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WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG

Overview Fund Activity

36 hedge funds and large institutions have $27.8M invested in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
16
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$1.34M
2
Bank of America
2
Bank of America
North Carolina
$3.56M
3
LPL Financial
3
LPL Financial
California
$6.2M
4
PAG
4
Private Advisor Group
New Jersey
$1.89M
5
Morgan Stanley
5
Morgan Stanley
New York
$445K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$0
2
KAS
2
Kestra Advisory Services
Texas
$1.56M
3
Citadel Advisors
3
Citadel Advisors
Florida
$952K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$465K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$328K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$6.2M 129,180 +5,686 +5%
Jane Street
2
Jane Street
New York
$4.62M 96,203 +858 +0.9%
Bank of America
3
Bank of America
North Carolina
$3.56M 74,214 +8,751 +13%
PAG
4
Private Advisor Group
New Jersey
$1.89M 39,412 +4,537 +13%
KAS
5
Kestra Advisory Services
Texas
$1.56M 32,587 -13,304 -29%
FTUS
6
Flow Traders U.S.
New York
$1.34M 27,869 +23,104 +485%
PCIA
7
Prime Capital Investment Advisors
Kansas
$990K 20,634 -622 -3%
Citadel Advisors
8
Citadel Advisors
Florida
$952K 19,846 -12,773 -39%
HAG
9
HF Advisory Group
Maryland
$874K 18,208 +736 +4%
IA
10
Insight Advisors
Pennsylvania
$595K 12,401 +973 +9%
WAS
11
Winch Advisory Services
Wisconsin
$482K 10,050 -308 -3%
WB
12
Webster Bank
Connecticut
$468K 9,759 +522 +6%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$465K 9,691 -5,631 -37%
Morgan Stanley
14
Morgan Stanley
New York
$445K 9,273 +3,470 +60%
NS
15
NBC Securities
Alabama
$439K 9,171 +1,582 +21%
SAM
16
Smartleaf Asset Management
Massachusetts
$417K 8,676 +195 +2%
HA
17
Herold Advisors
New York
$394K 8,222 -877 -10%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$328K 6,864 -5,470 -44%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$309K 6,440 -3 -0%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$308K 6,410 +18 +0.3%
TC
21
Trilogy Capital
California
$283K 5,894 -636 -10%
PMG
22
ProVise Management Group
Florida
$279K 5,819 -4,969 -46%
Wells Fargo
23
Wells Fargo
California
$180K 3,759 -1,040 -22%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$163K 3,390 -148 -4%
Osaic Holdings
25
Osaic Holdings
Arizona
$89.2K 1,859 +149 +9%
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