WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
66 hedge funds and large institutions have $138M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 6 closing their positions.
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
22% more funds holding
Funds holding: 54 → 66 (+12)
9.94% more ownership
Funds ownership: 67.19% → 77.13% (+9.9%)
3% more capital invested
Capital invested by funds: $135M → $138M (+$3.47M)
14% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$8.92M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.64M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.11M |
| 4 |
SC
Sykon Capital
Harrison,
New York
|
+$855K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$788K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
-$10.5M |
| 2 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$4.88M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.74M |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$2.12M |
AGZD Hedge Fund Activity: Q4 2023 in Review
66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q4 2023, worth a combined $138M — up 2.6% from $135M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new AGZD positions and 6 closed out — a net gain of 12 holders — while 18 added to existing stakes and 21 trimmed.
The largest buyer was Jane Street, adding an estimated $8.92M. The largest seller was Trilogy Capital, cutting an estimated $10.5M.
- 66 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q4 2023, up from 54 in Q3 2023.
- Funds reported $138M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q4 2023, up 2.6% quarter-over-quarter.
- 18 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q4 2023 and 6 closed out, a net change of +12 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q4 2023 was Jane Street, an estimated $8.92M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q4 2023 was Trilogy Capital, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2023.