We are live on ! Find out more
AGZD icon

WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

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.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

7% more funds holding

Funds holding: 54 → 58 (+4)

0.42% more ownership

Funds ownership: 76.86% → 77.27% (+0.42%)

21% less capital invested

Capital invested by funds: $133M → $105M (-$27.6M)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.76%
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

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.45M
2
AAS
Avantax Advisory Services
Texas
+$2.8M
3
SC
Sykon Capital
New York
+$2.12M
4
TC
Trilogy Capital
California
+$983K
5
PAS
Park Avenue Securities
New York
+$915K

Top Sellers

Rank Fund Capital Flow
1
MWM
Modern Wealth Management
Kansas
-$18.6M
2
WA
Win Advisors
Florida
-$9.38M
3
DWM
Dogwood Wealth Management
Kansas
-$5.13M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.88M
5
AAS
Ameritas Advisory Services
Nebraska
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$442K +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 +$282K +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 +$1.41K +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%
1
2
3

AGZD Hedge Fund Activity: Q4 2024 in Review

58 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q4 2024, worth a combined $105M — down 21% from $133M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new AGZD positions and 11 closed out — a net gain of 4 holders — while 13 added to existing stakes and 19 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.45M. The largest seller was Modern Wealth Management, cutting an estimated $18.6M.

  • 58 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q4 2024, up from 54 in Q3 2024.
  • Funds reported $105M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q4 2024, down 21% quarter-over-quarter.
  • 15 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q4 2024 and 11 closed out, a net change of +4 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q4 2024 was Envestnet Asset Management, an estimated $5.45M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q4 2024 was Modern Wealth Management, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2024.