SHAG icon

WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund

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.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
10
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TC
1
Trilogy Capital
California
$56.4M +$2.62M +56,686 +5%
LPL Financial
2
LPL Financial
California
$4.28M +$140K +3,035 +3%
PAG
3
Private Advisor Group
New Jersey
$3.89M -$354K -7,646 -8%
Jane Street
4
Jane Street
New York
$3.72M +$3.31M +71,594 +807%
PMG
5
ProVise Management Group
Florida
$3.2M -$60.8K -1,313 -2%
Bank of America
6
Bank of America
North Carolina
$2.31M -$439K -9,486 -16%
KAS
7
Kestra Advisory Services
Texas
$1.92M -$22.7K -490 -1%
HAG
8
HF Advisory Group
Maryland
$1.74M +$30.7K +664 +2%
PCIA
9
Prime Capital Investment Advisors
Kansas
$1.23M -$542K -11,718 -31%
RJA
10
Raymond James & Associates
Florida
$731K +$731K +15,795 New
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$662K +$21.6K +467 +3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$658K -$547K -11,821 -45%
Wells Fargo
13
Wells Fargo
California
$606K -$1.08M -23,389 -64%
IA
14
Insight Advisors
Pennsylvania
$516K +$1.2K +26 +0.2%
Citadel Advisors
15
Citadel Advisors
Florida
$484K -$1.24M -26,691 -72%
WAS
16
Winch Advisory Services
Wisconsin
$462K +$60.3K +1,304 +15%
HA
17
Herold Advisors
New York
$452K -$92.9K -2,008 -17%
CA
18
Claro Advisors
Massachusetts
$318K -$2.73K -59 -0.9%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$295K +$1.3K +28 +0.4%
WB
20
Webster Bank
Connecticut
$293K
IWP
21
Invenio Wealth Partners
Florida
$262K -$80.1K -1,730 -23%
CA
22
Cetera Advisors
Colorado
$234K -$27.4K -592 -10%
SFC
23
Strategic Financial Concepts
Texas
$220K -$33.8K -731 -13%
Morgan Stanley
24
Morgan Stanley
New York
$206K +$9.54K +206 +5%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$191K +$191K +4,127 New