WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
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.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
25% more funds holding
Funds holding: 16 → 20 (+4)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $24.4M → $23M (-$1.37M)
54.14% less ownership
Funds ownership: 83.05% → 28.91% (-54%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$6.55M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.1M |
| 3 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
+$635K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$570K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$543K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.1M |
| 2 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$1.21M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$328K |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$25.5K |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
-$11K |
SHAG Hedge Fund Activity: Q1 2019 in Review
20 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q1 2019, worth a combined $23M — down 5.6% from $24.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SHAG positions and 3 closed out — a net gain of 4 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $6.55M. The largest seller was Envestnet Asset Management, cutting an estimated $10.1M.
- 20 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q1 2019, up from 16 in Q4 2018.
- Funds reported $23M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q1 2019, down 5.6% quarter-over-quarter.
- 7 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q1 2019 and 3 closed out, a net change of +4 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q1 2019 was Jane Street, an estimated $6.55M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q1 2019 was Envestnet Asset Management, an estimated $10.1M sold.
Based on aggregated 13F filings for Q1 2019.