WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
26 hedge funds and large institutions have $41.8M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
25% more capital invested
Capital invested by funds: $33.5M → $41.8M (+$8.3M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.49% less ownership
Funds ownership: 104.47% → 102.98% (-1.5%)
7% less funds holding
Funds holding: 28 → 26 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Harborview Advisors
Portland,
Maine
|
+$5.32M |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$862K |
| 3 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$734K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$217K |
| 5 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.24M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.63M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$476K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$286K |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$204K |
AGZD Hedge Fund Activity: Q3 2019 in Review
26 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q3 2019, worth a combined $41.8M — up 25% from $33.5M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of AGZD and 1 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 12 added.
The largest buyer was Harborview Advisors, adding an estimated $5.32M. The largest seller was Jane Street, cutting an estimated $5.24M.
- 26 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q3 2019, down from 28 in Q2 2019.
- Funds reported $41.8M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q3 2019, up 25% quarter-over-quarter.
- 1 fund opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q3 2019 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 2019 was Harborview Advisors, an estimated $5.32M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q3 2019 was Jane Street, an estimated $5.24M sold.
Based on aggregated 13F filings for Q3 2019.