WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
14 hedge funds and large institutions have $14M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 0 closing their positions.
27% more funds holding
Funds holding: 11 → 14 (+3)
21% more capital invested
Capital invested by funds: $11.5M → $14M (+$2.42M)
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.91M |
| 2 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$1.03M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$762K |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$88K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$15.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.83M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$290K |
| 3 |
AIM
Arcadia Investment Management
Kalamazoo,
Michigan
|
-$56.9K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$53.1K |
| 5 |
LPL Financial
San Diego,
California
|
-$29.6K |
AGZD Hedge Fund Activity: Q1 2016 in Review
14 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q1 2016, worth a combined $14M — up 21% from $11.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AGZD positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 8 trimmed.
The largest buyer was Jane Street, adding an estimated $2.91M. The largest seller was Bank of America, cutting an estimated $1.83M.
- 14 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q1 2016, up from 11 in Q4 2015.
- Funds reported $14M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q1 2016, up 21% quarter-over-quarter.
- 3 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q1 2016 and 0 closed out, a net change of +3 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q1 2016 was Jane Street, an estimated $2.91M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q1 2016 was Bank of America, an estimated $1.83M sold.
Based on aggregated 13F filings for Q1 2016.