WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
39 hedge funds and large institutions have $85.9M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 7 closing their positions.
1.78% more ownership
Funds ownership: 86.57% → 88.36% (+1.8%)
1% more capital invested
Capital invested by funds: $85M → $85.9M (+$905K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 40 → 39 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
38% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.33M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
+$2.64M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$735K |
| 4 |
JP Morgan Chase
New York
|
+$192K |
| 5 |
LPL Financial
San Diego,
California
|
+$141K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.24M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.09M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$550K |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$546K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$493K |
SHAG Hedge Fund Activity: Q3 2023 in Review
39 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q3 2023, worth a combined $85.9M — up 1.1% from $85M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of SHAG and 6 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 10 added.
The largest buyer was Jane Street, adding an estimated $3.33M. The largest seller was Citadel Advisors, cutting an estimated $1.24M.
- 39 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q3 2023, down from 40 in Q2 2023.
- Funds reported $85.9M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q3 2023, up 1.1% quarter-over-quarter.
- 6 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q3 2023 and 7 closed out, a net change of -1 holder.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q3 2023 was Jane Street, an estimated $3.33M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q3 2023 was Citadel Advisors, an estimated $1.24M sold.
Based on aggregated 13F filings for Q3 2023.