WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
58 hedge funds and large institutions have $105M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 11 closing their positions.
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
7% more funds holding
Funds holding: 54 → 58 (+4)
0.42% more ownership
Funds ownership: 76.86% → 77.27% (+0.42%)
21% less capital invested
Capital invested by funds: $133M → $105M (-$27.6M)
32% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 19
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.45M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$2.8M |
| 3 |
SC
Sykon Capital
Harrison,
New York
|
+$2.12M |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
+$983K |
| 5 |
PAS
Park Avenue Securities
New York
|
+$915K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$18.6M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$9.38M |
| 3 |
DWM
Dogwood Wealth Management
Lenexa,
Kansas
|
-$5.13M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.88M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.86M |
AGZD Hedge Fund Activity: Q4 2024 in Review
58 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q4 2024, worth a combined $105M — down 21% from $133M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new AGZD positions and 11 closed out — a net gain of 4 holders — while 13 added to existing stakes and 19 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $5.45M. The largest seller was Modern Wealth Management, cutting an estimated $18.6M.
- 58 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q4 2024, up from 54 in Q3 2024.
- Funds reported $105M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q4 2024, down 21% quarter-over-quarter.
- 15 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q4 2024 and 11 closed out, a net change of +4 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q4 2024 was Envestnet Asset Management, an estimated $5.45M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q4 2024 was Modern Wealth Management, an estimated $18.6M sold.
Based on aggregated 13F filings for Q4 2024.