WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
16 hedge funds and large institutions have $6.48M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
7% more funds holding
Funds holding: 15 → 16 (+1)
50% less capital invested
Capital invested by funds: $13.1M → $6.48M (-$6.61M)
55.47% less ownership
Funds ownership: 109.04% → 53.57% (-55%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$738K |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$321K |
| 3 |
LPL Financial
San Diego,
California
|
+$136K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$73.4K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$60.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.44M |
| 2 |
VF
Virtu Financial
New York
|
-$426K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$78.8K |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$33.3K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$26.5K |
AGZD Hedge Fund Activity: Q4 2017 in Review
16 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q4 2017, worth a combined $6.48M — down 50% from $13.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AGZD positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Private Advisory Group, opening a new position worth an estimated $738K. The largest seller was Jane Street, exiting entirely with an estimated $7.44M sold.
- 16 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q4 2017, up from 15 in Q3 2017.
- Funds reported $6.48M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q4 2017, down 50% quarter-over-quarter.
- 3 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q4 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 Q4 2017 was Private Advisory Group, an estimated $738K added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q4 2017 was Jane Street, an estimated $7.44M sold.
Based on aggregated 13F filings for Q4 2017.