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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG

Overview Fund Activity

40 hedge funds and large institutions have $41.6M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
11
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$8.62M
2
HAG
2
HF Advisory Group
Maryland
$1.34M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$379K
4
Citadel Advisors
4
Citadel Advisors
Florida
$305K
5
HA
5
Herold Advisors
New York
$277K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.5M
2
SC
2
Savant Capital
Illinois
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.24M
4
SFA
4
Sequoia Financial Advisors
Ohio
$2.86M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$8.62M 184,670 +94,369 +105%
Wells Fargo
2
Wells Fargo
California
$5.5M 117,787 -96,210 -45%
LPL Financial
3
LPL Financial
California
$4.67M 100,034 -6,538 -6%
Bank of America
4
Bank of America
North Carolina
$3.68M 78,867 +5,166 +7%
PMG
5
ProVise Management Group
Florida
$3.48M 74,658 -4,079 -5%
SFA
6
Sequoia Financial Advisors
Ohio
$2.86M 61,361 -23,487 -28%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.24M 47,895 -35,515 -43%
PAG
8
Private Advisor Group
New Jersey
$1.71M 99,473 +1,253 +1%
HAG
9
HF Advisory Group
Maryland
$1.34M 28,714 +28,714 New
TC
10
Trilogy Capital
California
$1.28M 27,492 -948 -3%
PCWA
11
Pacific Capital Wealth Advisors
California
$1.07M 22,942 -13,756 -37%
MA
12
Mutual Advisors
Nebraska
$950K 20,352 -9,629 -32%
IA
13
Insight Advisors
Pennsylvania
$522K 11,172 -254 -2%
MCC
14
Money Concepts Capital
Florida
$426K 9,133 -389 -4%
WAS
15
Winch Advisory Services
Wisconsin
$387K 8,289 +565 +7%
Osaic Holdings
16
Osaic Holdings
Arizona
$379K 8,127 +7,210 +786%
Citadel Advisors
17
Citadel Advisors
Florida
$305K 6,526 +6,526 New
WB
18
Webster Bank
Connecticut
$289K 6,187 -215 -3%
CA
19
Cetera Advisors
Colorado
$284K 6,093 +8 +0.1%
HA
20
Herold Advisors
New York
$277K 5,933 +5,933 New
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$249K 5,344 +218 +4%
OIA
22
OneDigital Investment Advisors
Kansas
$246K 5,278 -241 -4%
AC
23
Apella Capital
Connecticut
$244K 5,239 +5,239 New
Morgan Stanley
24
Morgan Stanley
New York
$178K 3,813 -151 -4%
UBS Group
25
UBS Group
Switzerland
$108K 2,307 +1,813 +367%
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