WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
38 hedge funds and large institutions have $29.2M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 3 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
0.95% more ownership
Funds ownership: 76.7% → 77.64% (+0.95%)
1% more capital invested
Capital invested by funds: $28.9M → $29.2M (+$267K)
5% less funds holding
Funds holding: 40 → 38 (-2)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.61M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$510K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$456K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$271K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$2.37M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$840K |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$266K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$253K |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$253K |
SHAG Hedge Fund Activity: Q2 2024 in Review
38 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) for Q2 2024, worth a combined $29.2M — up 0.93% from $28.9M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SHAG and 2 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 19 added.
The largest buyer was Jane Street, adding an estimated $1.8M. The largest seller was ProVise Management Group, cutting an estimated $2.37M.
- 38 institutional investors held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) as of Q2 2024, down from 40 in Q1 2024.
- Funds reported $29.2M of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund stock for Q2 2024, up 0.93% quarter-over-quarter.
- 2 funds opened new WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund positions in Q2 2024 and 3 closed out, a net change of -1 holder.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund buyer in Q2 2024 was Jane Street, an estimated $1.8M added.
- The largest WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund seller in Q2 2024 was ProVise Management Group, an estimated $2.37M sold.
Based on aggregated 13F filings for Q2 2024.