WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
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.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
7% more capital invested
Capital invested by funds: $85.9M → $91.8M (+$5.93M)
4% more ownership
Funds ownership: 88.36% → 92.36% (+4%)
3% more funds holding
Funds holding: 39 → 40 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
38% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$4.18M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.17M |
| 3 |
Morgan Stanley
New York
|
+$234K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$197K |
| 5 |
NS
NBC Securities
Birmingham,
Alabama
|
+$141K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.65M |
| 2 |
HAG
HF Advisory Group
Annapolis,
Maryland
|
-$1.11M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$773K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$484K |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$229K |
SHAG Hedge Fund Activity: Q4 2023 in Review
40 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q4 2023, worth a combined $91.8M — up 6.9% from $85.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SHAG positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 16 trimmed.
The largest buyer was Trilogy Capital, adding an estimated $4.18M. The largest seller was Jane Street, cutting an estimated $2.65M.
- 40 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q4 2023, up from 39 in Q3 2023.
- Funds reported $91.8M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q4 2023, up 6.9% quarter-over-quarter.
- 5 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q4 2023 and 4 closed out, a net change of +1 holder.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q4 2023 was Trilogy Capital, an estimated $4.18M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q4 2023 was Jane Street, an estimated $2.65M sold.
Based on aggregated 13F filings for Q4 2023.