WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
2 hedge funds and large institutions have $4.78M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2017 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
127% more capital invested
Capital invested by funds: $2.11M → $4.78M (+$2.67M)
53.9% more ownership
Funds ownership: 42.18% → 96.08% (+54%)
0% more funds holding
Funds holding: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.06M |
| 2 |
WAS
Winch Advisory Services
Appleton,
Wisconsin
|
+$118K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$490K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $4.66M | +$3.06M | +61,335 | +189% |
|
|
WAS
2
Winch Advisory Services
Appleton,
Wisconsin
| $118K | +$118K | +2,365 | New |
|
|
SWP
3
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$490K | -9,800 | Closed |
|
SHAG Hedge Fund Activity: Q4 2017 in Review
2 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q4 2017, worth a combined $4.78M — up 127% from $2.11M a quarter earlier.
Fund positioning in SHAG was balanced in Q4 2017: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Jane Street, adding an estimated $3.06M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $490K sold.
- 2 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q4 2017, unchanged from Q3 2017.
- Funds reported $4.78M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q4 2017, up 127% quarter-over-quarter.
- 1 fund opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q4 2017 and 1 closed out, a net change of 0 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q4 2017 was Jane Street, an estimated $3.06M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q4 2017 was Stratos Wealth Partners, an estimated $490K sold.
Based on aggregated 13F filings for Q4 2017.