WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
32 hedge funds and large institutions have $137M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
69% more capital invested
Capital invested by funds: $81.2M → $137M (+$56.2M)
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
9.39% more ownership
Funds ownership: 126.46% → 135.86% (+9.4%)
7% more funds holding
Funds holding: 30 → 32 (+2)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SimpliFi Inc
San Diego,
California
|
+$50.9M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$7.95M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$4.74M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.04M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.37M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$5.13M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$2.16M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.02M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCM
26
Hengehold Capital Management
Cincinnati,
Ohio
| $224K | -$1.83K | -78 | -0.8% |
|
|
CFA
27
Carroll Financial Associates
Charlotte,
North Carolina
| $213K | -$78.4K | -3,332 | -27% |
|
|
HI
28
Harbour Investments
Madison,
Wisconsin
| $108K | -$518 | -22 | -0.5% |
|
|
SCA
29
Stonebridge Capital Advisors
St Paul,
Minnesota
| $44K | – | – | – |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $25K | – | – | – |
|
31
Wells Fargo
San Francisco,
California
| $25K | +$24.5K | +1,040 | +52,000% |
|
|
HNB
32
Huntington National Bank
Columbus,
Ohio
| $10K | – | – | – |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.02M | -86,098 | Closed |
|
34
Citadel Advisors
Miami,
Florida
| – | -$1.55M | -66,150 | Closed |
|
35
Jane Street
New York
| – | -$1.12M | -47,700 | Closed |
|
|
AWM
36
AE Wealth Management
Topeka,
Kansas
| – | -$207K | -8,826 | Closed |
|
|
AIM
37
Arcadia Investment Management
Kalamazoo,
Michigan
| – | -$42K | -1,800 | Closed |
|
38
Fidelity Investments
Boston,
Massachusetts
| – | +$47 | +2 | New |
|
AGZD Hedge Fund Activity: Q2 2021 in Review
32 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q2 2021, worth a combined $137M — up 69% from $81.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AGZD positions and 5 closed out — a net gain of 2 holders — while 9 added to existing stakes and 12 trimmed.
The largest buyer was SimpliFi Inc, opening a new position worth an estimated $50.9M. The largest seller was Bank of America, cutting an estimated $5.37M.
- 32 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q2 2021, up from 30 in Q1 2021.
- Funds reported $137M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q2 2021, up 69% quarter-over-quarter.
- 7 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q2 2021 and 5 closed out, a net change of +2 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q2 2021 was SimpliFi Inc, an estimated $50.9M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q2 2021 was Bank of America, an estimated $5.37M sold.
Based on aggregated 13F filings for Q2 2021.