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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
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

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

50% more capital invested

Capital invested by funds: $159M → $239M (+$79.9M)

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

17.32% more ownership

Funds ownership: 133.76% → 151.08% (+17%)

7% more funds holding

Funds holding: 42 → 45 (+3)

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
17
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$24.8M
2
Bank of America
Bank of America
North Carolina
+$22.6M
3
LPL Financial
LPL Financial
California
+$9.99M
4
DADC
D.A. Davidson & Co
Montana
+$8.44M
5
WP
WealthShield Partners
North Carolina
+$8.36M

Top Sellers

Rank Fund Capital Flow
1
FIM
Freedom Investment Management
Connecticut
-$6.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.54M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$2.02M
4
OIA
OneDigital Investment Advisors
Kansas
-$1.7M
5
KAS
Kestra Advisory Services
Texas
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$967K +$137K +5,886 +17%
CAN
27
Cetera Advisor Networks
California
$917K +$917K +39,488 New
EP
28
Eudaimonia Partners
Tennessee
$853K +$853K +36,748 New
JCIA
29
Jackson Creek Investment Advisors
Colorado
$580K +$580K +24,982 New
PAG
30
Private Advisor Group
New Jersey
$466K +$12.6K +544 +3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$429K +$1.21K +52 +0.3%
UWM
32
USAdvisors Wealth Management
Minnesota
$403K -$58.8K -2,534 -13%
FWSM
33
First Wilshire Securities Management
California
$395K – – –
NWM
34
NEIRG Wealth Management
Massachusetts
$377K -$248K -10,678 -40%
IFA
35
Interactive Financial Advisors
Illinois
$354K +$8.96K +386 +3%
AAS
36
Ameritas Advisory Services
Nebraska
$228K -$10.2K -438 -4%
HCM
37
Hengehold Capital Management
Ohio
$212K -$8.03K -346 -4%
FAG
38
Fortitude Advisory Group
Washington
$162K +$23.9K +1,030 +17%
FRA
39
Front Row Advisors
California
$79K – – –
PFS
40
Prospera Financial Services
Texas
$43K +$43K +1,852 New
WPWM
41
Western Pacific Wealth Management
Illinois
$30K +$30.2K +1,300 New
Wells Fargo
42
Wells Fargo
California
$24K – – –
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$13.3K – – –
HNB
44
Huntington National Bank
Ohio
$10K – – –
Morgan Stanley
45
Morgan Stanley
New York
$10K +$8.22K +354 +521%
FGAM
46
Financial Gravity Asset Management
Texas
$2.48K -$206K -8,858 -89%
Citadel Advisors
47
Citadel Advisors
Florida
– -$2.54M -109,014 Closed
OIA
48
OneDigital Investment Advisors
Kansas
– -$1.7M -72,870 Closed
FTUS
49
Flow Traders U.S.
New York
– -$945K -40,496 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– -$591K -25,352 Closed
1
2
3

AGZD Hedge Fund Activity: Q1 2022 in Review

45 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q1 2022, worth a combined $239M — up 50% from $159M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AGZD positions and 8 closed out — a net gain of 4 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $24.8M. The largest seller was Freedom Investment Management, cutting an estimated $6.1M.

  • 45 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q1 2022, up from 42 in Q4 2021.
  • Funds reported $239M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q1 2022, up 50% quarter-over-quarter.
  • 12 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q1 2022 and 8 closed out, a net change of +4 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q1 2022 was AE Wealth Management, an estimated $24.8M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q1 2022 was Freedom Investment Management, an estimated $6.1M sold.

Based on aggregated 13F filings for Q1 2022.