WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
25 hedge funds and large institutions have $46.8M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 6 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
12% more capital invested
Capital invested by funds: $41.8M → $46.8M (+$4.91M)
5.1% more ownership
Funds ownership: 102.98% → 108.08% (+5.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 26 → 25 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$2.62M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2M |
| 3 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
+$969K |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$316K |
| 5 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$139K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.01M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$682K |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$635K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$482K |
| 5 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$164K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$682K | -28,472 | Closed |
|
|
MIAN
27
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$635K | -26,550 | Closed |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| – | -$15.9K | -662 | Closed |
|
|
GSWM
29
Golden State Wealth Management
Santa Ana,
California
| – | -$12K | -522 | Closed |
|
|
PFGIA
30
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$10K | -424 | Closed |
|
|
ASN
31
Advisory Services Network
Atlanta,
Georgia
| – | -$2K | -66 | Closed |
|
AGZD Hedge Fund Activity: Q4 2019 in Review
25 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q4 2019, worth a combined $46.8M — up 12% from $41.8M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of AGZD and 5 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 10 added.
The largest buyer was Ameritas Investment Company, opening a new position worth an estimated $2.62M. The largest seller was Jane Street, cutting an estimated $1.01M.
- 25 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q4 2019, down from 26 in Q3 2019.
- Funds reported $46.8M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q4 2019, up 12% quarter-over-quarter.
- 5 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q4 2019 and 6 closed out, a net change of -1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q4 2019 was Ameritas Investment Company, an estimated $2.62M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q4 2019 was Jane Street, an estimated $1.01M sold.
Based on aggregated 13F filings for Q4 2019.