WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
23 hedge funds and large institutions have $58.5M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 6 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
10% more capital invested
Capital invested by funds: $53.1M → $58.5M (+$5.38M)
4% less funds holding
Funds holding: 24 → 23 (-1)
14.7% less ownership
Funds ownership: 145.53% → 130.83% (-15%)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Harborview Advisors
Portland,
Maine
|
+$2.06M |
| 2 |
Jane Street
New York
|
+$1.73M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.71M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$904K |
| 5 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$572K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.23M |
| 2 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$1.08M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$338K |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$326K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$293K |
AGZD Hedge Fund Activity: Q2 2020 in Review
23 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q2 2020, worth a combined $58.5M — up 10% from $53.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of AGZD and 5 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 10 added.
The largest buyer was Harborview Advisors, adding an estimated $2.06M. The largest seller was Osaic Holdings, cutting an estimated $1.23M.
- 23 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q2 2020, down from 24 in Q1 2020.
- Funds reported $58.5M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q2 2020, up 10% quarter-over-quarter.
- 5 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q2 2020 and 6 closed out, a net change of -1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q2 2020 was Harborview Advisors, an estimated $2.06M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q2 2020 was Osaic Holdings, an estimated $1.23M sold.
Based on aggregated 13F filings for Q2 2020.