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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

54 hedge funds and large institutions have $301M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

26% more capital invested

Capital invested by funds: $239M → $301M (+$62.5M)

20% more funds holding

Funds holding: 45 → 54 (+9)

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

5.13% more ownership

Funds ownership: 151.08% → 156.21% (+5.1%)

Holders
54
Holders Change
+9
Holders Change %
+20%
% of All Funds
0.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
16
Increased
18
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$14.8M
2
BFG
Barber Financial Group
Kansas
+$14.3M
3
Jane Street
Jane Street
New York
+$11M
4
Stifel Financial
Stifel Financial
Missouri
+$6.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$6.28M

Top Sellers

Rank Fund Capital Flow
1
MCM
Mengis Capital Management
Oregon
-$1.32M
2
TC
Trilogy Capital
California
-$1.27M
3
AAS
Avantax Advisory Services
Texas
-$967K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$822K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$682K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
26
Tower Wealth Partners
Pennsylvania
$1.91M +$1.93M +83,704 New
Cerity Partners
27
Cerity Partners
New York
$1.89M +$1.91M +82,910 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.7M +$1.72M +74,542 New
PCWA
29
Pacific Capital Wealth Advisors
California
$1.29M -$263K -11,410 -17%
PAG
30
Private Advisor Group
New Jersey
$1.07M +$622K +27,008 +135%
CAN
31
Cetera Advisor Networks
California
$981K +$81.3K +3,530 +9%
EP
32
Eudaimonia Partners
Tennessee
$838K – – –
JCIA
33
Jackson Creek Investment Advisors
Colorado
$582K +$9.35K +406 +2%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$569K -$822K -35,700 -59%
NWM
35
NEIRG Wealth Management
Massachusetts
$485K +$116K +5,032 +31%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$481K +$60.4K +2,624 +14%
PFA
37
Professional Financial Advisors
Nebraska
$459K +$464K +20,136 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$442K +$447K +19,410 New
UWM
39
USAdvisors Wealth Management
Minnesota
$395K -$184 -8 -0%
FWSM
40
First Wilshire Securities Management
California
$388K – – –
IFA
41
Interactive Financial Advisors
Illinois
$324K +$2.63K +114 +0.8%
IWC
42
Integrated Wealth Concepts
Massachusetts
$321K +$324K +14,088 New
AWC
43
Adamsbrown Wealth Consultants
Kansas
$276K +$279K +12,122 New
Citadel Advisors
44
Citadel Advisors
Florida
$233K +$236K +10,232 New
FTUS
45
Flow Traders U.S.
New York
$230K +$233K +10,104 New
HCM
46
Hengehold Capital Management
Ohio
$208K – – –
RCM
47
Rain Capital Management
Oregon
$100K +$101K +4,376 New
FRA
48
Front Row Advisors
California
$71K -$7.05K -306 -9%
WPWM
49
Western Pacific Wealth Management
Illinois
$29K – – –
PFS
50
Prospera Financial Services
Texas
$25K -$17.3K -752 -41%
1
2
3

AGZD Hedge Fund Activity: Q2 2022 in Review

54 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q2 2022, worth a combined $301M — up 26% from $239M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new AGZD positions and 6 closed out — a net gain of 10 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $14.8M. The largest seller was Mengis Capital Management, exiting entirely with an estimated $1.32M sold.

  • 54 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q2 2022, up from 45 in Q1 2022.
  • Funds reported $301M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q2 2022, up 26% quarter-over-quarter.
  • 16 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q2 2022 and 6 closed out, a net change of +10 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q2 2022 was Bank of America, an estimated $14.8M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q2 2022 was Mengis Capital Management, an estimated $1.32M sold.

Based on aggregated 13F filings for Q2 2022.