WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
45 hedge funds and large institutions have $239M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 8 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
50% more capital invested
Capital invested by funds: $159M → $239M (+$79.9M)
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
17.32% more ownership
Funds ownership: 133.76% → 151.08% (+17%)
7% more funds holding
Funds holding: 42 → 45 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$24.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$22.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$9.99M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$8.44M |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$8.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$6.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.54M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$2.02M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$1.7M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Jane Street
New York
| – | -$591K | -25,342 | Closed |
|
|
LG
52
Leuthold Group
Minneapolis,
Minnesota
| – | -$241K | -10,344 | Closed |
|
53
Rockefeller Capital Management
New York
| – | -$9K | -416 | Closed |
|
AGZD Hedge Fund Activity: Q1 2022 in Review
45 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q1 2022, worth a combined $239M — up 50% from $159M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AGZD positions and 8 closed out — a net gain of 4 holders — while 17 added to existing stakes and 11 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $24.8M. The largest seller was Freedom Investment Management, cutting an estimated $6.1M.
- 45 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q1 2022, up from 42 in Q4 2021.
- Funds reported $239M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q1 2022, up 50% quarter-over-quarter.
- 12 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q1 2022 and 8 closed out, a net change of +4 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q1 2022 was AE Wealth Management, an estimated $24.8M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q1 2022 was Freedom Investment Management, an estimated $6.1M sold.
Based on aggregated 13F filings for Q1 2022.