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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

47 hedge funds and large institutions have $58.4M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0.25% more ownership

Funds ownership: 65.37% → 65.62% (+0.25%)

1% less capital invested

Capital invested by funds: $58.8M → $58.4M (-$365K)

2% less funds holding

Funds holding: 48 → 47 (-1)

45% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 22

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TC
Trilogy Capital
California
+$2.08M
2
Bank of America
Bank of America
North Carolina
+$1.17M
3
Citadel Advisors
Citadel Advisors
Florida
+$915K
4
AI
AXS Investments
New York
+$830K
5
UBS Group
UBS Group
Switzerland
+$689K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.32M
2
Goldman Sachs
Goldman Sachs
New York
-$829K
3
SPC
Sigma Planning Corp
Michigan
-$596K
4
MWM
Modern Wealth Management
Kansas
-$564K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$430K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Gilpin Wealth Management
Colorado
$371K -$27K -1,200 -7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$350K -$430K -19,075 -55%
KAS
28
Kestra Advisory Services
Texas
$325K +$143K +6,364 +79%
BLWM
29
Bucket List Wealth Management
Florida
$302K -$85.1K -3,779 -22%
IFA
30
Interactive Financial Advisors
Illinois
$292K -$14.8K -655 -5%
PAG
31
Private Advisor Group
New Jersey
$268K -$61.1K -2,710 -19%
FTUS
32
Flow Traders U.S.
New York
$257K -$195K -8,650 -43%
HighTower Advisors
33
HighTower Advisors
Illinois
$207K -$15.7K -697 -7%
JP Morgan Chase
34
JP Morgan Chase
New York
$115K -$23.9K -1,061 -17%
CTWM
35
Cherry Tree Wealth Management
Minnesota
$72.9K – – –
CIAS
36
Capital Investment Advisory Services
North Carolina
$51.9K – – –
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$45.6K +$45.6K +2,024 New
FRA
38
Front Row Advisors
California
$26.2K – – –
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$20.9K – – –
AWM
40
AE Wealth Management
Kansas
$20.9K -$969 -43 -4%
HI
41
Horizon Investments
North Carolina
$19.6K -$90 -4 -0.5%
DWM
42
Dogwood Wealth Management
Kansas
$18.6K – – –
LFG
43
Larson Financial Group
Missouri
$5.54K +$45 +2 +0.8%
GSWM
44
Golden State Wealth Management
California
$3.74K – – –
Wells Fargo
45
Wells Fargo
California
$32 – – –
Morgan Stanley
46
Morgan Stanley
New York
$28 – – –
Fidelity Investments
47
Fidelity Investments
Massachusetts
$23 -$315 -14 -93%
Goldman Sachs
48
Goldman Sachs
New York
– -$829K -36,881 Closed
PAS
49
Park Avenue Securities
New York
– -$268K -11,927 Closed
CIA
50
Cape Investment Advisory
Georgia
– -$945 -42 Closed
1
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AGZD Hedge Fund Activity: Q1 2026 in Review

47 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q1 2026, worth a combined $58.4M — down 0.62% from $58.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AGZD positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 22 trimmed.

The largest buyer was Trilogy Capital, adding an estimated $2.08M. The largest seller was Envestnet Asset Management, cutting an estimated $5.32M.

  • 47 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q1 2026, down from 48 in Q4 2025.
  • Funds reported $58.4M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q1 2026, down 0.62% quarter-over-quarter.
  • 4 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q1 2026 and 3 closed out, a net change of +1 holder.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q1 2026 was Trilogy Capital, an estimated $2.08M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q1 2026 was Envestnet Asset Management, an estimated $5.32M sold.

Based on aggregated 13F filings for Q1 2026.