WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
34 hedge funds and large institutions have $49.1M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 10 closing their positions.
11.16% less ownership
Funds ownership: 67.05% → 55.89% (-11%)
19% less funds holding
Funds holding: 42 → 34 (-8)
27% less capital invested
Capital invested by funds: $67M → $49.1M (-$17.9M)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
70% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$328K |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$247K |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$243K |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
+$135K |
| 5 |
Rockefeller Capital Management
New York
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$7.97M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.98M |
| 3 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$1.74M |
| 4 |
Jane Street
New York
|
-$1.7M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$1.4M |
SHAG Hedge Fund Activity: Q3 2022 in Review
34 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q3 2022, worth a combined $49.1M — down 27% from $67M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of SHAG and 3 opened new positions — a net loss of 7 holders — while 14 trimmed existing stakes and 9 added.
The largest buyer was Savant Capital, adding an estimated $328K. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $7.97M sold.
- 34 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q3 2022, down from 42 in Q2 2022.
- Funds reported $49.1M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q3 2022, down 27% quarter-over-quarter.
- 3 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q3 2022 and 10 closed out, a net change of -7 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q3 2022 was Savant Capital, an estimated $328K added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q3 2022 was Cetera Advisor Networks, an estimated $7.97M sold.
Based on aggregated 13F filings for Q3 2022.