WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
AGZD
56 hedge funds and large institutions have $131M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more ownership
Funds ownership: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less capital invested
Capital invested by funds: $ → $
15% less funds holding
Funds holding: 66 → 56 (-10)
71% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 14
Holders
56
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$11.4M | |
| 2 | +$3.7M | |
| 3 | +$1.69M | |
| 4 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
+$1.25M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$647K |
Top Sellers
| 1 | -$7.7M | |
| 2 | -$3.3M | |
| 3 | -$3.08M | |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.62M |
| 5 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
-$2.21M |