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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

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

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.05% more ownership

Funds ownership: 77.13%79.18% (+2.1%)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

5% less capital invested

Capital invested by funds: $138M → $131M (-$7.09M)

15% less funds holding

Funds holding: 6656 (-10)

71% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 14

Holders
56
Holders Change
-10
Holders Change %
-15.15%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
23
Reduced
22
Closed
14
Calls
Puts
Net Calls
Net Calls Change

AGZD Hedge Fund Activity: Q1 2024 in Review

56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q1 2024, worth a combined $131M — down 5.1% from $138M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of AGZD and 4 opened new positions — a net loss of 10 holders — while 22 trimmed existing stakes and 23 added.

The largest buyer was Win Advisors, opening a new position worth an estimated $11.4M. The largest seller was Jane Street, cutting an estimated $7.68M.

  • 56 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q1 2024, down from 66 in Q4 2023.
  • Funds reported $131M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q1 2024, down 5.1% quarter-over-quarter.
  • 4 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q1 2024 and 14 closed out, a net change of -10 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q1 2024 was Win Advisors, an estimated $11.4M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q1 2024 was Jane Street, an estimated $7.68M sold.

Based on aggregated 13F filings for Q1 2024.