WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
21 hedge funds and large institutions have $25.6M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.
133% more capital invested
Capital invested by funds: $11M → $25.6M (+$14.6M)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
31.45% more ownership
Funds ownership: 57.47% → 88.92% (+31%)
11% more funds holding
Funds holding: 19 → 21 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
+$8.23M |
| 2 |
HA
Harborview Advisors
Portland,
Maine
|
+$5.96M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$895K |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$799K |
| 5 |
Jane Street
New York
|
+$734K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.87M |
| 2 |
LPL Financial
San Diego,
California
|
-$257K |
| 3 |
VF
Virtu Financial
New York
|
-$239K |
| 4 |
AIM
Arcadia Investment Management
Kalamazoo,
Michigan
|
-$192K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$50K |
AGZD Hedge Fund Activity: Q3 2018 in Review
21 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q3 2018, worth a combined $25.6M — up 133% from $11M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new AGZD positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was USAdvisors Wealth Management, opening a new position worth an estimated $8.23M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.87M sold.
- 21 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q3 2018, up from 19 in Q2 2018.
- Funds reported $25.6M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q3 2018, up 133% quarter-over-quarter.
- 5 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q3 2018 and 3 closed out, a net change of +2 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q3 2018 was USAdvisors Wealth Management, an estimated $8.23M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q3 2018 was Susquehanna International Group, an estimated $2.87M sold.
Based on aggregated 13F filings for Q3 2018.