WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
AGZD
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.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
4% less funds holding
Funds holding: 26 → 25 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Holders
25
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$2.62M | |
| 2 | +$2.01M | |
| 3 | +$972K | |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$316K |
| 5 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$139K |
Top Sellers
| 1 | -$1.01M | |
| 2 | -$682K | |
| 3 | -$635K | |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$484K |
| 5 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$164K |