WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
AGZD
58 hedge funds and large institutions have $105M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
32% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 19
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
58
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$5.45M | |
| 2 | +$2.8M | |
| 3 | +$2.12M | |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
+$983K |
| 5 |
PAS
Park Avenue Securities
New York
|
+$916K |
Top Sellers
| 1 | -$18.6M | |
| 2 | -$9.39M | |
| 3 | -$5.13M | |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.88M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.86M |