WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
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
more funds holding in top 10
Funds holding in top 10: →
more ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
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
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$5.53M | |
| 2 | +$5.4M | |
| 3 | +$2.64M | |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$978K |
| 5 |
LFGH
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
+$825K |
Top Sellers
| 1 | -$4.9M | |
| 2 | -$3.24M | |
| 3 | -$2.51M | |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$2.01M |
| 5 |
AWC
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
-$1.01M |