WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
14 hedge funds and large institutions have $14.6M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2016 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
5% more capital invested
Capital invested by funds: $14M → $14.6M (+$638K)
0% more funds holding
Funds holding: 14 → 14 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$3.13M |
| 2 |
Jane Street
New York
|
+$1.02M |
| 3 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$248K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$32.6K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$18.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.37M |
| 2 |
LPL Financial
San Diego,
California
|
-$386K |
| 3 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$37.2K |
| 4 |
WEC
Winslow Evans & Crocker
Boston,
Massachusetts
|
-$7.97K |
| 5 |
AIG
American International Group
New York
|
-$6K |
AGZD Hedge Fund Activity: Q2 2016 in Review
14 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q2 2016, worth a combined $14.6M — up 4.6% from $14M a quarter earlier.
Fund positioning in AGZD was balanced in Q2 2016: 1 fund opened new positions, 1 closed out, 6 added to existing stakes and 5 trimmed.
The largest buyer was Virtu KCG Holdings, adding an estimated $3.13M. The largest seller was Bank of America, cutting an estimated $3.37M.
- 14 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q2 2016, unchanged from Q1 2016.
- Funds reported $14.6M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q2 2016, up 4.6% quarter-over-quarter.
- 1 fund opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q2 2016 and 1 closed out, a net change of 0 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q2 2016 was Virtu KCG Holdings, an estimated $3.13M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q2 2016 was Bank of America, an estimated $3.37M sold.
Based on aggregated 13F filings for Q2 2016.