WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
21 hedge funds and large institutions have $21M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 6 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
5% more funds holding
Funds holding: 20 → 21 (+1)
2.82% less ownership
Funds ownership: 28.91% → 26.09% (-2.8%)
9% less capital invested
Capital invested by funds: $23M → $21M (-$1.99M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$5.06M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.56M |
| 3 |
Goldman Sachs
New York
|
+$1.58M |
| 4 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$1.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$267K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.61M |
| 2 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$6.5M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$575K |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$357K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$253K |
SHAG Hedge Fund Activity: Q2 2019 in Review
21 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q2 2019, worth a combined $21M — down 8.7% from $23M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SHAG positions and 6 closed out — a net gain of 1 holder — while 11 added to existing stakes and 3 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $5.06M. The largest seller was Jane Street, exiting entirely with an estimated $6.61M sold.
- 21 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q2 2019, up from 20 in Q1 2019.
- Funds reported $21M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q2 2019, down 8.7% quarter-over-quarter.
- 7 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q2 2019 and 6 closed out, a net change of +1 holder.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q2 2019 was Citadel Advisors, an estimated $5.06M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q2 2019 was Jane Street, an estimated $6.61M sold.
Based on aggregated 13F filings for Q2 2019.