WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
15 hedge funds and large institutions have $50.3M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
25% more funds holding
Funds holding: 12 → 15 (+3)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
2% less capital invested
Capital invested by funds: $51.3M → $50.3M (-$917K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$1.33M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$241K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$177K |
| 4 |
Jane Street
New York
|
+$174K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
+$108K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$1.83M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$517K |
| 3 |
LPL Financial
San Diego,
California
|
-$356K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$25.4K |
| 5 |
PTC
Private Trust Company
Cleveland,
Ohio
|
-$10K |
AGZD Hedge Fund Activity: Q4 2014 in Review
15 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q4 2014, worth a combined $50.3M — down 1.8% from $51.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AGZD positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Morningstar Investment Services, adding an estimated $1.33M. The largest seller was Virtu KCG Holdings, cutting an estimated $1.83M.
- 15 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q4 2014, up from 12 in Q3 2014.
- Funds reported $50.3M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q4 2014, down 1.8% quarter-over-quarter.
- 6 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q4 2014 and 2 closed out, a net change of +4 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q4 2014 was Morningstar Investment Services, an estimated $1.33M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q4 2014 was Virtu KCG Holdings, an estimated $1.83M sold.
Based on aggregated 13F filings for Q4 2014.