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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

56 hedge funds and large institutions have $167M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 23 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)

7.01% more ownership

Funds ownership: 150.11% → 157.12% (+7%)

4% less capital invested

Capital invested by funds: $173M → $167M (-$6.2M)

5% less funds holding

Funds holding: 59 → 56 (-3)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
18
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$5.47M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$5.34M
3
SOS
Silver Oak Securities
Tennessee
+$2.61M
4
ML
McAdam LLC
Pennsylvania
+$967K
5
LFGH
Lee Financial Group Hawaii
Hawaii
+$815K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$4.84M
2
Bank of America
Bank of America
North Carolina
-$3.2M
3
UBS Group
UBS Group
Switzerland
-$2.48M
4
FIM
Freedom Investment Management
Connecticut
-$1.99M
5
AWC
Adamsbrown Wealth Consultants
Kansas
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$889K -$874K -39,990 -50%
SC
27
Sykon Capital
New York
$887K +$876K +40,082 New
UBS Group
28
UBS Group
Switzerland
$855K -$2.48M -113,338 -75%
OMC
29
Old Mission Capital
Illinois
$841K -$300K -13,728 -27%
LFGH
30
Lee Financial Group Hawaii
Hawaii
$825K +$815K +37,284 New
EAM
31
Empirical Asset Management
Massachusetts
$779K +$40.3K +1,846 +6%
CAL
32
Capital Analysts LLC
Pennsylvania
$685K -$18.2K -834 -3%
EP
33
Eudaimonia Partners
Tennessee
$669K -$111K -5,100 -14%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$628K -$245K -11,226 -28%
KAS
35
Kestra Advisory Services
Texas
$563K +$148K +6,752 +36%
CFD
36
Creative Financial Designs
Indiana
$536K -$117K -5,354 -18%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$520K +$2.84K +130 +0.6%
FGAM
38
Financial Gravity Asset Management
Texas
$439K – – –
SPWG
39
Syntegra Private Wealth Group
Missouri
$386K – – –
IFA
40
Interactive Financial Advisors
Illinois
$366K -$11.7K -536 -3%
FWSM
41
First Wilshire Securities Management
California
$363K – – –
NWM
42
NEIRG Wealth Management
Massachusetts
$355K -$187K -8,576 -35%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$350K +$52K +2,380 +18%
WA
44
Win Advisors
Florida
$271K -$5.51K -252 -2%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$243K -$84.9K -3,886 -26%
CTWM
46
Cherry Tree Wealth Management
Minnesota
$152K +$151K +6,892 New
FRA
47
Front Row Advisors
California
$68K – – –
WP
48
WealthShield Partners
North Carolina
$38.9K -$443K -20,250 -92%
SCA
49
Stonebridge Capital Advisors
Minnesota
$20.6K +$20.3K +930 New
PTC
50
Private Trust Company
Ohio
$19.3K -$8.53K -390 -31%
1
2
3

AGZD Hedge Fund Activity: Q2 2023 in Review

56 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q2 2023, worth a combined $167M — down 3.6% from $173M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AGZD and 7 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 18 added.

The largest buyer was Jane Street, adding an estimated $5.47M. The largest seller was LPL Financial, cutting an estimated $4.84M.

  • 56 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q2 2023, down from 59 in Q1 2023.
  • Funds reported $167M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q2 2023, down 3.6% quarter-over-quarter.
  • 7 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q2 2023 and 8 closed out, a net change of -1 holder.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q2 2023 was Jane Street, an estimated $5.47M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q2 2023 was LPL Financial, an estimated $4.84M sold.

Based on aggregated 13F filings for Q2 2023.