WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
30 hedge funds and large institutions have $81.2M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
68% more capital invested
Capital invested by funds: $48.3M → $81.2M (+$32.8M)
30% more funds holding
Funds holding: 23 → 30 (+7)
18.52% more ownership
Funds ownership: 107.94% → 126.46% (+19%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$13.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.74M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
+$5.6M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.91M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$5.6M |
| 2 |
Jane Street
New York
|
-$4.56M |
| 3 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$1.18M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$988K |
| 5 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$919K |
AGZD Hedge Fund Activity: Q1 2021 in Review
30 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q1 2021, worth a combined $81.2M — up 68% from $48.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new AGZD positions and 3 closed out — a net gain of 7 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Freedom Investment Management, opening a new position worth an estimated $13.9M. The largest seller was USAdvisors Wealth Management, cutting an estimated $5.6M.
- 30 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q1 2021, up from 23 in Q4 2020.
- Funds reported $81.2M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q1 2021, up 68% quarter-over-quarter.
- 10 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q1 2021 and 3 closed out, a net change of +7 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q1 2021 was Freedom Investment Management, an estimated $13.9M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q1 2021 was USAdvisors Wealth Management, an estimated $5.6M sold.
Based on aggregated 13F filings for Q1 2021.