WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
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.
1.5% more ownership
Funds ownership: 85.08% → 86.57% (+1.5%)
0% more funds holding
Funds holding: 40 → 40 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$3.13M |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$1.81M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$498K |
| 4 |
HA
Herold Advisors
New York
|
+$248K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$215K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.35M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$861K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$770K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$609K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$564K |
SHAG Hedge Fund Activity: Q2 2023 in Review
40 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q2 2023, worth a combined $85M — down 3.8% from $88.3M a quarter earlier.
Fund positioning in SHAG was balanced in Q2 2023: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 15 trimmed.
The largest buyer was Trilogy Capital, adding an estimated $3.13M. The largest seller was Jane Street, cutting an estimated $5.35M.
- 40 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $85M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q2 2023, down 3.8% quarter-over-quarter.
- 6 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q2 2023 and 6 closed out, a net change of 0 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q2 2023 was Trilogy Capital, an estimated $3.13M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q2 2023 was Jane Street, an estimated $5.35M sold.
Based on aggregated 13F filings for Q2 2023.