WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
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.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $71.4M → $68.3M (-$3.15M)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
8.48% less ownership
Funds ownership: 47.87% → 39.39% (-8.5%)
11% less funds holding
Funds holding: 37 → 33 (-4)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.61M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.39M |
| 3 |
KW
KWB Wealth
Redlands,
California
|
+$1.23M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$760K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$592K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$5.12M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.22M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.19M |
| 4 |
T
TRUADVICE
Sarasota,
Florida
|
-$897K |
| 5 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$412K |
SHAG Hedge Fund Activity: Q1 2021 in Review
33 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q1 2021, worth a combined $68.3M — down 4.4% from $71.4M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of SHAG and 4 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 11 added.
The largest buyer was Wells Fargo, adding an estimated $2.61M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $5.12M sold.
- 33 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q1 2021, down from 37 in Q4 2020.
- Funds reported $68.3M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q1 2021, down 4.4% quarter-over-quarter.
- 4 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q1 2021 and 8 closed out, a net change of -4 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q1 2021 was Wells Fargo, an estimated $2.61M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q1 2021 was Kestra Advisory Services, an estimated $5.12M sold.
Based on aggregated 13F filings for Q1 2021.