WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
SHAG
44 hedge funds and large institutions have $94.2M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
39% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 18
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
44
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$8.94M | |
| 2 | +$939K | |
| 3 | +$889K | |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$855K |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$790K |
Top Sellers
| 1 | -$6.16M | |
| 2 | -$3.99M | |
| 3 | -$1.31M | |
| 4 |
TF
Theory Financial
Fort Collins,
Colorado
|
-$1.27M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$1.25M |