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

• Market cap: $107M
• 1 day: 0.00%
• 5 days: 0.18%
• 1 month: -0.09%
• 3 months: 0.00%
• 6 months: -0.67%
• Year to date: -0.27%
• 1 year: 0.27%
• 5 years: -5.18%
• 10 years: -8.60%

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

3% less funds holding

Funds holding: 58 [Q4 2024] → 56 (-2) [Q1 2025]

6.77% less ownership

Funds ownership: 77.27% [Q4 2024] → 70.5% (-6.77%) [Q1 2025]

8% less capital invested

Capital invested by funds: $105M [Q4 2024] → $96.1M (-$8.9M) [Q1 2025]

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 0 (-1) [Q1 2025]