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

• Market cap: $94.7M
• 1 day: -0.62%
• 5 days: -0.45%
• 1 month: -0.36%
• 3 months: 0.68%
• 6 months: -0.71%
• Year to date: -0.45%
• 1 year: -0.31%
• 5 years: -5.27%
• 10 years: -6.78%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

11.42% less ownership

Funds ownership: 70.5% [Q1] → 59.08% (-11.42%) [Q2]

13% less funds holding

Funds holding: 56 [Q1] → 49 (-7) [Q2]

32% less capital invested

Capital invested by funds: $96.1M [Q1] → $65.7M (-$30.4M) [Q2]

41% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 22

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10