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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

59 hedge funds and large institutions have $261M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

9% more funds holding

Funds holding: 54 → 59 (+5)

10.39% less ownership

Funds ownership: 156.21% → 145.83% (-10%)

13% less capital invested

Capital invested by funds: $301M → $261M (-$40.2M)

17% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 24

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
9
Increased
20
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$5.96M
2
SA
SAM Advisors
California
+$3.53M
3
SOS
Silver Oak Securities
Tennessee
+$1.67M
4
QA
Quantitative Advantage
Minnesota
+$1.34M
5
Osaic Holdings
Osaic Holdings
Arizona
+$963K

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$23.9M
2
Jane Street
Jane Street
New York
-$8.54M
3
LPL Financial
LPL Financial
California
-$5.41M
4
Stifel Financial
Stifel Financial
Missouri
-$5.19M
5
WP
WealthShield Partners
North Carolina
-$2.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
51
Rain Capital Management
Oregon
$100K +$688 +30 +0.7%
FRA
52
Front Row Advisors
California
$70K -$459 -20 -0.6%
WPWM
53
Western Pacific Wealth Management
Illinois
$29K – – –
PTC
54
Private Trust Company
Ohio
$10K +$8.9K +388 +571%
HNB
55
Huntington National Bank
Ohio
$9K – – –
IRC
56
Investors Research Corp
Georgia
$7K +$7.11K +310 New
FWP
57
FAS Wealth Partners
Kansas
$3K +$2.66K +116 New
FGAM
58
Financial Gravity Asset Management
Texas
$2.47K – – –
GWM
59
Geneos Wealth Management
Colorado
$2K +$2.61K +114 New
AWM
60
AE Wealth Management
Kansas
– -$23.9M -1,047,056 Closed
OMC
61
Old Mission Capital
Illinois
– -$2.12M -93,154 Closed
PFS
62
Prospera Financial Services
Texas
– -$25K -1,100 Closed
1 2
3

AGZD Hedge Fund Activity: Q3 2022 in Review

59 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q3 2022, worth a combined $261M — down 13% from $301M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AGZD positions and 4 closed out — a net gain of 5 holders — while 20 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $5.96M. The largest seller was AE Wealth Management, exiting entirely with an estimated $23.9M sold.

  • 59 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q3 2022, up from 54 in Q2 2022.
  • Funds reported $261M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q3 2022, down 13% quarter-over-quarter.
  • 9 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q3 2022 and 4 closed out, a net change of +5 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q3 2022 was Bank of America, an estimated $5.96M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q3 2022 was AE Wealth Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2022.