SHAG icon

WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG

Overview Fund Activity

16 hedge funds and large institutions have $24.4M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
16
Holders Change
+7
Holders Change %
+77.78%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
3
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.2M
2
CFGS
Concourse Financial Group Securities
Alabama
+$1.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$328K
4
IFWM
Institute for Wealth Management
Colorado
+$290K
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
+$77K

Top Sellers

1
Jane Street
Jane Street
New York
-$3.25M
2
JWS
Juncture Wealth Strategies
Arizona
-$259K
3
OCM
One Capital Management
California
-$45.4K
4
AW
ACG Wealth
Georgia
-$36K
5
Bank of America
Bank of America
North Carolina
-$7.89K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11.1M +$10.2M +208,968 +1,091%
IDA
2
Intelligence Driven Advisers
California
$10.3M +$10.3M +210,039 New
CFGS
3
Concourse Financial Group Securities
Alabama
$1.2M +$1.2M +24,538 New
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$328K +$328K +6,710 New
IFWM
5
Institute for Wealth Management
Colorado
$290K +$290K +5,934 New
OCM
6
One Capital Management
California
$261K -$45.4K -929 -15%
EFS
7
Econ Financial Services
Pennsylvania
$253K +$253K +5,183 New
AW
8
ACG Wealth
Georgia
$249K -$36K -736 -13%
Bank of America
9
Bank of America
North Carolina
$141K -$7.89K -161 -5%
PFGIA
10
Patriot Financial Group Insurance Agency
Massachusetts
$77K +$77K +1,572 New
WAS
11
Winch Advisory Services
Wisconsin
$48K +$491 +10 +1%
Morgan Stanley
12
Morgan Stanley
New York
$42K – – –
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$25K +$2.62K +52 +12%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$20K +$20K +409 New
RCAG
15
Rehmann Capital Advisory Group
Michigan
$5.86K +$5.86K +120 New
Jane Street
16
Jane Street
New York
– -$3.25M -66,629 Closed
JWS
17
Juncture Wealth Strategies
Arizona
– -$259K -5,307 Closed