WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
6 hedge funds and large institutions have $4.65M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.
200% more funds holding
Funds holding: 2 → 6 (+4)
3% less capital invested
Capital invested by funds: $4.78M → $4.65M (-$127K)
82.56% less ownership
Funds ownership: 96.08% → 13.53% (-83%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
One Capital Management
Westlake Village,
California
|
+$290K |
| 2 |
Morgan Stanley
New York
|
+$42.7K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$20K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.63K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$354K |
| 2 |
WAS
Winch Advisory Services
Appleton,
Wisconsin
|
-$69.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $4.25M | -$354K | -7,188 | -8% |
|
|
OCM
2
One Capital Management
Westlake Village,
California
| $289K | +$290K | +5,886 | New |
|
|
WAS
3
Winch Advisory Services
Appleton,
Wisconsin
| $47K | -$69.4K | -1,407 | -59% |
|
|
4
Morgan Stanley
New York
| $43K | +$42.7K | +866 | New |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $20K | +$20K | +406 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $2K | +$1.63K | +33 | New |
|
SHAG Hedge Fund Activity: Q1 2018 in Review
6 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q1 2018, worth a combined $4.65M — down 2.7% from $4.78M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SHAG positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was One Capital Management, opening a new position worth an estimated $290K. The largest seller was Jane Street, cutting an estimated $354K.
- 6 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q1 2018, up from 2 in Q4 2017.
- Funds reported $4.65M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q1 2018, down 2.7% quarter-over-quarter.
- 4 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q1 2018 and 0 closed out, a net change of +4 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q1 2018 was One Capital Management, an estimated $290K added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q1 2018 was Jane Street, an estimated $354K sold.
Based on aggregated 13F filings for Q1 2018.