WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
AGZD
26 hedge funds and large institutions have $37.8M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
16.63% less ownership
Funds ownership: 110.13% → 93.49% (-17%)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Holders
26
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$3.27M | |
| 2 | +$2.13M | |
| 3 | +$1.79M | |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$692K |
| 5 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$389K |
Top Sellers
| 1 | -$7.63M | |
| 2 | -$1.95M | |
| 3 | -$1.26M | |
| 4 |
EFS
Econ Financial Services
Harrisburg,
Pennsylvania
|
-$961K |
| 5 |
LPL Financial
San Diego,
California
|
-$910K |