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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

Overview Fund Activity

28 hedge funds and large institutions have $33.5M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
11
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.17M
3
CF
3
Centaurus Financial
California
$1.53M
4
Jane Street
4
Jane Street
New York
$6.86M
5
CFA
5
Carroll Financial Associates
North Carolina
$3.5M

Top Sellers

1
AIP
1
Almanack Investment Partners
Pennsylvania
$187K
2
Bank of America
2
Bank of America
North Carolina
$161K
3
SS
3
Simplicity Solutions
Minnesota
$0
4
WP
4
WealthSource Partners
California
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.27M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$6.86M 144,056 +23,204 +19%
HA
2
Harborview Advisors
Maine
$5.22M 109,469 +1,973 +2%
BFG
3
Barber Financial Group
Kansas
$4.69M 98,397 +2,178 +2%
CFA
4
Carroll Financial Associates
North Carolina
$3.5M 73,445 +13,624 +23%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.3M 48,260 +48,260 New
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$2.27M 47,658 -2,334 -5%
Citadel Advisors
7
Citadel Advisors
Florida
$2.17M 45,404 +45,404 New
CF
8
Centaurus Financial
California
$1.53M 32,191 +30,948 +2,490%
AWM
9
AE Wealth Management
Kansas
$880K 18,471 +3,982 +27%
HCM
10
Hengehold Capital Management
Ohio
$600K 12,585 +5,708 +83%
FFN
11
Focus Financial Network
Minnesota
$592K 12,425 +2,076 +20%
MIAN
12
Mariner Independent Advisor Network
Kansas
$581K 12,183 +868 +8%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$476K 10,000 -1,000 -9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$383K 8,052 -410 -5%
FGAM
15
Financial Gravity Asset Management
Texas
$280K 5,868 +5,868 New
AG
16
Advisor Group
Arizona
$262K 5,485 -892 -14%
UBS Group
17
UBS Group
Switzerland
$260K 5,460 -124 -2%
IFA
18
Interactive Financial Advisors
Illinois
$202K 4,236 +221 +6%
AIP
19
Almanack Investment Partners
Pennsylvania
$187K 3,918 -75,103 -95%
Bank of America
20
Bank of America
North Carolina
$161K 3,366 -13,405 -80%
AIM
21
Arcadia Investment Management
Michigan
$43K 900 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$37K 765 – –
HS
23
Horan Securities
United States
$18K 377 +377 New
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$15K 312 – –
GSWM
25
Golden State Wealth Management
California
$12K 261 – –
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