WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
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.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
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
Holders
39
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.31M | |
| 2 | +$2.62M | |
| 3 | +$731K | |
| 4 |
JPMorgan Chase & Co
New York
|
+$191K |
| 5 |
LPL Financial
San Diego,
California
|
+$140K |
Top Sellers
| 1 | -$1.24M | |
| 2 | -$1.08M | |
| 3 | -$547K | |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$542K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$493K |