WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
15 hedge funds and large institutions have $13.1M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.
436% more capital inflows, than outflows
Capital inflows: $4.5M | Capital outflows: $840K
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
15.26% more ownership
Funds ownership: 39.26% → 54.52% (+15%)
7% more funds holding
Funds holding: 14 → 15 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.72M |
| 2 |
Virtu Financial
New York
|
+$426K |
| 3 |
Carroll Financial Associates
Charlotte,
North Carolina
|
+$262K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$78.6K |
| 5 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$13.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$302K |
| 2 |
LPL Financial
San Diego,
California
|
-$210K |
| 3 |
Joel Isaacson & Co
New York
|
-$192K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$95.7K |
| 5 |
Winslow Evans & Crocker
Boston,
Massachusetts
|
-$38.4K |
AGZD Hedge Fund Activity: Q3 2017 in Review
15 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q3 2017, worth a combined $13.1M — up 39% from $9.41M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new AGZD positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Jane Street, adding an estimated $3.72M. The largest seller was Bank of America, cutting an estimated $302K.
- 15 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q3 2017, up from 14 in Q2 2017.
- Funds reported $13.1M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q3 2017, up 39% quarter-over-quarter.
- 2 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q3 2017 and 1 closed out, a net change of +1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q3 2017 was Jane Street, an estimated $3.72M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q3 2017 was Bank of America, an estimated $302K sold.
Based on aggregated 13F filings for Q3 2017.