WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
SHAG
33 hedge funds and large institutions have $68.3M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
11% less funds holding
Funds holding: 37 → 33 (-4)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Holders
33
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$2.6M | |
| 2 | +$1.38M | |
| 3 | +$1.22M | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$756K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$589K |
Top Sellers
| 1 | -$5.12M | |
| 2 | -$1.21M | |
| 3 | -$1.19M | |
| 4 |
T
TRUADVICE
Sarasota,
Florida
|
-$897K |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$412K |