AGZD icon

WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

59 hedge funds and large institutions have $173M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
14
Increased
21
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TC
1
Trilogy Capital
California
$28.4M 652,611 -22,436 -3%
Bank of America
2
Bank of America
North Carolina
$24.5M 562,782 -373,996 -40%
LPL Financial
3
LPL Financial
California
$20.7M 476,457 +98,644 +26%
BFG
4
Barber Financial Group
Kansas
$13M 297,579 +8,045 +3%
DADC
5
D.A. Davidson & Co
Montana
$9.33M 214,400 +26,479 +14%
Jane Street
6
Jane Street
New York
$8.98M 206,237 +190,067 +1,175%
IA
7
IFP Advisors
Florida
$8.67M 181,122 -3,159 -2%
SOS
8
Silver Oak Securities
Tennessee
$6.09M 139,879 -34,601 -20%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.22M 119,464 -45,597 -28%
FIM
10
Freedom Investment Management
Connecticut
$5.07M 116,519 -5,760 -5%
HighTower Advisors
11
HighTower Advisors
Illinois
$5.05M 116,124 +2,768 +2%
UBS Group
12
UBS Group
Switzerland
$3.31M 75,989 -121,139 -61%
Stifel Financial
13
Stifel Financial
Missouri
$3.18M 73,131 -4,506 -6%
ML
14
McAdam LLC
Pennsylvania
$2.44M 56,075 +4,742 +9%
MSFS
15
Main Street Financial Solutions
Pennsylvania
$2.27M 52,086 +3,623 +7%
Mariner
16
Mariner
Kansas
$1.97M 45,247 +18,837 +71%
Citadel Advisors
17
Citadel Advisors
Florida
$1.83M 41,952 +16,917 +68%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.82M 41,774 +152 +0.4%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.75M 40,088 +40,088 New
TWP
20
Tower Wealth Partners
Pennsylvania
$1.63M 37,501 +51 +0.1%
QA
21
Quantitative Advantage
Minnesota
$1.54M 35,473 +1,490 +4%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.18M 27,061 +2,355 +10%
CIA
23
Cape Investment Advisory
Georgia
$1.16M 26,642 +26,642 New
OMC
24
Old Mission Capital
Illinois
$1.13M 25,881 -88,330 -77%
PAG
25
Private Advisor Group
New Jersey
$1.13M 25,869 -5,280 -17%