AGZD icon

WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

22 hedge funds and large institutions have $40.4M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
8
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TC
1
Trilogy Capital
California
$12.9M 276,289 +4,382 +2%
HA
2
Harborview Advisors
Maine
$9.5M 202,933 -61,216 -23%
CFA
3
Carroll Financial Associates
North Carolina
$5.45M 116,422 +11,384 +11%
BFG
4
Barber Financial Group
Kansas
$2.22M 47,409 -17,070 -26%
Bank of America
5
Bank of America
North Carolina
$2.19M 46,850 -6,720 -13%
Jane Street
6
Jane Street
New York
$1.8M 38,527 +1,441 +4%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.62M 34,561 +1,617 +5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.18M 25,141 +5,798 +30%
HCM
9
Hengehold Capital Management
Ohio
$1.14M 24,256 -116 -0.5%
BSAM
10
Blue Sky Asset Management
Colorado
$839K 17,926 -8,262 -32%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$385K 8,242 +10 +0.1%
CF
12
Centaurus Financial
California
$316K 6,747 -27,595 -80%
HSA
13
HBK Sorce Advisory
Pennsylvania
$298K 6,375
IFA
14
Interactive Financial Advisors
Illinois
$283K 6,043 +184 +3%
UBS Group
15
UBS Group
Switzerland
$176K 3,763 -937 -20%
AIM
16
Arcadia Investment Management
Michigan
$42K 900
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$24K 521
Fidelity Investments
18
Fidelity Investments
Massachusetts
$11K 225 +225 New
HNB
19
Huntington National Bank
Ohio
PCWA
20
Pacific Capital Wealth Advisors
California
$9K 200 +200 New
UWM
21
USAdvisors Wealth Management
Minnesota
$6.95K 147,812 +1,606 +1%
HHRDM
22
H&H Retirement Design & Management
Nevada
-120,160 Closed
Citadel Advisors
23
Citadel Advisors
Florida
-15,681 Closed
Morgan Stanley
24
Morgan Stanley
New York
-600 Closed
PAG
25
Private Advisor Group
New Jersey
-227 Closed