WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
43 hedge funds and large institutions have $104M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
19% more funds holding
Funds holding: 36 → 43 (+7)
18.89% more ownership
Funds ownership: 47.83% → 66.71% (+19%)
19% more capital invested
Capital invested by funds: $87.8M → $104M (+$16.6M)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$4.19M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.16M |
| 3 |
JFS
JD Financial Services
Carlisle,
Pennsylvania
|
+$1.98M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.84M |
| 5 |
Jane Street
New York
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$6.41M |
| 2 |
LPL Financial
San Diego,
California
|
-$6.24M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$4.48M |
| 4 |
KW
KWB Wealth
Redlands,
California
|
-$2.38M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.65M |
SHAG Hedge Fund Activity: Q4 2021 in Review
43 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q4 2021, worth a combined $104M — up 19% from $87.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SHAG positions and 3 closed out — a net gain of 8 holders — while 10 added to existing stakes and 14 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $4.19M. The largest seller was Wells Fargo, cutting an estimated $6.41M.
- 43 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q4 2021, up from 36 in Q3 2021.
- Funds reported $104M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q4 2021, up 19% quarter-over-quarter.
- 11 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q4 2021 and 3 closed out, a net change of +8 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q4 2021 was Citadel Advisors, an estimated $4.19M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q4 2021 was Wells Fargo, an estimated $6.41M sold.
Based on aggregated 13F filings for Q4 2021.