AGZD icon

WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD

Overview Fund Activity

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.

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
–

Top Buyers

1
WA
1
Win Advisors
Florida
$11.4M
2
MWM
2
Modern Wealth Management
Kansas
$23.7M
3
AAS
3
Ameritas Advisory Services
Nebraska
$1.69M
4
GAG
4
Goodman Advisory Group
Massachusetts
$1.6M
5
SPC
5
Sigma Planning Corp
Michigan
$1.27M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$319K
3
Bank of America
3
Bank of America
North Carolina
$14.2M
4
AWM
4
AE Wealth Management
Kansas
$0
5
MSFS
5
Main Street Financial Solutions
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
1
Modern Wealth Management
Kansas
$23.7M 1,072,285 +167,696 +19%
TC
2
Trilogy Capital
California
$15.5M 700,133 -14,420 -2%
Bank of America
3
Bank of America
North Carolina
$14.2M 644,487 -139,353 -18%
LPL Financial
4
LPL Financial
California
$14.2M 643,346 +4,882 +0.8%
WA
5
Win Advisors
Florida
$11.4M 518,394 +518,394 New
HighTower Advisors
6
HighTower Advisors
Illinois
$5.64M 255,669 -4,913 -2%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$5.28M 238,936 -10,593 -4%
ML
8
McAdam LLC
Pennsylvania
$4.56M 206,712 +28,047 +16%
SOS
9
Silver Oak Securities
Tennessee
$2.58M 116,686 -3,676 -3%
CIAS
10
Capital Investment Advisory Services
North Carolina
$2.27M 102,826 -3,605 -3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.22M 100,570 +5,127 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.13M 96,611 -14,900 -13%
TWP
13
Tower Wealth Partners
Pennsylvania
$2M 90,605 +3,158 +4%
Stifel Financial
14
Stifel Financial
Missouri
$1.96M 88,858 -17,370 -16%
SC
15
Sykon Capital
New York
$1.79M 81,031 -80,563 -50%
AAS
16
Ameritas Advisory Services
Nebraska
$1.69M 76,290 +76,290 New
Jane Street
17
Jane Street
New York
$1.6M 72,378 -348,894 -83%
GAG
18
Goodman Advisory Group
Massachusetts
$1.6M 72,302 +56,665 +362%
Mariner
19
Mariner
Kansas
$1.33M 60,243 +1,052 +2%
CAL
20
Capital Analysts LLC
Pennsylvania
$1.28M 57,839 +1,759 +3%
SPC
21
Sigma Planning Corp
Michigan
$1.27M 57,298 +29,300 +105%
PAG
22
Private Advisor Group
New Jersey
$1.17M 53,003 +8,445 +19%
CIA
23
Cape Investment Advisory
Georgia
$1.01M 45,563 +482 +1%
UBS Group
24
UBS Group
Switzerland
$990K 44,846 -4,602 -9%
LFGH
25
Lee Financial Group Hawaii
Hawaii
$935K 42,348 +1,830 +5%
1
2 3