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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

66 hedge funds and large institutions have $138M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

22% more funds holding

Funds holding: 54 → 66 (+12)

9.94% more ownership

Funds ownership: 67.19% → 77.13% (+9.9%)

3% more capital invested

Capital invested by funds: $135M → $138M (+$3.47M)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
18
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$8.92M
2
AWM
AE Wealth Management
Kansas
+$2.64M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.11M
4
SC
Sykon Capital
New York
+$855K
5
OMC
Old Mission Capital
Illinois
+$788K

Top Sellers

Rank Fund Capital Flow
1
TC
Trilogy Capital
California
-$10.5M
2
WEG
World Equity Group
Illinois
-$4.88M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.3M
4
Bank of America
Bank of America
North Carolina
-$2.74M
5
SOS
Silver Oak Securities
Tennessee
-$2.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
26
Cape Investment Advisory
Georgia
$988K -$117K -5,292 -11%
PAG
27
Private Advisor Group
New Jersey
$977K -$82.2K -3,712 -8%
LFGH
28
Lee Financial Group Hawaii
Hawaii
$888K +$76.4K +3,450 +9%
EAM
29
Empirical Asset Management
Massachusetts
$770K -$14.3K -646 -2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$686K +$466K +21,056 +206%
KAS
31
Kestra Advisory Services
Texas
$617K +$132K +5,959 +27%
SPC
32
Sigma Planning Corp
Michigan
$614K -$302K -13,654 -33%
GS
33
GTS Securities
New York
$564K +$570K +25,729 New
IFA
34
Interactive Financial Advisors
Illinois
$496K -$242K -10,925 -64%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$487K +$13.2K +595 +3%
MLRA
36
Main Line Retirement Advisors
Montana
$405K +$393K +17,731 New
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$399K – – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$397K +$127K +5,738 +46%
SPWG
39
Syntegra Private Wealth Group
Missouri
$383K – – –
FWSM
40
First Wilshire Securities Management
California
$359K – – –
GAG
41
Goodman Advisory Group
Massachusetts
$343K -$1.99M -89,968 -85%
CW
42
Connectus Wealth
Ohio
$312K -$16.7K -754 -5%
PAS
43
Park Avenue Securities
New York
$311K +$315K +14,207 New
RFN
44
RDA Financial Network
Iowa
$290K -$6.67K -301 -2%
Truist Financial
45
Truist Financial
North Carolina
$287K +$289K +13,071 New
NA
46
NewEdge Advisors
Louisiana
$278K +$280K +12,663 New
SWP
47
Significant Wealth Partners
Illinois
$264K +$266K +12,035 New
CFD
48
Creative Financial Designs
Indiana
$242K -$283K -12,770 -54%
TFG
49
Team Financial Group
California
$219K -$2.04K -92 -0.9%
DWM
50
Dogwood Wealth Management
Kansas
$171K +$173K +7,808 New
1
2
3

AGZD Hedge Fund Activity: Q4 2023 in Review

66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q4 2023, worth a combined $138M — up 2.6% from $135M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AGZD positions and 6 closed out — a net gain of 12 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $8.92M. The largest seller was Trilogy Capital, cutting an estimated $10.5M.

  • 66 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q4 2023, up from 54 in Q3 2023.
  • Funds reported $138M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q4 2023, up 2.6% quarter-over-quarter.
  • 18 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q4 2023 and 6 closed out, a net change of +12 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q4 2023 was Jane Street, an estimated $8.92M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q4 2023 was Trilogy Capital, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2023.