WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD)

Market Cap: $158M

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2% more funds holding

Funds holding: 55 [Q1] → 56 (+1) [Q2]

3% more capital invested

Capital invested by funds: $130M [Q1] → $135M (+$4.45M) [Q2]

2.55% less ownership

Funds ownership: 78.44% [Q1] → 75.89% (-2.55%) [Q2]

23% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 22

50% less funds holding in top 10

Funds holding in top 10: 2 [Q1] → 1 (-1) [Q2]