WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
28 hedge funds and large institutions have $41.6M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
63% more capital invested
Capital invested by funds: $25.6M → $41.6M (+$16M)
33% more funds holding
Funds holding: 21 → 28 (+7)
21.21% more ownership
Funds ownership: 88.92% → 110.13% (+21%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$6.9M |
| 2 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$4.2M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
+$1.97M |
| 4 |
Jane Street
New York
|
+$1.94M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.1M |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$440K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$235K |
| 4 |
HA
Harborview Advisors
Portland,
Maine
|
-$203K |
| 5 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$54.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
BlackRock
New York
| $3K | -$1.19K | -50 | -31% |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $1K | -$34.1K | -1,430 | -97% |
|
|
AA
28
Ancora Advisors
Cleveland,
Ohio
| – | -$12K | -500 | Closed |
|
29
Fidelity Investments
Boston,
Massachusetts
| – | +$48 | +2 | New |
|
AGZD Hedge Fund Activity: Q4 2018 in Review
28 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q4 2018, worth a combined $41.6M — up 63% from $25.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AGZD positions and 1 closed out — a net gain of 7 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, adding an estimated $6.9M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $1.1M.
- 28 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q4 2018, up from 21 in Q3 2018.
- Funds reported $41.6M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q4 2018, up 63% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q4 2018 and 1 closed out, a net change of +7 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q4 2018 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $6.9M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q4 2018 was Ladenburg Thalmann Financial Services, an estimated $1.1M sold.
Based on aggregated 13F filings for Q4 2018.