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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

54 hedge funds and large institutions have $135M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 56 → 54 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

19% less capital invested

Capital invested by funds: $167M → $135M (-$32.5M)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

89.93% less ownership

Funds ownership: 157.12% → 67.19% (-90%)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
19
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WEG
World Equity Group
Illinois
+$4.89M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.81M
3
GAG
Goodman Advisory Group
Massachusetts
+$2.34M
4
SC
Sykon Capital
New York
+$1.84M
5
WA
Win Advisors
Florida
+$1.31M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$14.3M
2
DADC
D.A. Davidson & Co
Montana
-$9.63M
3
IA
IFP Advisors
Florida
-$7.95M
4
SOS
Silver Oak Securities
Tennessee
-$4.07M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
26
Foundations Investment Advisors
Arizona
$1.01M +$49.9K +2,251 +5%
SPC
27
Sigma Planning Corp
Michigan
$923K -$15K -674 -2%
LFGH
28
Lee Financial Group Hawaii
Hawaii
$821K -$4.79K -216 -0.6%
EAM
29
Empirical Asset Management
Massachusetts
$793K +$12.3K +553 +2%
EP
30
Eudaimonia Partners
Tennessee
$670K – – –
OMC
31
Old Mission Capital
Illinois
$630K -$213K -9,603 -25%
CFD
32
Creative Financial Designs
Indiana
$528K -$9.27K -418 -2%
KAS
33
Kestra Advisory Services
Texas
$492K -$71.8K -3,235 -13%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$479K -$42.3K -1,907 -8%
Jane Street
35
Jane Street
New York
$411K -$14.3M -644,142 -97%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$403K -$226K -10,188 -36%
SPWG
37
Syntegra Private Wealth Group
Missouri
$387K – – –
IFA
38
Interactive Financial Advisors
Illinois
$376K +$9.27K +418 +3%
FWSM
39
First Wilshire Securities Management
California
$363K – – –
CW
40
Connectus Wealth
Ohio
$332K +$333K +14,997 New
RFN
41
RDA Financial Network
Iowa
$300K +$300K +13,533 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$274K -$617K -27,808 -69%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$227K -$16.7K -754 -7%
TFG
44
Team Financial Group
California
$224K +$224K +10,100 New
CTWM
45
Cherry Tree Wealth Management
Minnesota
$76.6K -$76.2K -3,434 -50%
FRA
46
Front Row Advisors
California
$54.1K -$14K -632 -21%
AAG
47
Armstrong Advisory Group
Massachusetts
$28.6K +$28.6K +1,290 New
PTC
48
Private Trust Company
Ohio
$19.3K – – –
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$19.2K -$67 -3 -0.3%
WP
50
WealthShield Partners
North Carolina
$14.7K -$24.3K -1,096 -62%
1
2
3

AGZD Hedge Fund Activity: Q3 2023 in Review

54 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q3 2023, worth a combined $135M — down 19% from $167M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of AGZD and 6 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 19 added.

The largest buyer was World Equity Group, opening a new position worth an estimated $4.89M. The largest seller was Jane Street, cutting an estimated $14.3M.

  • 54 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q3 2023, down from 56 in Q2 2023.
  • Funds reported $135M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q3 2023, down 19% quarter-over-quarter.
  • 6 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q3 2023 and 7 closed out, a net change of -1 holder.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q3 2023 was World Equity Group, an estimated $4.89M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q3 2023 was Jane Street, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2023.