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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.

New
Increased
Maintained
Reduced
Closed

4,691% more capital invested

Capital invested by funds: $1.07M → $51.3M (+$50.2M)

300% more funds holding

Funds holding: 3 → 12 (+9)

Holders
12
Holders Change
+9
Holders Change %
+300%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
3
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MIS
Morningstar Investment Services
Illinois
+$27.4M
2
LPL Financial
LPL Financial
California
+$17.1M
3
VKH
Virtu KCG Holdings
New York
+$1.45M
4
PAG
Private Advisor Group
New Jersey
+$1.36M
5
BCM
Brookstone Capital Management
Illinois
+$1.2M

Top Sellers

No sellers this quarter

AGZD Hedge Fund Activity: Q3 2014 in Review

12 of the 3,455 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.