WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
49 hedge funds and large institutions have $65.7M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 11 closing their positions.
11.35% less ownership
Funds ownership: 70.5% → 59.15% (-11%)
13% less funds holding
Funds holding: 56 → 49 (-7)
32% less capital invested
Capital invested by funds: $96.1M → $65.7M (-$30.4M)
41% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 22
64% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
AXS Investments
Port Chester,
New York
|
+$2.12M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$1.23M |
| 3 |
Jane Street
New York
|
+$584K |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$293K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$128K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
-$16.2M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$7.7M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$3.01M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.27M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.15M |
AGZD Hedge Fund Activity: Q2 2025 in Review
49 institutional investors reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q2 2025, worth a combined $65.7M — down 32% from $96.1M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of AGZD and 4 opened new positions — a net loss of 7 holders — while 22 trimmed existing stakes and 13 added.
The largest buyer was AXS Investments, opening a new position worth an estimated $2.12M. The largest seller was Trilogy Capital, cutting an estimated $16.2M.
- 49 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q2 2025, down from 56 in Q1 2025.
- Funds reported $65.7M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q2 2025, down 32% quarter-over-quarter.
- 4 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q2 2025 and 11 closed out, a net change of -7 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q2 2025 was AXS Investments, an estimated $2.12M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q2 2025 was Trilogy Capital, an estimated $16.2M sold.
Based on aggregated 13F filings for Q2 2025.