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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

54 hedge funds and large institutions have $133M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less capital invested

Capital invested by funds: $139M → $133M (-$6.65M)

1.73% less ownership

Funds ownership: 78.59% → 76.86% (-1.7%)

5% less funds holding

Funds holding: 57 → 54 (-3)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
54
Holders Change
-3
Holders Change %
-5.26%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
15
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WI
WBI Investments
New Jersey
+$3.4M
2
TC
Trilogy Capital
California
+$2.71M
3
MWM
Modern Wealth Management
Kansas
+$2.1M
4
GIA
Gladstone Institutional Advisory
Florida
+$1.84M
5
DWM
Dogwood Wealth Management
Kansas
+$348K

Top Sellers

Rank Fund Capital Flow
1
GAG
Goodman Advisory Group
Massachusetts
-$3.08M
2
CIAS
Capital Investment Advisory Services
North Carolina
-$2.26M
3
SC
Sykon Capital
New York
-$1.9M
4
LPL Financial
LPL Financial
California
-$1.75M
5
CAL
Capital Analysts LLC
Pennsylvania
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
26
Retirement Planning Group (Kansas)
Kansas
$697K -$41.5K -1,866 -6%
PAG
27
Private Advisor Group
New Jersey
$626K -$552K -24,820 -47%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$608K +$101K +4,521 +20%
Citadel Advisors
29
Citadel Advisors
Florida
$594K -$692K -31,082 -54%
IFA
30
Interactive Financial Advisors
Illinois
$473K -$23.4K -1,052 -5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$444K -$176K -7,919 -29%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$408K – – –
SPWG
33
Syntegra Private Wealth Group
Missouri
$391K – – –
CFD
34
Creative Financial Designs
Indiana
$331K +$13K +582 +4%
MLRA
35
Main Line Retirement Advisors
Montana
$315K -$13.6K -609 -4%
PI
36
PFG Investments
New York
$250K +$248K +11,129 New
CTWM
37
Cherry Tree Wealth Management
Minnesota
$77.5K – – –
CIAS
38
Capital Investment Advisory Services
North Carolina
$51.6K -$2.26M -101,374 -98%
FRA
39
Front Row Advisors
California
$44.8K – – –
CPA
40
Clear Point Advisors
New York
$42.7K +$401 +18 +1%
AP
41
Atwood & Palmer
Missouri
$23.5K – – –
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$19.4K – – –
Morgan Stanley
43
Morgan Stanley
New York
$14.3K +$14.2K +638 +63,800%
GAG
44
Goodman Advisory Group
Massachusetts
$10.9K -$3.08M -138,404 -100%
IRC
45
Investors Research Corp
Georgia
$6.95K – – –
EW
46
Element Wealth
Mississippi
$6.82K – – –
PCWA
47
Pacific Capital Wealth Advisors
California
$6.68K – – –
LFG
48
Larson Financial Group
Missouri
$5.18K +$45 +2 +0.9%
SPIA
49
Steward Partners Investment Advisory
New York
$4.91K +$4.88K +219 New
CAM
50
Creekmur Asset Management
Illinois
$4.8K +$45 +2 +0.9%
1
2
3

AGZD Hedge Fund Activity: Q3 2024 in Review

54 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q3 2024, worth a combined $133M — down 4.8% from $139M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of AGZD and 6 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 15 added.

The largest buyer was WBI Investments, opening a new position worth an estimated $3.4M. The largest seller was Goodman Advisory Group, cutting an estimated $3.08M.

  • 54 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q3 2024, down from 57 in Q2 2024.
  • Funds reported $133M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q3 2024, down 4.8% quarter-over-quarter.
  • 6 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q3 2024 and 9 closed out, a net change of -3 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q3 2024 was WBI Investments, an estimated $3.4M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q3 2024 was Goodman Advisory Group, an estimated $3.08M sold.

Based on aggregated 13F filings for Q3 2024.