WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
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.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
less funds holding
Funds holding: →
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
Holders
54
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$3.42M | |
| 2 | +$2.72M | |
| 3 | +$2.11M | |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$1.86M |
| 5 |
DWM
Dogwood Wealth Management
Lenexa,
Kansas
|
+$351K |
Top Sellers
| 1 | -$3.1M | |
| 2 | -$2.27M | |
| 3 | -$1.92M | |
| 4 |
LPL Financial
San Diego,
California
|
-$1.76M |
| 5 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$1.37M |