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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

3 hedge funds and large institutions have $1.07M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 23 (+1)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

50% less capital invested

Capital invested by funds: $2.14M → $1.07M (-$1.07M)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

Rank Fund Capital Flow
1
VKH
Virtu KCG Holdings
New York
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
1
Virtu KCG Holdings
New York
$974K -$1.1M -43,854 -53%
Bank of America
2
Bank of America
North Carolina
$94K +$23.2K +928 +33%
TRCT
3
Tower Research Capital (TRC)
New York
$2K +$2K +80 New

AGZD Hedge Fund Activity: Q2 2014 in Review

3 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q2 2014, worth a combined $1.07M — down 50% from $2.14M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new AGZD positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Bank of America, adding an estimated $23.2K. The largest seller was Virtu KCG Holdings, cutting an estimated $1.1M.

  • 3 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q2 2014, up from 2 in Q1 2014.
  • Funds reported $1.07M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q2 2014, down 50% quarter-over-quarter.
  • 1 fund opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q2 2014 and 0 closed out, a net change of +1 holder.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q2 2014 was Bank of America, an estimated $23.2K added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q2 2014 was Virtu KCG Holdings, an estimated $1.1M sold.

Based on aggregated 13F filings for Q2 2014.