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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG

Overview Fund Activity

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, 11 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
11
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.68M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.26M
3
RJA
3
Raymond James & Associates
Florida
$1.99M
4
FTUS
4
Flow Traders U.S.
New York
$1.07M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$566K

Top Sellers

1
TC
1
Trilogy Capital
California
$395K
2
PAG
2
Private Advisor Group
New Jersey
$1.59M
3
SAM
3
Smartleaf Asset Management
Massachusetts
$528K
4
LPL Financial
4
LPL Financial
California
$5.57M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$263K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$5.57M 118,255 -20,656 -15%
PMG
2
ProVise Management Group
Florida
$2.89M 61,354 -2,781 -4%
Jane Street
3
Jane Street
New York
$2.68M 56,881 +33,296 +141%
RJA
4
Raymond James & Associates
Florida
$1.99M 42,185 +26,442 +168%
KAS
5
Kestra Advisory Services
Texas
$1.65M 35,019 -4,355 -11%
PAG
6
Private Advisor Group
New Jersey
$1.59M 33,845 -54,377 -62%
Bank of America
7
Bank of America
North Carolina
$1.47M 31,165 -2,137 -6%
Citadel Advisors
8
Citadel Advisors
Florida
$1.26M 26,846 +26,846 New
PCIA
9
Prime Capital Investment Advisors
Kansas
$1.26M 26,651 – –
FTUS
10
Flow Traders U.S.
New York
$1.07M 22,669 +22,669 New
HAG
11
HF Advisory Group
Maryland
$715K 15,181 +1,263 +9%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$566K 12,000 +12,000 New
SAM
13
Smartleaf Asset Management
Massachusetts
$528K 11,213 -45,621 -80%
IA
14
Insight Advisors
Pennsylvania
$501K 10,635 -529 -5%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$489K 10,376 -331 -3%
Wells Fargo
16
Wells Fargo
California
$480K 10,198 -2,867 -22%
WAS
17
Winch Advisory Services
Wisconsin
$480K 10,184 -285 -3%
HA
18
Herold Advisors
New York
$438K 9,297 -478 -5%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$405K 8,595 +1,970 +30%
TC
20
Trilogy Capital
California
$395K 8,395 -1,299,719 -99%
NS
21
NBC Securities
Alabama
$357K 7,588 +2,606 +52%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$350K 7,424 +7,424 New
WB
23
Webster Bank
Connecticut
$344K 7,307 +1,098 +18%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$303K 6,441 +104 +2%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$263K 5,594 -8,631 -61%
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