WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
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.
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
4% less funds holding
Funds holding: 23 → 22 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
29.71% less ownership
Funds ownership: 130.83% → 101.12% (-30%)
31% less capital invested
Capital invested by funds: $58.5M → $40.4M (-$18.1M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$536K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$273K |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
+$206K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$76.2K |
| 5 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
+$75.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHRDM
H&H Retirement Design & Management
Las Vegas,
Nevada
|
-$5.65M |
| 2 |
HA
Harborview Advisors
Portland,
Maine
|
-$2.88M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.3M |
| 4 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$804K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$737K |
AGZD Hedge Fund Activity: Q3 2020 in Review
22 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q3 2020, worth a combined $40.4M — down 31% from $58.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of AGZD and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 8 added.
The largest buyer was Carroll Financial Associates, adding an estimated $536K. The largest seller was H&H Retirement Design & Management, exiting entirely with an estimated $5.65M sold.
- 22 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q3 2020, down from 23 in Q2 2020.
- Funds reported $40.4M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q3 2020, down 31% quarter-over-quarter.
- 3 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q3 2020 and 4 closed out, a net change of -1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q3 2020 was Carroll Financial Associates, an estimated $536K added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q3 2020 was H&H Retirement Design & Management, an estimated $5.65M sold.
Based on aggregated 13F filings for Q3 2020.