WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
15 hedge funds and large institutions have $10.5M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2017 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.
9.34% more ownership
Funds ownership: 100.3% → 109.63% (+9.3%)
9% more capital invested
Capital invested by funds: $9.69M → $10.5M (+$864K)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
17% less funds holding
Funds holding: 18 → 15 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.79M |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$751K |
| 3 |
LPL Financial
San Diego,
California
|
+$173K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$156K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$134K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$810K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$605K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$354K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$154K |
| 5 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$92.5K |
AGZD Hedge Fund Activity: Q1 2017 in Review
15 of the 4,010 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q1 2017, worth a combined $10.5M — up 8.9% from $9.69M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of AGZD and 0 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 5 added.
The largest buyer was Jane Street, adding an estimated $1.79M. The largest seller was CLA (CliftonLarsonAllen) Wealth Advisors, exiting entirely with an estimated $810K sold.
- 15 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q1 2017, down from 18 in Q4 2016.
- Funds reported $10.5M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q1 2017, up 8.9% quarter-over-quarter.
- 0 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q1 2017 and 3 closed out, a net change of -3 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q1 2017 was Jane Street, an estimated $1.79M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q1 2017 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $810K sold.
Based on aggregated 13F filings for Q1 2017.