AGZD icon

WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

25 hedge funds and large institutions have $46.8M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
10
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HA
1
Harborview Advisors
Maine
$10.7M 222,394 +1,470 +0.7%
UWM
2
USAdvisors Wealth Management
Minnesota
$9.99M 207,886 +20,219 +11%
CFA
3
Carroll Financial Associates
North Carolina
$4.71M 98,062 +6,583 +7%
BFG
4
Barber Financial Group
Kansas
$4.41M 91,650 -3,414 -4%
AIC
5
Ameritas Investment Company
Nebraska
$2.62M 54,569 +54,569 New
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$2.41M 50,130 +2,823 +6%
Bank of America
7
Bank of America
North Carolina
$2.25M 46,896 +41,780 +817%
CF
8
Centaurus Financial
California
$1.62M 33,619 +1,301 +4%
Citadel Advisors
9
Citadel Advisors
Florida
$1.41M 29,358 -10,054 -26%
FGAM
10
Financial Gravity Asset Management
Texas
$1.15M 23,854 +2,613 +12%
BSAM
11
Blue Sky Asset Management
Colorado
$1.15M 23,854 +23,854 New
AWM
12
AE Wealth Management
Kansas
$910K 18,939 -1,026 -5%
Jane Street
13
Jane Street
New York
$645K 13,422 -20,991 -61%
HCM
14
Hengehold Capital Management
Ohio
$591K 12,290 -52 -0.4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$417K 8,692 +590 +7%
UBS Group
16
UBS Group
Switzerland
$350K 7,285 -2,723 -27%
AG
17
Advisor Group
Arizona
$333K 6,916 +475 +7%
FFN
18
Focus Financial Network
Minnesota
$320K 6,662 -1,487 -18%
BFA
19
Beacon Financial Advisory
Ohio
$297K 6,189 +6,189 New
IFA
20
Interactive Financial Advisors
Illinois
$263K 5,465 +111 +2%
IFWM
21
Institute for Wealth Management
Colorado
$139K 2,900 +2,900 New
AIM
22
Arcadia Investment Management
Michigan
$43K 900
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$35K 735
BlackRock
24
BlackRock
New York
$1K 13 -42 -76%
TRCT
25
Tower Research Capital (TRC)
New York
$1K 19 +19 New