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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

56 hedge funds and large institutions have $131M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.05% more ownership

Funds ownership: 77.13%79.18% (+2.1%)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

5% less capital invested

Capital invested by funds: $138M → $131M (-$7.09M)

15% less funds holding

Funds holding: 6656 (-10)

71% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 14

Holders
56
Holders Change
-10
Holders Change %
-15.15%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
23
Reduced
22
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Modern Wealth Management
Kansas
$23.7M +$3.69M +167,696 +19%
TC
2
Trilogy Capital
California
$15.5M -$317K -14,420 -2%
Bank of America
3
Bank of America
North Carolina
$14.2M -$3.07M -139,353 -18%
LPL Financial
4
LPL Financial
California
$14.2M +$107K +4,882 +0.8%
WA
5
Win Advisors
Florida
$11.4M +$11.4M +518,394 New
HighTower Advisors
6
HighTower Advisors
Illinois
$5.64M -$108K -4,913 -2%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$5.28M -$233K -10,593 -4%
ML
8
McAdam LLC
Pennsylvania
$4.56M +$617K +28,047 +16%
SOS
9
Silver Oak Securities
Tennessee
$2.58M -$80.9K -3,676 -3%
CIAS
10
Capital Investment Advisory Services
North Carolina
$2.27M -$79.3K -3,605 -3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.22M +$113K +5,127 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.13M -$328K -14,900 -13%
TWP
13
Tower Wealth Partners
Pennsylvania
$2M +$69.5K +3,158 +4%
Stifel Financial
14
Stifel Financial
Missouri
$1.96M -$382K -17,370 -16%
SC
15
Sykon Capital
New York
$1.79M -$1.77M -80,563 -50%
AAS
16
Ameritas Advisory Services
Nebraska
$1.69M +$1.68M +76,290 New
Jane Street
17
Jane Street
New York
$1.6M -$7.68M -348,894 -83%
GAG
18
Goodman Advisory Group
Massachusetts
$1.6M +$1.25M +56,665 +362%
Mariner
19
Mariner
Kansas
$1.33M +$23.1K +1,052 +2%
CAL
20
Capital Analysts LLC
Pennsylvania
$1.28M +$38.7K +1,759 +3%
SPC
21
Sigma Planning Corp
Michigan
$1.27M +$645K +29,300 +105%
PAG
22
Private Advisor Group
New Jersey
$1.17M +$186K +8,445 +19%
CIA
23
Cape Investment Advisory
Georgia
$1.01M +$10.6K +482 +1%
UBS Group
24
UBS Group
Switzerland
$990K -$101K -4,602 -9%
LFGH
25
Lee Financial Group Hawaii
Hawaii
$935K +$40.3K +1,830 +5%

AGZD Hedge Fund Activity: Q1 2024 in Review

56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q1 2024, worth a combined $131M — down 5.1% from $138M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of AGZD and 4 opened new positions — a net loss of 10 holders — while 22 trimmed existing stakes and 23 added.

The largest buyer was Win Advisors, opening a new position worth an estimated $11.4M. The largest seller was Jane Street, cutting an estimated $7.68M.

  • 56 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q1 2024, down from 66 in Q4 2023.
  • Funds reported $131M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q1 2024, down 5.1% quarter-over-quarter.
  • 4 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q1 2024 and 14 closed out, a net change of -10 holders.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q1 2024 was Win Advisors, an estimated $11.4M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q1 2024 was Jane Street, an estimated $7.68M sold.

Based on aggregated 13F filings for Q1 2024.