WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
26 hedge funds and large institutions have $37.8M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 8 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less funds holding
Funds holding: 28 → 26 (-2)
9% less capital invested
Capital invested by funds: $41.6M → $37.8M (-$3.8M)
16.63% less ownership
Funds ownership: 110.13% → 93.49% (-17%)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$3.26M |
| 2 |
Jane Street
New York
|
+$2.12M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.78M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$689K |
| 5 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$387K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$7.63M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$1.95M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.26M |
| 4 |
EFS
Econ Financial Services
Harrisburg,
Pennsylvania
|
-$961K |
| 5 |
LPL Financial
San Diego,
California
|
-$910K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
BlackRock
New York
| $3K | – | – | – |
|
|
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| – | -$7.63M | -322,724 | Closed |
|
|
TC
28
Trilogy Capital
Irvine,
California
| – | -$1.95M | -82,562 | Closed |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$1.26M | -53,368 | Closed |
|
|
EFS
30
Econ Financial Services
Harrisburg,
Pennsylvania
| – | -$961K | -40,680 | Closed |
|
|
31
LPL Financial
San Diego,
California
| – | -$910K | -38,496 | Closed |
|
|
SPC
32
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$369K | -15,610 | Closed |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| – | -$11K | -468 | Closed |
|
AGZD Hedge Fund Activity: Q1 2019 in Review
26 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q1 2019, worth a combined $37.8M — down 9.1% from $41.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of AGZD and 6 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 12 added.
The largest buyer was Almanack Investment Partners, adding an estimated $3.26M. The largest seller was CLA (CliftonLarsonAllen) Wealth Advisors, exiting entirely with an estimated $7.63M sold.
- 26 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q1 2019, down from 28 in Q4 2018.
- Funds reported $37.8M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q1 2019, down 9.1% quarter-over-quarter.
- 6 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q1 2019 and 8 closed out, a net change of -2 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q1 2019 was Almanack Investment Partners, an estimated $3.26M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q1 2019 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $7.63M sold.
Based on aggregated 13F filings for Q1 2019.