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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG

Overview Fund Activity

40 hedge funds and large institutions have $91.8M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
10
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Trilogy Capital
California
$61.9M
2
SAM
2
Smartleaf Asset Management
Massachusetts
$2.69M
3
LPL Financial
3
LPL Financial
California
$6.58M
4
MW
4
Maia Wealth
Colorado
$266K
5
Morgan Stanley
5
Morgan Stanley
New York
$448K

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.12M
2
HAG
2
HF Advisory Group
Maryland
$659K
3
Bank of America
3
Bank of America
North Carolina
$1.58M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
PMG
5
ProVise Management Group
Florida
$3.04M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
1
Trilogy Capital
California
$61.9M 1,308,114 +89,727 +7%
LPL Financial
2
LPL Financial
California
$6.58M 138,911 +46,540 +50%
PAG
3
Private Advisor Group
New Jersey
$4.18M 88,222 +4,229 +5%
PMG
4
ProVise Management Group
Florida
$3.04M 64,135 -4,922 -7%
SAM
5
Smartleaf Asset Management
Massachusetts
$2.69M 56,834 +56,834 New
KAS
6
Kestra Advisory Services
Texas
$1.86M 39,374 -2,050 -5%
Bank of America
7
Bank of America
North Carolina
$1.58M 33,302 -16,580 -33%
PCIA
8
Prime Capital Investment Advisors
Kansas
$1.26M 26,651 – –
Jane Street
9
Jane Street
New York
$1.12M 23,585 -56,876 -71%
RJA
10
Raymond James & Associates
Florida
$745K 15,743 -52 -0.3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$673K 14,225 – –
HAG
12
HF Advisory Group
Maryland
$659K 13,918 -23,850 -63%
Wells Fargo
13
Wells Fargo
California
$618K 13,065 -25 -0.2%
IA
14
Insight Advisors
Pennsylvania
$528K 11,164 +12 +0.1%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$507K 10,707 -3,606 -25%
WAS
16
Winch Advisory Services
Wisconsin
$496K 10,469 +484 +5%
HA
17
Herold Advisors
New York
$463K 9,775 +3 +0%
Morgan Stanley
18
Morgan Stanley
New York
$448K 9,464 +5,011 +113%
CA
19
Claro Advisors
Massachusetts
$319K 6,746 -122 -2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$314K 6,625 +2,498 +61%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$300K 6,337 -45 -0.7%
WB
22
Webster Bank
Connecticut
$294K 6,209 -124 -2%
MW
23
Maia Wealth
Colorado
$266K 5,626 +5,626 New
NS
24
NBC Securities
Alabama
$235K 4,982 +3,034 +156%
CA
25
Cetera Advisors
Colorado
$223K 4,706 -353 -7%
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