WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
17 hedge funds and large institutions have $9.69M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 3 closing their positions.
49% more capital invested
Capital invested by funds: $6.48M → $9.69M (+$3.21M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
6% more funds holding
Funds holding: 16 → 17 (+1)
4.27% more ownership
Funds ownership: 53.57% → 57.84% (+4.3%)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.85M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$755K |
| 3 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$749K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$296K |
| 5 |
LPL Financial
San Diego,
California
|
+$145K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$741K |
| 2 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$446K |
| 3 |
JIC
Joel Isaacson & Co
New York
|
-$242K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$87.3K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$71.2K |
AGZD Hedge Fund Activity: Q1 2018 in Review
17 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q1 2018, worth a combined $9.69M — up 49% from $6.48M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AGZD positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 6 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $2.85M. The largest seller was Private Advisory Group, exiting entirely with an estimated $741K sold.
- 17 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q1 2018, up from 16 in Q4 2017.
- Funds reported $9.69M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q1 2018, up 49% quarter-over-quarter.
- 4 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q1 2018 and 3 closed out, a net change of +1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q1 2018 was Jane Street, an estimated $2.85M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q1 2018 was Private Advisory Group, an estimated $741K sold.
Based on aggregated 13F filings for Q1 2018.