WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
14 hedge funds and large institutions have $9.41M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 2 closing their positions.
7% less funds holding
Funds holding: 15 → 14 (-1)
11% less capital invested
Capital invested by funds: $10.5M → $9.41M (-$1.14M)
31.12% less ownership
Funds ownership: 109.63% → 78.51% (-31%)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIC
Joel Isaacson & Co
New York
|
+$432K |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$399K |
| 3 |
LPL Financial
San Diego,
California
|
+$362K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$40.1K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$240 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.44M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$612K |
| 3 |
Jane Street
New York
|
-$170K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$80.7K |
| 5 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$20.5K |
AGZD Hedge Fund Activity: Q2 2017 in Review
14 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q2 2017, worth a combined $9.41M — down 11% from $10.5M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of AGZD and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 4 added.
The largest buyer was Joel Isaacson & Co, opening a new position worth an estimated $432K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.44M sold.
- 14 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q2 2017, down from 15 in Q1 2017.
- Funds reported $9.41M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q2 2017, down 11% quarter-over-quarter.
- 1 fund opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q2 2017 and 2 closed out, a net change of -1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q2 2017 was Joel Isaacson & Co, an estimated $432K added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q2 2017 was Susquehanna International Group, an estimated $1.44M sold.
Based on aggregated 13F filings for Q2 2017.