WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
18 hedge funds and large institutions have $9.69M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and closing their positions.
100.3% more ownership
Funds ownership: 0% → 100.3% (+100%)
20% more funds holding
Funds holding: 15 → 18 (+3)
36% less capital invested
Capital invested by funds: $15.2M → $9.69M (-$5.55M)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$805K |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$346K |
| 3 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$265K |
| 4 |
LPL Financial
San Diego,
California
|
+$125K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$124K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$3.59M |
| 2 |
Jane Street
New York
|
-$3.23M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$347K |
| 4 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$144K |
| 5 |
AIM
Arcadia Investment Management
Kalamazoo,
Michigan
|
-$49K |
AGZD Hedge Fund Activity: Q4 2016 in Review
18 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q4 2016, worth a combined $9.69M — down 36% from $15.2M 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 7 trimmed.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, opening a new position worth an estimated $805K. The largest seller was Virtu KCG Holdings, cutting an estimated $3.59M.
- 18 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q4 2016, up from 15 in Q3 2016.
- Funds reported $9.69M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q4 2016, down 36% quarter-over-quarter.
- 3 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q4 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 Q4 2016 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $805K added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q4 2016 was Virtu KCG Holdings, an estimated $3.59M sold.
Based on aggregated 13F filings for Q4 2016.