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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG

Overview Fund Activity

20 hedge funds and large institutions have $23M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
5
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$6.61M
2
OIA
OneDigital Investment Advisors
Kansas
+$1.11M
3
IDA
Intelligence Driven Advisers
California
+$641K
4
AWM
AE Wealth Management
Kansas
+$575K
5
Citadel Advisors
Citadel Advisors
Florida
+$548K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.1M
2
CFGS
Concourse Financial Group Securities
Alabama
-$1.2M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$328K
4
AW
ACG Wealth
Georgia
-$25.6K
5
OCM
One Capital Management
California
-$11.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
IDA
1
Intelligence Driven Advisers
California
$11.1M +$641K +12,901 +6%
Jane Street
2
Jane Street
New York
$6.61M +$6.61M +132,968 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.19M -$10.1M -204,229 -90%
OIA
4
OneDigital Investment Advisors
Kansas
$1.11M +$1.11M +22,323 New
AWM
5
AE Wealth Management
Kansas
$575K +$575K +11,572 New
Citadel Advisors
6
Citadel Advisors
Florida
$548K +$548K +11,037 New
SS
7
Simplicity Solutions
Minnesota
$357K +$357K +7,192 New
IFWM
8
Institute for Wealth Management
Colorado
$294K -$645 -13 -0.2%
EFS
9
Econ Financial Services
Pennsylvania
$272K +$14.2K +286 +6%
OCM
10
One Capital Management
California
$254K -$11.1K -224 -4%
AW
11
ACG Wealth
Georgia
$227K -$25.6K -517 -10%
Bank of America
12
Bank of America
North Carolina
$144K +$498 +10 +0.3%
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$133K +$55.1K +1,113 +71%
WAS
14
Winch Advisory Services
Wisconsin
$61K +$12.4K +249 +25%
Morgan Stanley
15
Morgan Stanley
New York
$43K – – –
Wells Fargo
16
Wells Fargo
California
$35K +$35K +711 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$25K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$20K – – –
AG
19
Advisor Group
Arizona
$11K +$11K +230 New
CFGS
20
Concourse Financial Group Securities
Alabama
– -$1.2M -24,538 Closed
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
– -$328K -6,710 Closed
RCAG
22
Rehmann Capital Advisory Group
Michigan
– -$5.86K -120 Closed