WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
9 hedge funds and large institutions have $5.3M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 0 closing their positions.
142% more capital invested
Capital invested by funds: $2.19M → $5.3M (+$3.11M)
80% more funds holding
Funds holding: 5 → 9 (+4)
12.5% more ownership
Funds ownership: 5.58% → 18.08% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.42M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$936K |
| 3 |
OCM
One Capital Management
Westlake Village,
California
|
+$306K |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$285K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$149K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $3.25M | +$1.42M | +29,017 | +77% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $935K | +$936K | +19,152 | New |
|
|
OCM
3
One Capital Management
Westlake Village,
California
| $306K | +$306K | +6,266 | New |
|
|
AW
4
ACG Wealth
Atlanta,
Georgia
| $285K | +$285K | +5,832 | New |
|
|
JWS
5
Juncture Wealth Strategies
Scottsdale,
Arizona
| $259K | +$23.4K | +478 | +10% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $149K | +$149K | +3,040 | New |
|
|
WAS
7
Winch Advisory Services
Appleton,
Wisconsin
| $47K | +$196 | +4 | +0.4% |
|
8
Morgan Stanley
New York
| $42K | – | – | – |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $22K | +$1.91K | +39 | +10% |
|
SHAG Hedge Fund Activity: Q3 2018 in Review
9 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q3 2018, worth a combined $5.3M — up 142% from $2.19M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SHAG positions and 0 closed out — a net gain of 4 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Jane Street, adding an estimated $1.42M.
- 9 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q3 2018, up from 5 in Q2 2018.
- Funds reported $5.3M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q3 2018, up 142% quarter-over-quarter.
- 4 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q3 2018 and 0 closed out, a net change of +4 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q3 2018 was Jane Street, an estimated $1.42M added.
Based on aggregated 13F filings for Q3 2018.