WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
39 hedge funds and large institutions have $154M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
89% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 9
22% more funds holding
Funds holding: 32 → 39 (+7)
12% more capital invested
Capital invested by funds: $137M → $154M (+$16.6M)
5.24% more ownership
Funds ownership: 135.86% → 141.1% (+5.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.77M |
| 2 |
Jane Street
New York
|
+$2.29M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.81M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.74M |
| 5 |
MCM
Mengis Capital Management
Portland,
Oregon
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$553K |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$362K |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$303K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$238K |
| 5 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$111K |
AGZD Hedge Fund Activity: Q3 2021 in Review
39 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q3 2021, worth a combined $154M — up 12% from $137M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AGZD positions and 2 closed out — a net gain of 7 holders — while 17 added to existing stakes and 9 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.77M. The largest seller was Freedom Investment Management, cutting an estimated $553K.
- 39 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q3 2021, up from 32 in Q2 2021.
- Funds reported $154M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q3 2021, up 12% quarter-over-quarter.
- 9 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q3 2021 and 2 closed out, a net change of +7 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q3 2021 was LPL Financial, an estimated $6.77M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q3 2021 was Freedom Investment Management, an estimated $553K sold.
Based on aggregated 13F filings for Q3 2021.