WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
5 hedge funds and large institutions have $2.19M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
7.94% less ownership
Funds ownership: 13.53% → 5.58% (-7.9%)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
53% less capital invested
Capital invested by funds: $4.65M → $2.19M (-$2.47M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWS
Juncture Wealth Strategies
Scottsdale,
Arizona
|
+$236K |
| 2 |
WAS
Winch Advisory Services
Appleton,
Wisconsin
|
+$293 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.39M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
-$289K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.84M | -$2.39M | -48,918 | -57% |
|
|
JWS
2
Juncture Wealth Strategies
Scottsdale,
Arizona
| $236K | +$236K | +4,829 | New |
|
|
WAS
3
Winch Advisory Services
Appleton,
Wisconsin
| $47K | +$293 | +6 | +0.6% |
|
4
Morgan Stanley
New York
| $42K | – | – | – |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $20K | – | – | – |
|
|
OCM
6
One Capital Management
Westlake Village,
California
| – | -$289K | -5,886 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$2K | -33 | Closed |
|
SHAG Hedge Fund Activity: Q2 2018 in Review
5 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q2 2018, worth a combined $2.19M — down 53% from $4.65M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SHAG and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Juncture Wealth Strategies, opening a new position worth an estimated $236K. The largest seller was Jane Street, cutting an estimated $2.39M.
- 5 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q2 2018, down from 6 in Q1 2018.
- Funds reported $2.19M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q2 2018, down 53% quarter-over-quarter.
- 1 fund opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q2 2018 and 2 closed out, a net change of -1 holder.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q2 2018 was Juncture Wealth Strategies, an estimated $236K added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q2 2018 was Jane Street, an estimated $2.39M sold.
Based on aggregated 13F filings for Q2 2018.