WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
15 hedge funds and large institutions have $15.2M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 0 closing their positions.
7% more funds holding
Funds holding: 14 → 15 (+1)
4% more capital invested
Capital invested by funds: $14.6M → $15.2M (+$642K)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.06M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$139K |
| 3 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$65.6K |
| 4 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$22.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$16.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$376K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$222K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$126K |
| 4 |
LPL Financial
San Diego,
California
|
-$11.3K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$574 |
AGZD Hedge Fund Activity: Q3 2016 in Review
15 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 Q3 2016, worth a combined $15.2M — up 4.4% from $14.6M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new AGZD positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Jane Street, adding an estimated $1.06M. The largest seller was Bank of America, cutting an estimated $376K.
- 15 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q3 2016, up from 14 in Q2 2016.
- Funds reported $15.2M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q3 2016, up 4.4% quarter-over-quarter.
- 1 fund opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q3 2016 and 0 closed out, a net change of +1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q3 2016 was Jane Street, an estimated $1.06M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q3 2016 was Bank of America, an estimated $376K sold.
Based on aggregated 13F filings for Q3 2016.