WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
AGZD
59 hedge funds and large institutions have $173M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
15% less capital invested
Capital invested by funds: $204M → $173M (-$30.4M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Holders
59
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$8.27M | |
| 2 | +$4.29M | |
| 3 | +$1.75M | |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$1.15M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$820K |
Top Sellers
| 1 | -$16.3M | |
| 2 | -$15.5M | |
| 3 | -$5.27M | |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.85M |
| 5 |
BWM
BlackDiamond Wealth Management
New York
|
-$2.28M |