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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

Overview Fund Activity

58 hedge funds and large institutions have $105M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
13
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.89M
2
AAS
2
Avantax Advisory Services
Texas
$2.8M
3
SC
3
Sykon Capital
New York
$3.87M
4
TC
4
Trilogy Capital
California
$20.2M
5
PAS
5
Park Avenue Securities
New York
$916K

Top Sellers

1
MWM
1
Modern Wealth Management
Kansas
$4.52M
2
WA
2
Win Advisors
Florida
$927K
3
DWM
3
Dogwood Wealth Management
Kansas
$45.7K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
AAS
5
Ameritas Advisory Services
Nebraska
$617K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Ameritas Advisory Services
Nebraska
$617K -$1.86M -82,959 -75%
PAG
27
Private Advisor Group
New Jersey
$517K -$111K -4,925 -18%
IFA
28
Interactive Financial Advisors
Illinois
$480K +$6.24K +278 +1%
OMC
29
Old Mission Capital
Illinois
$443K +$443K +19,708 New
TI
30
TrueMark Investments
Illinois
$440K +$440K +19,581 New
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$409K – – –
SPWG
32
Syntegra Private Wealth Group
Missouri
$392K – – –
CFD
33
Creative Financial Designs
Indiana
$331K -$1.03K -46 -0.3%
MML Investors Services
34
MML Investors Services
Massachusetts
$305K +$305K +13,579 New
PI
35
PFG Investments
New York
$284K +$33.6K +1,496 +13%
SA
36
Sovran Advisors
California
$283K +$283K +12,552 New
IAA
37
Independent Advisor Alliance
North Carolina
$215K +$215K +9,592 New
KAS
38
Kestra Advisory Services
Texas
$211K +$211K +9,408 New
CTWM
39
Cherry Tree Wealth Management
Minnesota
$77.7K – – –
CIAS
40
Capital Investment Advisory Services
North Carolina
$51.7K – – –
DWM
41
Dogwood Wealth Management
Kansas
$45.7K -$5.13M -228,446 -99%
FRA
42
Front Row Advisors
California
$44.9K – – –
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$20.8K +$1.42K +63 +7%
AWM
44
AE Wealth Management
Kansas
$18.1K +$18.1K +805 New
Morgan Stanley
45
Morgan Stanley
New York
$14.4K – – –
HNB
46
Huntington National Bank
Ohio
$7.25K – – –
IRC
47
Investors Research Corp
Georgia
$6.96K – – –
EW
48
Element Wealth
Mississippi
$6.83K – – –
PCWA
49
Pacific Capital Wealth Advisors
California
$6.69K – – –
LFG
50
Larson Financial Group
Missouri
$5.25K +$67 +3 +1%
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