WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+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: 66 → 56 (-10)
71% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$11.4M |
| 2 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$3.69M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$1.68M |
| 4 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
+$1.25M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$645K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.68M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.29M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.07M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.62M |
| 5 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
-$2.21M |
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.