WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
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.
New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
9
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SI
1
SimpliFi Inc
San Diego,
California
|
$50.9M |
| 2 |
IA
2
IFP Advisors
Tampa,
Florida
|
$7.96M |
| 3 |
3
HighTower Advisors
Chicago,
Illinois
|
$4.74M |
| 4 |
4
UBS Group
Zurich,
Switzerland
|
$4.3M |
| 5 |
5
LPL Financial
San Diego,
California
|
$6.4M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
HCM
26
Hengehold Capital Management
Cincinnati,
Ohio
| $224K | -$1.84K | -78 | -0.8% |
|
|
CFA
27
Carroll Financial Associates
Charlotte,
North Carolina
| $213K | -$78K | -3,332 | -27% |
|
|
HI
28
Harbour Investments
Madison,
Wisconsin
| $108K | -$517 | -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 | +$25K | +1,040 | +52,000% |
|
|
HNB
32
Huntington National Bank
Columbus,
Ohio
| $10K | -$10K | – | – |
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.02M | -86,098 | Closed |
|
34
Citadel Advisors
Miami,
Florida
| – | -$1.56M | -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 |
|