WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
19 hedge funds and large institutions have $11M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
13% more capital invested
Capital invested by funds: $9.69M → $11M (+$1.29M)
12% more funds holding
Funds holding: 17 → 19 (+2)
0.37% less ownership
Funds ownership: 57.84% → 57.47% (-0.37%)
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.89M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$480K |
| 3 |
VF
Virtu Financial
New York
|
+$240K |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$136K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$110K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.86M |
| 2 |
LPL Financial
San Diego,
California
|
-$263K |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$232K |
| 4 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$129K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$27.8K |
AGZD Hedge Fund Activity: Q2 2018 in Review
19 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q2 2018, worth a combined $11M — up 13% from $9.69M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AGZD positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 7 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.89M. The largest seller was Jane Street, cutting an estimated $1.86M.
- 19 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q2 2018, up from 17 in Q1 2018.
- Funds reported $11M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q2 2018, up 13% quarter-over-quarter.
- 3 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q2 2018 and 1 closed out, a net change of +2 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q2 2018 was Susquehanna International Group, an estimated $2.89M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q2 2018 was Jane Street, an estimated $1.86M sold.
Based on aggregated 13F filings for Q2 2018.