WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
AGZD
55 hedge funds and large institutions have $204M 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, 22 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
22% less capital invested
Capital invested by funds: $261M → $204M (-$57.4M)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
Holders
55
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$13.7M | |
| 2 | +$13.7M | |
| 3 | +$4.96M | |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.07M |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$962K |
Top Sellers
| 1 | -$42.5M | |
| 2 | -$9.42M | |
| 3 | -$7.5M | |
| 4 |
LPL Financial
San Diego,
California
|
-$5.85M |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$5.48M |