WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
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.
360% more capital invested
Capital invested by funds: $5.3M → $24.4M (+$19.1M)
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
78% more funds holding
Funds holding: 9 → 16 (+7)
44.2% more ownership
Funds ownership: 18.08% → 62.29% (+44%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.2M |
| 2 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$1.19M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$326K |
| 4 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$289K |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$76.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.25M |
| 2 |
JWS
Juncture Wealth Strategies
Scottsdale,
Arizona
|
-$259K |
| 3 |
OCM
One Capital Management
Westlake Village,
California
|
-$45.2K |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$35.8K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$7.83K |
SHAG Hedge Fund Activity: Q4 2018 in Review
16 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q4 2018, worth a combined $24.4M — up 360% from $5.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SHAG positions and 2 closed out — a net gain of 7 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $10.2M. The largest seller was Jane Street, exiting entirely with an estimated $3.25M sold.
- 16 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q4 2018, up from 9 in Q3 2018.
- Funds reported $24.4M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q4 2018, up 360% quarter-over-quarter.
- 9 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q4 2018 and 2 closed out, a net change of +7 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q4 2018 was Envestnet Asset Management, an estimated $10.2M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q4 2018 was Jane Street, an estimated $3.25M sold.
Based on aggregated 13F filings for Q4 2018.