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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

56 hedge funds and large institutions have $96.1M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 58 → 56 (-2)

6.77% less ownership

Funds ownership: 77.27% → 70.5% (-6.8%)

8% less capital invested

Capital invested by funds: $105M → $96.1M (-$8.9M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
16
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Win Advisors
Florida
+$7.66M
2
Jane Street
Jane Street
New York
+$2.99M
3
Stifel Financial
Stifel Financial
Missouri
+$2.95M
4
OMC
Old Mission Capital
Illinois
+$1.36M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.16M
2
HighTower Advisors
HighTower Advisors
Illinois
-$3.95M
3
LPL Financial
LPL Financial
California
-$3.38M
4
AAS
Avantax Advisory Services
Texas
-$2.8M
5
Bank of America
Bank of America
North Carolina
-$1.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
26
Interactive Financial Advisors
Illinois
$468K -$9.59K -427 -2%
PAG
27
Private Advisor Group
New Jersey
$429K -$85.8K -3,821 -17%
GIA
28
Gladstone Institutional Advisory
Florida
$412K -$678K -30,208 -62%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$407K – – –
SA
30
Sovran Advisors
California
$397K +$121K +5,381 +43%
SPWG
31
Syntegra Private Wealth Group
Missouri
$390K – – –
CFD
32
Creative Financial Designs
Indiana
$355K +$25.9K +1,153 +8%
MML Investors Services
33
MML Investors Services
Massachusetts
$289K -$14.3K -635 -5%
HighTower Advisors
34
HighTower Advisors
Illinois
$285K -$3.95M -175,874 -93%
PI
35
PFG Investments
New York
$279K -$3.37K -150 -1%
Ameriprise
36
Ameriprise
Minnesota
$248K +$250K +11,110 New
TI
37
TrueMark Investments
Illinois
$246K -$192K -8,568 -44%
FTUS
38
Flow Traders U.S.
New York
$233K +$234K +10,403 New
CTWM
39
Cherry Tree Wealth Management
Minnesota
$77.3K – – –
CIAS
40
Capital Investment Advisory Services
North Carolina
$51.4K – – –
FRA
41
Front Row Advisors
California
$44.7K – – –
DWM
42
Dogwood Wealth Management
Kansas
$35.5K -$9.95K -443 -22%
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$20.6K – – –
AWM
44
AE Wealth Management
Kansas
$18K – – –
GAG
45
Goodman Advisory Group
Massachusetts
$10.9K +$11K +488 New
IRC
46
Investors Research Corp
Georgia
$6.93K – – –
LFG
47
Larson Financial Group
Missouri
$5.28K +$45 +2 +0.9%
Wells Fargo
48
Wells Fargo
California
$5.26K +$5.26K +234 +23,400%
Morgan Stanley
49
Morgan Stanley
New York
$4.87K -$9.46K -421 -66%
CAM
50
Creekmur Asset Management
Illinois
$4.87K +$45 +2 +0.9%
1
2
3

AGZD Hedge Fund Activity: Q1 2025 in Review

56 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q1 2025, worth a combined $96.1M — down 8.5% from $105M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of AGZD and 9 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 16 added.

The largest buyer was Win Advisors, adding an estimated $7.66M. The largest seller was Envestnet Asset Management, cutting an estimated $5.16M.

  • 56 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q1 2025, down from 58 in Q4 2024.
  • Funds reported $96.1M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q1 2025, down 8.5% quarter-over-quarter.
  • 9 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q1 2025 and 10 closed out, a net change of -1 holder.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q1 2025 was Win Advisors, an estimated $7.66M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q1 2025 was Envestnet Asset Management, an estimated $5.16M sold.

Based on aggregated 13F filings for Q1 2025.