WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
15 hedge funds and large institutions have $14.7M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
6% less funds holding
Funds holding: 16 → 15 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
67% less capital invested
Capital invested by funds: $44.5M → $14.7M (-$29.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.14M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.73M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$1.38M |
| 4 |
Jane Street
New York
|
+$1.24M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$990K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$25.2M |
| 2 |
LPL Financial
San Diego,
California
|
-$11.6M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.29M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.03M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$580K |
AGZD Hedge Fund Activity: Q3 2015 in Review
15 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q3 2015, worth a combined $14.7M — down 67% from $44.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of AGZD and 4 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 6 added.
The largest buyer was Bank of America, adding an estimated $5.14M. The largest seller was Morningstar Investment Services, exiting entirely with an estimated $25.2M sold.
- 15 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q3 2015, down from 16 in Q2 2015.
- Funds reported $14.7M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q3 2015, down 67% quarter-over-quarter.
- 4 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q3 2015 and 5 closed out, a net change of -1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q3 2015 was Bank of America, an estimated $5.14M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q3 2015 was Morningstar Investment Services, an estimated $25.2M sold.
Based on aggregated 13F filings for Q3 2015.