AGZD icon

WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

Overview Fund Activity

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.

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCWA
1
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$810K
2
SPC
2
Sigma Planning Corp
Michigan
$348K
3
CFA
3
Carroll Financial Associates
North Carolina
$750K
4
LPL Financial
4
LPL Financial
California
$373K
5
Bank of America
5
Bank of America
North Carolina
$559K

Top Sellers

1
VKH
1
Virtu KCG Holdings
New York
$605K
2
Jane Street
2
Jane Street
New York
$2.12M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.81M
4
IFA
4
Interactive Financial Advisors
Illinois
$887K
5
AIM
5
Arcadia Investment Management
Michigan
$245K
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$2.12M 43,881 -67,307 -61%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.81M 37,354 -7,239 -16%
IFA
3
Interactive Financial Advisors
Illinois
$887K 18,362 -3,001 -14%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$871K 18,043 – –
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$810K 16,777 +16,777 New
CFA
6
Carroll Financial Associates
North Carolina
$750K 15,547 +5,527 +55%
VKH
7
Virtu KCG Holdings
New York
$605K 12,528 -74,790 -86%
Bank of America
8
Bank of America
North Carolina
$559K 11,569 +2,583 +29%
LPL Financial
9
LPL Financial
California
$373K 7,733 +2,600 +51%
SPC
10
Sigma Planning Corp
Michigan
$348K 7,213 +7,213 New
AIM
11
Arcadia Investment Management
Michigan
$245K 5,080 -1,020 -17%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$207K 4,292 +1,381 +47%
WEC
13
Winslow Evans & Crocker
Massachusetts
$38.6K 800 – –
IA
14
IFP Advisors
Florida
$35K 715 – –
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$15K 312 +312 New
UBS Group
16
UBS Group
Switzerland
$7K 155 -545 -78%
AG
17
Advisor Group
Arizona
$6K 129 – –
TRCT
18
Tower Research Capital (TRC)
New York
$5K 100 -300 -75%