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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund

2 hedge funds and large institutions have $2.11M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2017 Q3 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

30.72% less ownership

Funds ownership: 72.9%42.18% (-31%)

33% less funds holding

Funds holding: 32 (-1)

42% less capital invested

Capital invested by funds: $3.65M → $2.11M (-$1.54M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
-1
Holders Change %
-33.33%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$1.62M -$1.54M -30,715 -49%
SWP
2
Stratos Wealth Partners
Ohio
$490K

SHAG Hedge Fund Activity: Q3 2017 in Review

2 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q3 2017, worth a combined $2.11M — down 42% from $3.65M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of SHAG and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 0 added.

The largest seller was Jane Street, cutting an estimated $1.54M.

  • 2 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q3 2017, down from 3 in Q2 2017.
  • Funds reported $2.11M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q3 2017, down 42% quarter-over-quarter.
  • 0 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q3 2017 and 1 closed out, a net change of -1 holder.
  • The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q3 2017 was Jane Street, an estimated $1.54M sold.

Based on aggregated 13F filings for Q3 2017.