WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
54 hedge funds and large institutions have $133M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 9 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less capital invested
Capital invested by funds: $139M → $133M (-$6.65M)
1.73% less ownership
Funds ownership: 78.59% → 76.86% (-1.7%)
5% less funds holding
Funds holding: 57 → 54 (-3)
32% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 22
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$3.4M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
+$2.71M |
| 3 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$2.1M |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$1.84M |
| 5 |
DWM
Dogwood Wealth Management
Lenexa,
Kansas
|
+$348K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
-$3.08M |
| 2 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$2.26M |
| 3 |
SC
Sykon Capital
Harrison,
New York
|
-$1.9M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.75M |
| 5 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$1.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
51
Anfield Capital Management
Irvine,
California
| $2.69K | +$2.67K | +120 | New |
|
|
SIS
52
Sound Income Strategies
Ft Lauderdale,
Florida
| $1.57K | – | – | – |
|
|
TRCT
53
Tower Research Capital (TRC)
New York
| $471 | +$467 | +21 | New |
|
54
Wells Fargo
San Francisco,
California
| $27 | – | – | – |
|
|
CAL
55
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$1.37M | -61,348 | Closed |
|
|
OMC
56
Old Mission Capital
Chicago,
Illinois
| – | -$1.29M | -58,054 | Closed |
|
|
EAM
57
Empirical Asset Management
Wellesley,
Massachusetts
| – | -$568K | -25,452 | Closed |
|
|
RFN
58
RDA Financial Network
Akron,
Iowa
| – | -$501K | -22,484 | Closed |
|
59
MML Investors Services
Springfield,
Massachusetts
| – | -$371K | -16,629 | Closed |
|
60
Focus Partners Wealth
Boston,
Massachusetts
| – | -$284K | -12,713 | Closed |
|
|
MG
61
Mather Group
Chicago,
Illinois
| – | -$42.8K | -1,937 | Closed |
|
62
Fidelity Investments
Boston,
Massachusetts
| – | -$22 | -1 | Closed |
|
AGZD Hedge Fund Activity: Q3 2024 in Review
54 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q3 2024, worth a combined $133M — down 4.8% from $139M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of AGZD and 6 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 15 added.
The largest buyer was WBI Investments, opening a new position worth an estimated $3.4M. The largest seller was Goodman Advisory Group, cutting an estimated $3.08M.
- 54 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q3 2024, down from 57 in Q2 2024.
- Funds reported $133M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q3 2024, down 4.8% quarter-over-quarter.
- 6 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q3 2024 and 9 closed out, a net change of -3 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q3 2024 was WBI Investments, an estimated $3.4M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q3 2024 was Goodman Advisory Group, an estimated $3.08M sold.
Based on aggregated 13F filings for Q3 2024.