WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
54 hedge funds and large institutions have $135M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 7 closing their positions.
4% less funds holding
Funds holding: 56 → 54 (-2)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
19% less capital invested
Capital invested by funds: $167M → $135M (-$32.5M)
21% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 24
89.93% less ownership
Funds ownership: 157.12% → 67.19% (-90%)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$4.89M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.81M |
| 3 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
+$2.34M |
| 4 |
SC
Sykon Capital
Harrison,
New York
|
+$1.84M |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$14.3M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$9.63M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$7.95M |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$4.07M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNB
51
Huntington National Bank
Columbus,
Ohio
| $9.22K | – | – | – |
|
|
IRC
52
Investors Research Corp
Atlanta,
Georgia
| $6.87K | – | – | – |
|
53
Fidelity Investments
Boston,
Massachusetts
| $2.46K | +$2.42K | +109 | +5,450% |
|
|
FGAM
54
Financial Gravity Asset Management
Lakeway,
Texas
| $1.04K | -$909 | -41 | -47% |
|
55
Wells Fargo
San Francisco,
California
| $25 | -$22 | -1 | -50% |
|
|
DADC
56
D.A. Davidson & Co
Great Falls,
Montana
| – | -$9.63M | -435,390 | Closed |
|
|
IA
57
IFP Advisors
Tampa,
Florida
| – | -$7.95M | -359,578 | Closed |
|
|
58
Citadel Advisors
Miami,
Florida
| – | -$1.97M | -89,244 | Closed |
|
|
NWM
59
NEIRG Wealth Management
North Andover,
Massachusetts
| – | -$355K | -16,068 | Closed |
|
|
SCA
60
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$20.6K | -930 | Closed |
|
|
IGWM
61
ICA Group Wealth Management
Denver,
Colorado
| – | -$15.2K | -688 | Closed |
|
62
Morgan Stanley
New York
| – | -$44 | -2 | Closed |
|
AGZD Hedge Fund Activity: Q3 2023 in Review
54 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q3 2023, worth a combined $135M — down 19% from $167M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of AGZD and 6 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 19 added.
The largest buyer was World Equity Group, opening a new position worth an estimated $4.89M. The largest seller was Jane Street, cutting an estimated $14.3M.
- 54 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q3 2023, down from 56 in Q2 2023.
- Funds reported $135M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q3 2023, down 19% quarter-over-quarter.
- 6 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q3 2023 and 7 closed out, a net change of -1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q3 2023 was World Equity Group, an estimated $4.89M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q3 2023 was Jane Street, an estimated $14.3M sold.
Based on aggregated 13F filings for Q3 2023.