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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

48 hedge funds and large institutions have $58.8M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

2% more funds holding

Funds holding: 47 → 48 (+1)

1.69% more ownership

Funds ownership: 63.68% → 65.37% (+1.7%)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

3% less capital invested

Capital invested by funds: $60.9M → $58.8M (-$2.09M)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.67M
2
SC
Sykon Capital
New York
+$1.26M
3
LPL Financial
LPL Financial
California
+$994K
4
ML
McAdam LLC
Pennsylvania
+$901K
5
Goldman Sachs
Goldman Sachs
New York
+$830K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$5.66M
2
Jane Street
Jane Street
New York
-$2.99M
3
Mariner
Mariner
Kansas
-$1.58M
4
WA
Win Advisors
Florida
-$867K
5
Citadel Advisors
Citadel Advisors
Florida
-$767K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$392K +$337K +14,999 +621%
BLWM
27
Bucket List Wealth Management
Florida
$386K +$386K +17,180 New
PAG
28
Private Advisor Group
New Jersey
$329K -$22.2K -985 -6%
IFA
29
Interactive Financial Advisors
Illinois
$306K -$22K -980 -7%
PAS
30
Park Avenue Securities
New York
$268K +$268K +11,927 New
Citadel Advisors
31
Citadel Advisors
Florida
$247K -$767K -34,089 -76%
HighTower Advisors
32
HighTower Advisors
Illinois
$222K +$5.15K +229 +2%
KAS
33
Kestra Advisory Services
Texas
$181K +$181K +8,055 New
JP Morgan Chase
34
JP Morgan Chase
New York
$139K +$39.8K +1,770 +40%
CTWM
35
Cherry Tree Wealth Management
Minnesota
$72.7K -$5.04K -224 -6%
CIAS
36
Capital Investment Advisory Services
North Carolina
$51.7K – – –
FRA
37
Front Row Advisors
California
$26.1K – – –
AWM
38
AE Wealth Management
Kansas
$21.8K +$4K +178 +22%
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$20.8K – – –
HI
40
Horizon Investments
North Carolina
$19.6K +$4.75K +211 +32%
DWM
41
Dogwood Wealth Management
Kansas
$18.6K – – –
Comerica Bank
42
Comerica Bank
Texas
$15.5K +$15.5K +690 New
LFG
43
Larson Financial Group
Missouri
$5.48K +$67 +3 +1%
GSWM
44
Golden State Wealth Management
California
$3.73K – – –
CIA
45
Cape Investment Advisory
Georgia
$945 – – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$337 +$315 +14 +1,400%
Morgan Stanley
47
Morgan Stanley
New York
$23 -$4.9K -218 -100%
Wells Fargo
48
Wells Fargo
California
$20 – – –
Jane Street
49
Jane Street
New York
– -$2.99M -133,025 Closed
Mariner
50
Mariner
Kansas
– -$1.58M -70,059 Closed
1
2
3

AGZD Hedge Fund Activity: Q4 2025 in Review

48 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q4 2025, worth a combined $58.8M — down 3.4% from $60.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AGZD positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.67M. The largest seller was Bank of America, cutting an estimated $5.66M.

  • 48 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q4 2025, up from 47 in Q3 2025.
  • Funds reported $58.8M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q4 2025, down 3.4% quarter-over-quarter.
  • 7 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q4 2025 and 5 closed out, a net change of +2 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q4 2025 was Envestnet Asset Management, an estimated $5.67M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q4 2025 was Bank of America, an estimated $5.66M sold.

Based on aggregated 13F filings for Q4 2025.