WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
58 hedge funds and large institutions have $174M 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, 20 increasing their positions, 19 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
15.28% more ownership
Funds ownership: 134.84% → 150.11% (+15%)
7% more funds holding
Funds holding: 54 → 58 (+4)
5% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 19
14% less capital invested
Capital invested by funds: $203M → $174M (-$29.3M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$8.31M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.31M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.75M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$1.16M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$824K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$16.4M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$15.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.3M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.86M |
| 5 |
BWM
BlackDiamond Wealth Management
New York
|
-$2.28M |
AGZD Hedge Fund Activity: Q1 2023 in Review
58 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q1 2023, worth a combined $174M — down 14% from $203M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new AGZD positions and 10 closed out — a net gain of 4 holders — while 20 added to existing stakes and 19 trimmed.
The largest buyer was Jane Street, adding an estimated $8.31M. The largest seller was Bank of America, cutting an estimated $16.4M.
- 58 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q1 2023, up from 54 in Q4 2022.
- Funds reported $174M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q1 2023, down 14% quarter-over-quarter.
- 14 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q1 2023 and 10 closed out, a net change of +4 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q1 2023 was Jane Street, an estimated $8.31M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q1 2023 was Bank of America, an estimated $16.4M sold.
Based on aggregated 13F filings for Q1 2023.