WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
42 hedge funds and large institutions have $67M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 9 closing their positions.
5% less funds holding
Funds holding: 44 → 42 (-2)
7.57% less ownership
Funds ownership: 74.62% → 67.05% (-7.6%)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
29% less capital invested
Capital invested by funds: $94.2M → $67M (-$27.2M)
39% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 18
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.42M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.07M |
| 3 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
+$723K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$469K |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
+$418K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Theory Financial
Fort Collins,
Colorado
|
-$11.9M |
| 2 |
KW
KWB Wealth
Redlands,
California
|
-$4.19M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$3.35M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.41M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.03M |
SHAG Hedge Fund Activity: Q2 2022 in Review
42 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q2 2022, worth a combined $67M — down 29% from $94.2M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of SHAG and 7 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 11 added.
The largest buyer was Jane Street, adding an estimated $2.42M. The largest seller was Theory Financial, cutting an estimated $11.9M.
- 42 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q2 2022, down from 44 in Q1 2022.
- Funds reported $67M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q2 2022, down 29% quarter-over-quarter.
- 7 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q2 2022 and 9 closed out, a net change of -2 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q2 2022 was Jane Street, an estimated $2.42M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q2 2022 was Theory Financial, an estimated $11.9M sold.
Based on aggregated 13F filings for Q2 2022.