WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
23 hedge funds and large institutions have $48.3M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
20% more capital invested
Capital invested by funds: $40.4M → $48.3M (+$7.93M)
6.83% more ownership
Funds ownership: 101.12% → 107.94% (+6.8%)
5% more funds holding
Funds holding: 22 → 23 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.85M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.54M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.57M |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$765K |
| 5 |
HA
Harborview Advisors
Portland,
Maine
|
+$673K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$5.47M |
| 2 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$1.06M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
-$1.03M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$888K |
| 5 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$495K |
AGZD Hedge Fund Activity: Q4 2020 in Review
23 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q4 2020, worth a combined $48.3M — up 20% from $40.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AGZD positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 10 trimmed.
The largest buyer was Jane Street, adding an estimated $3.85M. The largest seller was Carroll Financial Associates, cutting an estimated $5.47M.
- 23 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q4 2020, up from 22 in Q3 2020.
- Funds reported $48.3M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q4 2020, up 20% quarter-over-quarter.
- 5 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q4 2020 and 4 closed out, a net change of +1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q4 2020 was Jane Street, an estimated $3.85M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q4 2020 was Carroll Financial Associates, an estimated $5.47M sold.
Based on aggregated 13F filings for Q4 2020.