WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
AGZD
45 hedge funds and large institutions have $239M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more first-time investments, than exits
New positions opened: | Existing positions closed:
17.32% more ownership
Funds ownership: 133.76% → 151.08% (+17%)
7% more funds holding
Funds holding: 42 → 45 (+3)
Holders
45
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$24.8M | |
| 2 | +$22.6M | |
| 3 | +$9.99M | |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$8.45M |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$8.36M |
Top Sellers
| 1 | -$6.1M | |
| 2 | -$2.54M | |
| 3 | -$2.02M | |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$1.7M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.61M |