WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
24 hedge funds and large institutions have $53.1M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 5 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
37.45% more ownership
Funds ownership: 108.08% → 145.53% (+37%)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
14% more capital invested
Capital invested by funds: $46.8M → $53.1M (+$6.38M)
4% less funds holding
Funds holding: 25 → 24 (-1)
58% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$12.8M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$335K |
| 3 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$68.9K |
| 4 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$15.3K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.38K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$3.49M |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$2.62M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.42M |
| 4 |
Jane Street
New York
|
-$645K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$549K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| – | -$645K | -26,844 | Closed |
|
|
IFWM
27
Institute for Wealth Management
Denver,
Colorado
| – | -$139K | -5,800 | Closed |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| – | -$1K | -38 | Closed |
|
29
BlackRock
New York
| – | -$1K | -26 | Closed |
|
30
Wells Fargo
San Francisco,
California
| – | +$47 | +2 | New |
|
AGZD Hedge Fund Activity: Q1 2020 in Review
24 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q1 2020, worth a combined $53.1M — up 14% from $46.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AGZD positions and 5 closed out — a net gain of 1 holder — while 5 added to existing stakes and 12 trimmed.
The largest buyer was Trilogy Capital, opening a new position worth an estimated $12.8M. The largest seller was USAdvisors Wealth Management, cutting an estimated $3.49M.
- 24 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q1 2020, down from 25 in Q4 2019.
- Funds reported $53.1M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q1 2020, up 14% quarter-over-quarter.
- 6 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q1 2020 and 5 closed out, a net change of +1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q1 2020 was Trilogy Capital, an estimated $12.8M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q1 2020 was USAdvisors Wealth Management, an estimated $3.49M sold.
Based on aggregated 13F filings for Q1 2020.