WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund
AGND
AGND was delisted on the 27th of May, 2020.
11 hedge funds and large institutions have $16.8M invested in WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 3 closing their positions.
2% less capital invested
Capital invested by funds: $17.3M → $16.8M (-$425K)
8% less funds holding
Funds holding: 12 → 11 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.41M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$845K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$813K |
| 4 |
WCM
Wealthcare Capital Management
Richmond,
Virginia
|
+$27.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.53M |
| 2 |
LPL Financial
San Diego,
California
|
-$793K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$667K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$252K |
| 5 |
UFA
US Financial Advisors
Braintree,
Massachusetts
|
-$52K |
AGND Hedge Fund Activity: Q1 2015 in Review
11 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund (AGND) for Q1 2015, worth a combined $16.8M — down 2.5% from $17.3M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of AGND and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 2 added.
The largest buyer was Jane Street, adding an estimated $1.41M. The largest seller was Ameriprise, exiting entirely with an estimated $1.53M sold.
- 11 institutional investors held WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund (AGND) as of Q1 2015, down from 12 in Q4 2014.
- Funds reported $16.8M of WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund stock for Q1 2015, down 2.5% quarter-over-quarter.
- 2 funds opened new WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund positions in Q1 2015 and 3 closed out, a net change of -1 holder.
- The largest WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund buyer in Q1 2015 was Jane Street, an estimated $1.41M added.
- The largest WisdomTree Trust WisdomTree Negative Duration U.S. Aggregate Bond Fund seller in Q1 2015 was Ameriprise, an estimated $1.53M sold.
Based on aggregated 13F filings for Q1 2015.