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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

Overview Fund Activity

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.

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.83M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$1.02M
3
CFA
3
Carroll Financial Associates
North Carolina
$2.86M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$294K
5
LPL Financial
5
LPL Financial
California
$973K

Top Sellers

1
PAG
1
Private Advisory Group
Washington
$0
2
IFA
2
Interactive Financial Advisors
Illinois
$337K
3
JIC
3
Joel Isaacson & Co
New York
$0
4
LNC
4
Lincoln National Corp
Pennsylvania
$232K
5
Bank of America
5
Bank of America
North Carolina
$57K
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
1
Carroll Financial Associates
North Carolina
$2.86M 59,798 +15,546 +35%
Jane Street
2
Jane Street
New York
$2.83M 59,121 +59,121 New
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.02M 21,262 +15,660 +280%
LPL Financial
4
LPL Financial
California
$973K 20,327 +3,017 +17%
SPC
5
Sigma Planning Corp
Michigan
$626K 13,086 +1,106 +9%
IFA
6
Interactive Financial Advisors
Illinois
$337K 7,034 -9,251 -57%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$294K 6,147 +6,147 New
AIM
8
Arcadia Investment Management
Michigan
$236K 4,925 -25 -0.5%
LNC
9
Lincoln National Corp
Pennsylvania
$232K 4,841 -1,812 -27%
UBS Group
10
UBS Group
Switzerland
$60K 1,245 -14 -1%
Bank of America
11
Bank of America
North Carolina
$57K 1,199 -1,476 -55%
OIA
12
OneDigital Investment Advisors
Kansas
$50K 1,050 +1,050 New
IA
13
IFP Advisors
Florida
$35K 715 – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$34K 709 -657 -48%
AG
15
Advisor Group
Arizona
$29K 601 +601 New
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$15K 312 – –
BlackRock
17
BlackRock
New York
$4K 80 – –
PAG
18
Private Advisory Group
Washington
– – -15,297 Closed
JIC
19
Joel Isaacson & Co
New York
– – -5,000 Closed
FAAS
20
First Allied Advisory Services
California
– – -200 Closed