WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
57 hedge funds and large institutions have $139M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
6% more capital invested
Capital invested by funds: $131M → $139M (+$8.17M)
2% more funds holding
Funds holding: 56 → 57 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.59% less ownership
Funds ownership: 79.18% → 78.59% (-0.59%)
18% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dogwood Wealth Management
Lenexa,
Kansas
|
+$4.58M |
| 2 |
AI
AXS Investments
Port Chester,
New York
|
+$1.98M |
| 3 |
SC
Sykon Capital
Harrison,
New York
|
+$1.83M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.54M |
| 5 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$3.05M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$908K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$796K |
| 4 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$736K |
| 5 |
SWP
Significant Wealth Partners
Cary,
Illinois
|
-$538K |
AGZD Hedge Fund Activity: Q2 2024 in Review
57 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q2 2024, worth a combined $139M — up 6.2% from $131M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new AGZD positions and 7 closed out — a net gain of 3 holders — while 18 added to existing stakes and 22 trimmed.
The largest buyer was Dogwood Wealth Management, adding an estimated $4.58M. The largest seller was Modern Wealth Management, cutting an estimated $3.05M.
- 57 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q2 2024, up from 56 in Q1 2024.
- Funds reported $139M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q2 2024, up 6.2% quarter-over-quarter.
- 10 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q2 2024 and 7 closed out, a net change of +3 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q2 2024 was Dogwood Wealth Management, an estimated $4.58M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q2 2024 was Modern Wealth Management, an estimated $3.05M sold.
Based on aggregated 13F filings for Q2 2024.