WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
SHAG
40 hedge funds and large institutions have $85M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
4% less capital invested
Capital invested by funds: $88.3M → $85M (-$3.32M)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
Holders
40
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.11M | |
| 2 | +$1.79M | |
| 3 | +$493K | |
| 4 |
HA
Herold Advisors
New York
|
+$246K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$213K |
Top Sellers
| 1 | -$5.3M | |
| 2 | -$861K | |
| 3 | -$763K | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$604K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$559K |