WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
41 hedge funds and large institutions have $159M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
5% more funds holding
Funds holding: 39 → 41 (+2)
3% more capital invested
Capital invested by funds: $154M → $159M (+$5.03M)
7.53% less ownership
Funds ownership: 141.1% → 133.57% (-7.5%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.27M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$4.43M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.15M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SimpliFi Inc
San Diego,
California
|
-$5.93M |
| 2 |
Jane Street
New York
|
-$1.69M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$940K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$749K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$483K |
AGZD Hedge Fund Activity: Q4 2021 in Review
41 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q4 2021, worth a combined $159M — up 3.3% from $154M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AGZD positions and 2 closed out — a net gain of 6 holders — while 18 added to existing stakes and 9 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $10.2M. The largest seller was SimpliFi Inc, cutting an estimated $5.93M.
- 41 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q4 2021, up from 39 in Q3 2021.
- Funds reported $159M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q4 2021, up 3.3% quarter-over-quarter.
- 8 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q4 2021 and 2 closed out, a net change of +6 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q4 2021 was Royal Bank of Canada, an estimated $10.2M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q4 2021 was SimpliFi Inc, an estimated $5.93M sold.
Based on aggregated 13F filings for Q4 2021.