AGZD icon

WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

28 hedge funds and large institutions have $41.6M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
28
Holders Change
+7
Holders Change %
+33.33%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
8
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UWM
1
USAdvisors Wealth Management
Minnesota
$8.05M 170,398 -1,139 -0.7%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.63M 161,362 +144,708 +869%
HA
3
Harborview Advisors
Maine
$5.67M 119,911 -4,257 -3%
BFG
4
Barber Financial Group
Kansas
$4.16M 88,085 +88,085 New
Jane Street
5
Jane Street
New York
$3.61M 76,367 +40,774 +115%
CFA
6
Carroll Financial Associates
North Carolina
$2.64M 55,704 -9,221 -14%
TC
7
Trilogy Capital
California
$1.95M 41,281 +41,281 New
Citadel Advisors
8
Citadel Advisors
Florida
$1.26M 26,684 +26,684 New
Bank of America
9
Bank of America
North Carolina
$991K 20,960 +1,195 +6%
EFS
10
Econ Financial Services
Pennsylvania
$961K 20,340 +20,340 New
LPL Financial
11
LPL Financial
California
$910K 19,248 +9,772 +103%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$594K 12,578 -22,984 -65%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$546K 11,550
MIAN
14
Mariner Independent Advisor Network
Kansas
$521K 10,985 +10,985 New
AIP
15
Almanack Investment Partners
Pennsylvania
$500K 10,589 +452 +4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$397K 8,413 +52 +0.6%
SPC
17
Sigma Planning Corp
Michigan
$369K 7,805 -4,922 -39%
AG
18
Advisor Group
Arizona
$247K 5,225 +1,369 +36%
HCM
19
Hengehold Capital Management
Ohio
$220K 4,658 +4,658 New
IFA
20
Interactive Financial Advisors
Illinois
$185K 3,907 -196 -5%
UBS Group
21
UBS Group
Switzerland
$123K 2,605 +623 +31%
AIM
22
Arcadia Investment Management
Michigan
$44K 925
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$38K 804
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$15K 312
TRCT
25
Tower Research Capital (TRC)
New York
$11K 234 +234 New