WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
48 hedge funds and large institutions have $58.8M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
2% more funds holding
Funds holding: 47 → 48 (+1)
1.69% more ownership
Funds ownership: 63.68% → 65.37% (+1.7%)
6% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 16
3% less capital invested
Capital invested by funds: $60.9M → $58.8M (-$2.09M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.67M |
| 2 |
SC
Sykon Capital
Harrison,
New York
|
+$1.26M |
| 3 |
LPL Financial
San Diego,
California
|
+$994K |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$901K |
| 5 |
Goldman Sachs
New York
|
+$830K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.66M |
| 2 |
Jane Street
New York
|
-$2.99M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$1.58M |
| 4 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$867K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$767K |
AGZD Hedge Fund Activity: Q4 2025 in Review
48 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q4 2025, worth a combined $58.8M — down 3.4% from $60.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AGZD positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 16 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $5.67M. The largest seller was Bank of America, cutting an estimated $5.66M.
- 48 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q4 2025, up from 47 in Q3 2025.
- Funds reported $58.8M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q4 2025, down 3.4% quarter-over-quarter.
- 7 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q4 2025 and 5 closed out, a net change of +2 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q4 2025 was Envestnet Asset Management, an estimated $5.67M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q4 2025 was Bank of America, an estimated $5.66M sold.
Based on aggregated 13F filings for Q4 2025.