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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

Overview Fund Activity

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.

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.87M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$478K
3
VF
3
Virtu Financial
New York
$239K
4
CFA
4
Carroll Financial Associates
North Carolina
$2.99M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$403K

Top Sellers

1
Jane Street
1
Jane Street
New York
$969K
2
LPL Financial
2
LPL Financial
California
$709K
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
IFA
4
Interactive Financial Advisors
Illinois
$208K
5
UBS Group
5
UBS Group
Switzerland
$32K
Name Market Value Shares Shares
Change 		Shares
Change %
CFA
1
Carroll Financial Associates
North Carolina
$2.99M 62,625 +2,827 +5%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.87M 60,166 +60,166 New
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.02M 21,262 – –
Jane Street
4
Jane Street
New York
$969K 20,294 -38,827 -66%
LPL Financial
5
LPL Financial
California
$709K 14,837 -5,490 -27%
SPC
6
Sigma Planning Corp
Michigan
$617K 12,928 -158 -1%
AIP
7
Almanack Investment Partners
Pennsylvania
$478K 10,000 +10,000 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$403K 8,439 +2,292 +37%
VF
9
Virtu Financial
New York
$239K 4,994 +4,994 New
AIM
10
Arcadia Investment Management
Michigan
$235K 4,925 – –
IFA
11
Interactive Financial Advisors
Illinois
$208K 4,349 -2,685 -38%
Bank of America
12
Bank of America
North Carolina
$52K 1,099 -100 -8%
OIA
13
OneDigital Investment Advisors
Kansas
$50K 1,050 – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$41K 856 +147 +21%
IA
15
IFP Advisors
Florida
$34K 715 – –
UBS Group
16
UBS Group
Switzerland
$32K 665 -580 -47%
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$15K 312 – –
AG
18
Advisor Group
Arizona
$13K 279 -322 -54%
BlackRock
19
BlackRock
New York
$4K 80 – –
LNC
20
Lincoln National Corp
Pennsylvania
– – -4,841 Closed