WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
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
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$5.92M | |
| 2 | +$3.51M | |
| 3 | +$1.33M | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$959K |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$806K |
Top Sellers
| 1 | -$23.9M | |
| 2 | -$8.49M | |
| 3 | -$5.37M | |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$5.16M |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$2.25M |