WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
56 hedge funds and large institutions have $167M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 8 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
7.01% more ownership
Funds ownership: 150.11% → 157.12% (+7%)
4% less capital invested
Capital invested by funds: $173M → $167M (-$6.2M)
5% less funds holding
Funds holding: 59 → 56 (-3)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
22% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$5.47M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$5.34M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$2.61M |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$967K |
| 5 |
LFGH
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
+$815K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.84M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.48M |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$1.99M |
| 5 |
AWC
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
-$1.01M |
AGZD Hedge Fund Activity: Q2 2023 in Review
56 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q2 2023, worth a combined $167M — down 3.6% from $173M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of AGZD and 7 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 18 added.
The largest buyer was Jane Street, adding an estimated $5.47M. The largest seller was LPL Financial, cutting an estimated $4.84M.
- 56 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q2 2023, down from 59 in Q1 2023.
- Funds reported $167M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q2 2023, down 3.6% quarter-over-quarter.
- 7 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q2 2023 and 8 closed out, a net change of -1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q2 2023 was Jane Street, an estimated $5.47M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q2 2023 was LPL Financial, an estimated $4.84M sold.
Based on aggregated 13F filings for Q2 2023.