CFD
27
Creative Financial Designs
Kokomo,
Indiana
| $3.05K | -$474 | -10 | -14% |
|
|
RFG
28
REAP Financial Group
Austin,
Texas
| $2.34K | +$2.32K | +49 | New |
|
|
AWM
29
AE Wealth Management
Topeka,
Kansas
| $1.14K | – | – | – |
|
|
CA
30
CoreCap Advisors
Southfield,
Michigan
| $524 | – | – | – |
|
|
LFG
31
Larson Financial Group
St Louis,
Missouri
| $174 | – | – | – |
|
|
SWIM
32
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| $69 | +$47 | +1 | New |
|
33
Fidelity Investments
Boston,
Massachusetts
| $48 | +$47 | +1 | New |
|
|
FFA
34
Farther Finance Advisors
San Francisco,
California
| – | -$47.7K | -1,010 | Closed |
|
|
VHAM
35
Van Hulzen Asset Management
El Dorado Hills,
California
| – | -$25.3K | -535 | Closed |
|
SHAG Hedge Fund Activity: Q1 2025 in Review
33 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q1 2025, worth a combined $24.1M — up 22% from $19.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SHAG positions and 2 closed out — a net gain of 3 holders — while 14 added to existing stakes and 7 trimmed.
The largest buyer was Jane Street, adding an estimated $1.86M. The largest seller was Bank of America, cutting an estimated $235K.
- 33 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q1 2025, up from 30 in Q4 2024.
- Funds reported $24.1M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q1 2025, up 22% quarter-over-quarter.
- 5 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q1 2025 and 2 closed out, a net change of +3 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q1 2025 was Jane Street, an estimated $1.86M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q1 2025 was Bank of America, an estimated $235K sold.
Based on aggregated 13F filings for Q1 2025.