WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
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
Holders
57
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$4.6M | |
| 2 | +$1.98M | |
| 3 | +$1.84M | |
| 4 |
LPL Financial
San Diego,
California
|
+$1.55M |
| 5 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
+$1.48M |
Top Sellers
| 1 | -$3.06M | |
| 2 | -$908K | |
| 3 | -$800K | |
| 4 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$739K |
| 5 |
SWP
Significant Wealth Partners
Cary,
Illinois
|
-$538K |