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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

56 hedge funds and large institutions have $131M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

2.05% more ownership

Funds ownership: 77.13% → 79.18% (+2.1%)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

5% less capital invested

Capital invested by funds: $138M → $131M (-$7.09M)

15% less funds holding

Funds holding: 66 → 56 (-10)

71% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 14

Holders
56
Holders Change
-10
Holders Change %
-15.15%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
23
Reduced
22
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Win Advisors
Florida
+$11.4M
2
MWM
Modern Wealth Management
Kansas
+$3.69M
3
AAS
Ameritas Advisory Services
Nebraska
+$1.68M
4
GAG
Goodman Advisory Group
Massachusetts
+$1.25M
5
SPC
Sigma Planning Corp
Michigan
+$645K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$7.68M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.29M
3
Bank of America
Bank of America
North Carolina
-$3.07M
4
AWM
AE Wealth Management
Kansas
-$2.62M
5
MSFS
Main Street Financial Solutions
Pennsylvania
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
26
Freedom Investment Management
Connecticut
$908K -$637K -28,962 -41%
Citadel Advisors
27
Citadel Advisors
Florida
$868K -$238K -10,813 -22%
EAM
28
Empirical Asset Management
Massachusetts
$783K +$6.82K +310 +0.9%
SWP
29
Significant Wealth Partners
Illinois
$538K +$271K +12,338 +103%
IFA
30
Interactive Financial Advisors
Illinois
$503K +$369K +16,763 +278%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$494K +$3.48K +158 +0.7%
MML Investors Services
32
MML Investors Services
Massachusetts
$481K -$1.21M -54,878 -72%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$402K – – –
SPWG
34
Syntegra Private Wealth Group
Missouri
$386K – – –
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$347K -$52.7K -2,397 -13%
MLRA
36
Main Line Retirement Advisors
Montana
$342K -$65K -2,955 -17%
FWSM
37
First Wilshire Securities Management
California
$337K -$25.5K -1,158 -7%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$319K -$3.29M -149,474 -91%
CW
39
Connectus Wealth
Ohio
$315K +$638 +29 +0.2%
CFD
40
Creative Financial Designs
Indiana
$308K +$64.5K +2,931 +27%
NA
41
NewEdge Advisors
Louisiana
$291K +$10.9K +494 +4%
RFN
42
RDA Financial Network
Iowa
$290K -$2.11K -96 -0.7%
DWM
43
Dogwood Wealth Management
Kansas
$193K +$21K +955 +12%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$159K -$530K -24,089 -77%
MG
45
Mather Group
Illinois
$156K +$157K +7,114 New
PCWA
46
Pacific Capital Wealth Advisors
California
$97.8K – – –
FGAM
47
Financial Gravity Asset Management
Texas
$89.1K +$86.7K +3,940 +4,104%
CTWM
48
Cherry Tree Wealth Management
Minnesota
$76.4K – – –
FRA
49
Front Row Advisors
California
$51.9K – – –
CPA
50
Clear Point Advisors
New York
$51.5K +$462 +21 +0.9%
1
2
3

AGZD Hedge Fund Activity: Q1 2024 in Review

56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q1 2024, worth a combined $131M — down 5.1% from $138M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of AGZD and 4 opened new positions — a net loss of 10 holders — while 22 trimmed existing stakes and 23 added.

The largest buyer was Win Advisors, opening a new position worth an estimated $11.4M. The largest seller was Jane Street, cutting an estimated $7.68M.

  • 56 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q1 2024, down from 66 in Q4 2023.
  • Funds reported $131M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q1 2024, down 5.1% quarter-over-quarter.
  • 4 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q1 2024 and 14 closed out, a net change of -10 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q1 2024 was Win Advisors, an estimated $11.4M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q1 2024 was Jane Street, an estimated $7.68M sold.

Based on aggregated 13F filings for Q1 2024.