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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

Overview Fund Activity

39 hedge funds and large institutions have $154M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
17
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$13.1M
2
Jane Street
2
Jane Street
New York
$2.29M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.81M
4
UBS Group
4
UBS Group
Switzerland
$6.02M
5
MCM
5
Mengis Capital Management
Oregon
$1.43M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$12.6M
2
TC
2
Trilogy Capital
California
$12M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$0
4
FTUS
4
Flow Traders U.S.
New York
$867K
5
FGAM
5
Financial Gravity Asset Management
Texas
$258K
Name Market Value Shares Shares
Change 		Shares
Change %
SI
1
SimpliFi Inc
California
$51.3M 1,094,793 +12,631 +1%
LPL Financial
2
LPL Financial
California
$13.1M 280,508 +144,445 +106%
FIM
3
Freedom Investment Management
Connecticut
$12.6M 269,132 -11,796 -4%
HA
4
Harborview Advisors
Maine
$12.2M 260,907 +181 +0.1%
TC
5
Trilogy Capital
California
$12M 256,353 -7,720 -3%
Bank of America
6
Bank of America
North Carolina
$8.8M 187,837 +15,388 +9%
IA
7
IFP Advisors
Florida
$8.12M 172,939 +3,993 +2%
UBS Group
8
UBS Group
Switzerland
$6.02M 128,456 +37,152 +41%
KAS
9
Kestra Advisory Services
Texas
$5.4M 115,116 +7,927 +7%
HighTower Advisors
10
HighTower Advisors
Illinois
$5M 106,662 +5,844 +6%
Jane Street
11
Jane Street
New York
$2.29M 48,806 +48,806 New
ML
12
McAdam LLC
Pennsylvania
$2.06M 43,942 +4,345 +11%
Citadel Advisors
13
Citadel Advisors
Florida
$1.81M 38,549 +38,549 New
OIA
14
OneDigital Investment Advisors
Kansas
$1.64M 34,959 -787 -2%
PCWA
15
Pacific Capital Wealth Advisors
California
$1.59M 33,917 -640 -2%
MCM
16
Mengis Capital Management
Oregon
$1.43M 30,449 +30,449 New
Osaic Holdings
17
Osaic Holdings
Arizona
$1.14M 24,269 +1,839 +8%
EP
18
Eudaimonia Partners
Tennessee
$892K 19,040 +1,063 +6%
FTUS
19
Flow Traders U.S.
New York
$867K 18,508 -5,074 -22%
Stifel Financial
20
Stifel Financial
Missouri
$695K 14,828 +14,828 New
UWM
21
USAdvisors Wealth Management
Minnesota
$681K 14,539 +8,834 +155%
AAS
22
Avantax Advisory Services
Texas
$543K 11,620 +11,620 New
OMC
23
Old Mission Capital
Illinois
$483K 10,304 -676 -6%
IFA
24
Interactive Financial Advisors
Illinois
$471K 6,521 +71 +1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$431K 9,199 +28 +0.3%
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