WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
40 hedge funds and large institutions have $28.9M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
0% more funds holding
Funds holding: 40 → 40 (0)
15.44% less ownership
Funds ownership: 92.13% → 76.7% (-15%)
20% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 15
68% less capital invested
Capital invested by funds: $91.6M → $28.9M (-$62.7M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.57M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.27M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.25M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.07M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$566K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
-$61.3M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.57M |
| 3 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
-$2.15M |
| 4 |
LPL Financial
San Diego,
California
|
-$975K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$407K |
SHAG Hedge Fund Activity: Q1 2024 in Review
40 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q1 2024, worth a combined $28.9M — down 68% from $91.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SHAG positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 15 trimmed.
The largest buyer was Jane Street, adding an estimated $1.57M. The largest seller was Trilogy Capital, cutting an estimated $61.3M.
- 40 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $28.9M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q1 2024, down 68% quarter-over-quarter.
- 5 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q1 2024 and 3 closed out, a net change of +2 holders.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q1 2024 was Jane Street, an estimated $1.57M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q1 2024 was Trilogy Capital, an estimated $61.3M sold.
Based on aggregated 13F filings for Q1 2024.