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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG

Overview Fund Activity

40 hedge funds and large institutions have $88.3M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
14
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trilogy Capital
California
$51.7M
2
KAS
Kestra Advisory Services
Texas
$2.01M
3
Citadel Advisors
Citadel Advisors
Florida
$2.32M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
$552K
5
Bank of New York Mellon
Bank of New York Mellon
New York
$298K

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.51M
2
Jane Street
Jane Street
New York
$5.78M
3
SFA
Sequoia Financial Advisors
Ohio
$293K
4
PCWA
Pacific Capital Wealth Advisors
California
$0
5
LPL Financial
LPL Financial
California
$4.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
1
Trilogy Capital
California
$51.7M +$50.4M +1,067,705 +3,884%
Jane Street
2
Jane Street
New York
$5.78M -$2.93M -62,136 -34%
PAG
3
Private Advisor Group
New Jersey
$4.83M +$142K +3,007 +3%
LPL Financial
4
LPL Financial
California
$4.15M -$564K -11,951 -12%
Bank of America
5
Bank of America
North Carolina
$3.41M -$309K -6,549 -8%
PMG
6
ProVise Management Group
Florida
$3.36M -$160K -3,388 -5%
Citadel Advisors
7
Citadel Advisors
Florida
$2.32M +$2.01M +42,597 +653%
KAS
8
Kestra Advisory Services
Texas
$2.01M +$2.01M +42,607 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2M -$259K -5,483 -11%
HAG
10
HF Advisory Group
Maryland
$1.59M +$235K +4,985 +17%
Wells Fargo
11
Wells Fargo
California
$1.51M -$4.05M -85,873 -73%
MA
12
Mutual Advisors
Nebraska
$861K -$98.8K -2,094 -10%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$552K +$300K +6,354 +119%
IA
14
Insight Advisors
Pennsylvania
$528K +$1.09K +23 +0.2%
WAS
15
Winch Advisory Services
Wisconsin
$414K +$23.4K +496 +6%
Osaic Holdings
16
Osaic Holdings
Arizona
$320K -$63.1K -1,337 -16%
HA
17
Herold Advisors
New York
$307K +$27K +573 +10%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$298K +$298K +6,319 New
WB
19
Webster Bank
Connecticut
$294K +$1.89K +40 +0.6%
CA
20
Claro Advisors
Massachusetts
$294K +$294K +6,226 New
SFA
21
Sequoia Financial Advisors
Ohio
$293K -$2.6M -55,139 -90%
OMC
22
Old Mission Capital
Illinois
$289K +$289K +6,132 New
CA
23
Cetera Advisors
Colorado
$288K +$425 +9 +0.1%
SFC
24
Strategic Financial Concepts
Texas
$258K +$258K +5,478 New
Morgan Stanley
25
Morgan Stanley
New York
$195K +$14.9K +316 +8%
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