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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

59 hedge funds and large institutions have $261M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

9% more funds holding

Funds holding: 54 → 59 (+5)

10.39% less ownership

Funds ownership: 156.21% → 145.83% (-10%)

13% less capital invested

Capital invested by funds: $301M → $261M (-$40.2M)

17% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 24

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
9
Increased
20
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$5.96M
2
SA
SAM Advisors
California
+$3.53M
3
SOS
Silver Oak Securities
Tennessee
+$1.67M
4
QA
Quantitative Advantage
Minnesota
+$1.34M
5
Osaic Holdings
Osaic Holdings
Arizona
+$963K

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$23.9M
2
Jane Street
Jane Street
New York
-$8.54M
3
LPL Financial
LPL Financial
California
-$5.41M
4
Stifel Financial
Stifel Financial
Missouri
-$5.19M
5
WP
WealthShield Partners
North Carolina
-$2.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
26
Tower Wealth Partners
Pennsylvania
$1.69M -$213K -9,270 -11%
QA
27
Quantitative Advantage
Minnesota
$1.33M +$1.34M +58,428 New
PCWA
28
Pacific Capital Wealth Advisors
California
$1.29M – – –
PAG
29
Private Advisor Group
New Jersey
$1.23M +$154K +6,706 +14%
Cerity Partners
30
Cerity Partners
New York
$923K -$973K -42,426 -51%
CAN
31
Cetera Advisor Networks
California
$920K -$61.2K -2,670 -6%
EP
32
Eudaimonia Partners
Tennessee
$828K -$9.17K -400 -1%
AWC
33
Adamsbrown Wealth Consultants
Kansas
$768K +$494K +21,558 +178%
Citadel Advisors
34
Citadel Advisors
Florida
$729K +$499K +21,748 +213%
MML Investors Services
35
MML Investors Services
Massachusetts
$694K +$698K +30,452 New
NWM
36
NEIRG Wealth Management
Massachusetts
$634K +$149K +6,516 +31%
JCIA
37
Jackson Creek Investment Advisors
Colorado
$587K +$7.98K +348 +1%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$563K +$82.6K +3,604 +17%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$558K -$11K -478 -2%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$510K +$68.1K +2,968 +15%
CAL
41
Capital Analysts LLC
Pennsylvania
$503K +$506K +22,070 New
Mariner
42
Mariner
Kansas
$448K +$451K +19,672 New
PFA
43
Professional Financial Advisors
Nebraska
$433K -$26.2K -1,144 -6%
VAFP
44
Vahanian & Associates Financial Planning
New York
$433K +$436K +19,016 New
UWM
45
USAdvisors Wealth Management
Minnesota
$396K +$780 +34 +0.2%
FWSM
46
First Wilshire Securities Management
California
$387K – – –
IFA
47
Interactive Financial Advisors
Illinois
$347K +$24.7K +1,078 +8%
IWC
48
Integrated Wealth Concepts
Massachusetts
$319K -$1.88K -82 -0.6%
FTUS
49
Flow Traders U.S.
New York
$289K +$59.2K +2,582 +26%
HCM
50
Hengehold Capital Management
Ohio
$208K – – –
1
2
3

AGZD Hedge Fund Activity: Q3 2022 in Review

59 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q3 2022, worth a combined $261M — down 13% from $301M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AGZD positions and 4 closed out — a net gain of 5 holders — while 20 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $5.96M. The largest seller was AE Wealth Management, exiting entirely with an estimated $23.9M sold.

  • 59 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q3 2022, up from 54 in Q2 2022.
  • Funds reported $261M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q3 2022, down 13% quarter-over-quarter.
  • 9 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q3 2022 and 4 closed out, a net change of +5 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q3 2022 was Bank of America, an estimated $5.96M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q3 2022 was AE Wealth Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2022.