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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

Overview Fund Activity

32 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 7 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
9
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
1
SimpliFi Inc
California
$50.9M
2
IA
2
IFP Advisors
Florida
$7.96M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$4.74M
4
UBS Group
4
UBS Group
Switzerland
$4.3M
5
LPL Financial
5
LPL Financial
California
$6.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$8.11M
2
TC
2
Trilogy Capital
California
$12.4M
3
FTUS
3
Flow Traders U.S.
New York
$1.11M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.06M
Name Market Value Shares Shares
Change 		Shares
Change %
SI
1
SimpliFi Inc
California
$50.9M 1,082,162 +1,082,162 New
FIM
2
Freedom Investment Management
Connecticut
$13.2M 280,928 -13,686 -5%
TC
3
Trilogy Capital
California
$12.4M 264,073 -109,038 -29%
HA
4
Harborview Advisors
Maine
$12.3M 260,726 +16,086 +7%
Bank of America
5
Bank of America
North Carolina
$8.11M 172,449 -114,066 -40%
IA
6
IFP Advisors
Florida
$7.96M 168,946 +168,946 New
LPL Financial
7
LPL Financial
California
$6.4M 136,063 +53,231 +64%
KAS
8
Kestra Advisory Services
Texas
$5.04M 107,189 +39,822 +59%
HighTower Advisors
9
HighTower Advisors
Illinois
$4.74M 100,818 +100,818 New
UBS Group
10
UBS Group
Switzerland
$4.3M 91,304 +85,844 +1,572%
ML
11
McAdam LLC
Pennsylvania
$1.86M 39,597 +14,203 +56%
OIA
12
OneDigital Investment Advisors
Kansas
$1.68M 35,746 +35,746 New
PCWA
13
Pacific Capital Wealth Advisors
California
$1.63M 34,557 – –
FTUS
14
Flow Traders U.S.
New York
$1.11M 23,582 -45,966 -66%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.06M 22,430 -41,135 -65%
EP
16
Eudaimonia Partners
Tennessee
$846K 17,977 +17,377 +2,896%
OMC
17
Old Mission Capital
Illinois
$516K 10,980 +10,980 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$431K 9,171 +26 +0.3%
FWSM
19
First Wilshire Securities Management
California
$400K 8,500 +8,500 New
AIC
20
Ameritas Investment Company
Nebraska
$384K 8,166 +1,848 +29%
FGAM
21
Financial Gravity Asset Management
Texas
$326K 6,927 -5,049 -42%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$305K 6,484 -3,996 -38%
IFA
23
Interactive Financial Advisors
Illinois
$303K 6,450 -1,007 -14%
HSA
24
HBK Sorce Advisory
Pennsylvania
$303K 6,445 – –
UWM
25
USAdvisors Wealth Management
Minnesota
$268K 5,705 -13,099 -70%
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