WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
12 hedge funds and large institutions have $51.3M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and closing their positions.
4,691% more capital invested
Capital invested by funds: $1.07M → $51.3M (+$50.2M)
300% more funds holding
Funds holding: 3 → 12 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$27.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$17.1M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$1.45M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.36M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.2M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIS
1
Morningstar Investment Services
Chicago,
Illinois
| $27.3M | +$27.4M | +1,097,540 | New |
|
|
2
LPL Financial
San Diego,
California
| $17M | +$17.1M | +685,236 | New |
|
|
VKH
3
Virtu KCG Holdings
New York
| $2.42M | +$1.45M | +58,310 | +149% |
|
|
PAG
4
Private Advisor Group
Morristown,
New Jersey
| $1.36M | +$1.36M | +54,594 | New |
|
|
BCM
5
Brookstone Capital Management
Wheaton,
Illinois
| $1.2M | +$1.2M | +48,260 | New |
|
6
Jane Street
New York
| $684K | +$685K | +27,472 | New |
|
7
Envestnet Asset Management
Chicago,
Illinois
| $517K | +$517K | +20,744 | New |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $496K | +$497K | +19,928 | New |
|
9
Bank of America
Charlotte,
North Carolina
| $203K | +$109K | +4,370 | +116% |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $19K | +$16.9K | +676 | +845% |
|
|
PTC
11
Private Trust Company
Cleveland,
Ohio
| $10K | +$10.3K | +412 | New |
|
|
U
12
UBS
Zurich,
Switzerland
| $5K | +$5.49K | +220 | New |
|
AGZD Hedge Fund Activity: Q3 2014 in Review
12 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q3 2014, worth a combined $51.3M — up 4,691% from $1.07M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AGZD positions and 0 closed out — a net gain of 9 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Morningstar Investment Services, opening a new position worth an estimated $27.4M.
- 12 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q3 2014, up from 3 in Q2 2014.
- Funds reported $51.3M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q3 2014, up 4,691% quarter-over-quarter.
- 9 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q3 2014 and 0 closed out, a net change of +9 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q3 2014 was Morningstar Investment Services, an estimated $27.4M added.
Based on aggregated 13F filings for Q3 2014.