AGZD icon

WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

Overview Fund Activity

30 hedge funds and large institutions have $81.2M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
+7
Holders Change %
+30.43%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
11
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIM
1
Freedom Investment Management
Connecticut
$13.9M
2
Bank of America
2
Bank of America
North Carolina
$13.5M
3
TC
3
Trilogy Capital
California
$17.5M
4
LPL Financial
4
LPL Financial
California
$3.89M
5
KAS
5
Kestra Advisory Services
Texas
$3.17M

Top Sellers

1
UWM
1
USAdvisors Wealth Management
Minnesota
$883K
2
Jane Street
2
Jane Street
New York
$1.12M
3
BFG
3
Barber Financial Group
Kansas
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.56M
5
HCM
5
Hengehold Capital Management
Ohio
$226K
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
26
Arcadia Investment Management
Michigan
$42K 900 – –
EP
27
Eudaimonia Partners
Tennessee
$28K 600 +600 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$24K 521 – –
HNB
29
Huntington National Bank
Ohio
– – – –
FGAM
30
Financial Gravity Asset Management
Texas
$563 11,976 -2,087 -15%
BFG
31
Barber Financial Group
Kansas
– – -24,936 Closed
BSAM
32
Blue Sky Asset Management
Colorado
– – -14,062 Closed
TRCT
33
Tower Research Capital (TRC)
New York
– – -26 Closed
Wells Fargo
34
Wells Fargo
California
$0 1 – –
IA
35
IFP Advisors
Florida
– – – –
CFGS
36
Concourse Financial Group Securities
Alabama
– – – –
1
2