AGZD icon

WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

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.

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
18
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$1.18M -$5.75K -258 -0.5%
UBS Group
27
UBS Group
Switzerland
$1,000K -$245 -11 -0%
CIA
28
Cape Investment Advisory
Georgia
$845K -$171K -7,685 -17%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$758K +$598K +26,818 +373%
RPGK
30
Retirement Planning Group (Kansas)
Kansas
$735K +$735K +32,940 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$618K +$297K +13,299 +92%
EAM
32
Empirical Asset Management
Massachusetts
$568K -$223K -9,989 -28%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$504K +$5.68K +255 +1%
RFN
34
RDA Financial Network
Iowa
$501K +$208K +9,348 +71%
IFA
35
Interactive Financial Advisors
Illinois
$494K -$14.9K -670 -3%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$406K
SPWG
37
Syntegra Private Wealth Group
Missouri
$389K
MML Investors Services
38
MML Investors Services
Massachusetts
$371K -$115K -5,151 -24%
MLRA
39
Main Line Retirement Advisors
Montana
$327K -$2.43K -109 -0.7%
CFD
40
Creative Financial Designs
Indiana
$316K +$4.88K +219 +2%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$284K +$284K +12,713 New
CTWM
42
Cherry Tree Wealth Management
Minnesota
$77.1K
FRA
43
Front Row Advisors
California
$44.6K -$7.81K -350 -15%
MG
44
Mather Group
Illinois
$42.8K -$114K -5,177 -73%
CPA
45
Clear Point Advisors
New York
$42K -$10K -449 -19%
AP
46
Atwood & Palmer
Missouri
$23.3K +$23.3K +1,046 New
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$19.2K
IRC
48
Investors Research Corp
Georgia
$6.91K
EW
49
Element Wealth
Mississippi
$6.78K +$6.78K +304 New
PCWA
50
Pacific Capital Wealth Advisors
California
$6.65K -$92.1K -4,130 -93%