WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
28 hedge funds and large institutions have $33.5M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
10.97% more ownership
Funds ownership: 93.49% → 104.47% (+11%)
8% more funds holding
Funds holding: 26 → 28 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11% less capital invested
Capital invested by funds: $37.8M → $33.5M (-$4.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.17M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.48M |
| 4 |
Jane Street
New York
|
+$1.11M |
| 5 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
+$666K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$3.58M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$640K |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$361K |
| 4 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$203K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$111K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UWM
26
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $8.78K | +$666K | +27,898 | +8% |
|
27
BlackRock
New York
| $3K | – | – | – |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| $2K | +$1.57K | +66 | New |
|
|
SS
29
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$361K | -15,104 | Closed |
|
|
WP
30
WealthSource Partners
San Luis Obispo,
California
| – | -$203K | -8,484 | Closed |
|
AGZD Hedge Fund Activity: Q2 2019 in Review
28 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q2 2019, worth a combined $33.5M — down 11% from $37.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AGZD positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.3M. The largest seller was Almanack Investment Partners, cutting an estimated $3.58M.
- 28 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q2 2019, up from 26 in Q1 2019.
- Funds reported $33.5M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q2 2019, down 11% quarter-over-quarter.
- 5 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q2 2019 and 2 closed out, a net change of +3 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q2 2019 was Susquehanna International Group, an estimated $2.3M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q2 2019 was Almanack Investment Partners, an estimated $3.58M sold.
Based on aggregated 13F filings for Q2 2019.