WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
54 hedge funds and large institutions have $203M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 13 closing their positions.
5% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 21
7% less funds holding
Funds holding: 58 → 54 (-4)
10.98% less ownership
Funds ownership: 145.82% → 134.84% (-11%)
22% less capital invested
Capital invested by funds: $261M → $203M (-$58M)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$14.3M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
+$14.2M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$5.16M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.11M |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$1,000K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SimpliFi Inc
San Diego,
California
|
-$42.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.82M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$7.79M |
| 4 |
LPL Financial
San Diego,
California
|
-$6.08M |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$5.48M |
AGZD Hedge Fund Activity: Q4 2022 in Review
54 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q4 2022, worth a combined $203M — down 22% from $261M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of AGZD and 10 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 20 added.
The largest buyer was CLA (CliftonLarsonAllen) Wealth Advisors, adding an estimated $14.3M. The largest seller was SimpliFi Inc, exiting entirely with an estimated $42.5M sold.
- 54 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q4 2022, down from 58 in Q3 2022.
- Funds reported $203M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q4 2022, down 22% quarter-over-quarter.
- 10 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q4 2022 and 13 closed out, a net change of -3 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q4 2022 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $14.3M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q4 2022 was SimpliFi Inc, an estimated $42.5M sold.
Based on aggregated 13F filings for Q4 2022.