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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

Overview Fund Activity

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
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

1
WEG
1
World Equity Group
Illinois
$4.88M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.15M
3
GAG
3
Goodman Advisory Group
Massachusetts
$2.34M
4
SC
4
Sykon Capital
New York
$2.73M
5
WA
5
Win Advisors
Florida
$1.66M

Top Sellers

1
Jane Street
1
Jane Street
New York
$411K
2
DADC
2
D.A. Davidson & Co
Montana
$0
3
IA
3
IFP Advisors
Florida
$0
4
SOS
4
Silver Oak Securities
Tennessee
$4.79M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
26
Foundations Investment Advisors
Arizona
$1.01M +$49.9K +2,251 +5%
SPC
27
Sigma Planning Corp
Michigan
$923K -$14.9K -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 -$9.26K -418 -2%
KAS
33
Kestra Advisory Services
Texas
$492K -$71.7K -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 +$9.26K +418 +3%
FWSM
39
First Wilshire Securities Management
California
$363K – – –
CW
40
Connectus Wealth
Ohio
$332K +$332K +14,997 New
RFN
41
RDA Financial Network
Iowa
$300K +$300K +13,533 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$274K -$616K -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 -$76.1K -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 -$66 -3 -0.3%
WP
50
WealthShield Partners
North Carolina
$14.7K -$24.3K -1,096 -62%
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