WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
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.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
18% more funds holding
Funds holding: 34 → 40 (+6)
12.27% more ownership
Funds ownership: 55.89% → 68.16% (+12%)
15% less capital invested
Capital invested by funds: $49.1M → $41.6M (-$7.52M)
27% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.38M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$335K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$303K |
| 4 |
HA
Herold Advisors
New York
|
+$276K |
| 5 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$243K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.47M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
-$2.07M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.65M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$1.09M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$838K |
SHAG Hedge Fund Activity: Q4 2022 in Review
40 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q4 2022, worth a combined $41.6M — down 15% from $49.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SHAG positions and 4 closed out — a net gain of 6 holders — while 11 added to existing stakes and 15 trimmed.
The largest buyer was Jane Street, adding an estimated $4.38M. The largest seller was Wells Fargo, cutting an estimated $4.47M.
- 40 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q4 2022, up from 34 in Q3 2022.
- Funds reported $41.6M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q4 2022, down 15% quarter-over-quarter.
- 10 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q4 2022 and 4 closed out, a net change of +6 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q4 2022 was Jane Street, an estimated $4.38M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q4 2022 was Wells Fargo, an estimated $4.47M sold.
Based on aggregated 13F filings for Q4 2022.