WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
56 hedge funds and large institutions have $96.1M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 10 closing their positions.
3% less funds holding
Funds holding: 58 → 56 (-2)
6.77% less ownership
Funds ownership: 77.27% → 70.5% (-6.8%)
8% less capital invested
Capital invested by funds: $105M → $96.1M (-$8.9M)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$7.66M |
| 2 |
Jane Street
New York
|
+$2.99M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$2.95M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.36M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.16M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$3.95M |
| 3 |
LPL Financial
San Diego,
California
|
-$3.38M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$2.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.89M |
AGZD Hedge Fund Activity: Q1 2025 in Review
56 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q1 2025, worth a combined $96.1M — down 8.5% from $105M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of AGZD and 9 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 16 added.
The largest buyer was Win Advisors, adding an estimated $7.66M. The largest seller was Envestnet Asset Management, cutting an estimated $5.16M.
- 56 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q1 2025, down from 58 in Q4 2024.
- Funds reported $96.1M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q1 2025, down 8.5% quarter-over-quarter.
- 9 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q1 2025 and 10 closed out, a net change of -1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q1 2025 was Win Advisors, an estimated $7.66M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q1 2025 was Envestnet Asset Management, an estimated $5.16M sold.
Based on aggregated 13F filings for Q1 2025.