WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
16 hedge funds and large institutions have $44.5M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 0 closing their positions.
23% more funds holding
Funds holding: 13 → 16 (+3)
9% less capital invested
Capital invested by funds: $48.7M → $44.5M (-$4.27M)
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.3M |
| 3 |
AIM
Arcadia Investment Management
Kalamazoo,
Michigan
|
+$485K |
| 4 |
AIG
American International Group
New York
|
+$78.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$57.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.99M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.69M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$955K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$260K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$185K |
AGZD Hedge Fund Activity: Q2 2015 in Review
16 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q2 2015, worth a combined $44.5M — down 8.8% from $48.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AGZD positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 8 trimmed.
The largest buyer was Bank of America, adding an estimated $1.6M. The largest seller was Jane Street, cutting an estimated $3.99M.
- 16 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q2 2015, up from 13 in Q1 2015.
- Funds reported $44.5M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q2 2015, down 8.8% quarter-over-quarter.
- 3 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q2 2015 and 0 closed out, a net change of +3 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q2 2015 was Bank of America, an estimated $1.6M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q2 2015 was Jane Street, an estimated $3.99M sold.
Based on aggregated 13F filings for Q2 2015.