WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
31 hedge funds and large institutions have $137M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
69% more capital invested
Capital invested by funds: $81.2M → $137M (+$56.2M)
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
10.22% more ownership
Funds ownership: 125.59% → 135.82% (+10%)
7% more funds holding
Funds holding: 29 → 31 (+2)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SimpliFi Inc
San Diego,
California
|
+$50.9M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$7.95M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$4.74M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.04M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.37M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$5.13M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$2.16M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.02M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.94M |
AGZD Hedge Fund Activity: Q2 2021 in Review
31 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q2 2021, worth a combined $137M — up 69% from $81.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AGZD positions and 6 closed out — a net gain of 2 holders — while 9 added to existing stakes and 11 trimmed.
The largest buyer was SimpliFi Inc, opening a new position worth an estimated $50.9M. The largest seller was Bank of America, cutting an estimated $5.37M.
- 31 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q2 2021, up from 29 in Q1 2021.
- Funds reported $137M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q2 2021, up 69% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q2 2021 and 6 closed out, a net change of +2 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q2 2021 was SimpliFi Inc, an estimated $50.9M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q2 2021 was Bank of America, an estimated $5.37M sold.
Based on aggregated 13F filings for Q2 2021.