WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
47 hedge funds and large institutions have $60.9M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 5 closing their positions.
0.62% less ownership
Funds ownership: 64.3% → 63.68% (-0.62%)
4% less funds holding
Funds holding: 49 → 47 (-2)
7% less capital invested
Capital invested by funds: $65.7M → $60.9M (-$4.86M)
36% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 22
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$628K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$488K |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$235K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$231K |
| 5 |
JP Morgan Chase
New York
|
+$98.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
-$834K |
| 2 |
SC
Sykon Capital
Harrison,
New York
|
-$708K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$687K |
| 4 |
LPL Financial
San Diego,
California
|
-$651K |
| 5 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$644K |
AGZD Hedge Fund Activity: Q3 2025 in Review
47 of the 7,646 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q3 2025, worth a combined $60.9M — down 7.4% from $65.7M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of AGZD and 3 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 14 added.
The largest buyer was McAdam LLC, adding an estimated $628K. The largest seller was Trilogy Capital, cutting an estimated $834K.
- 47 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q3 2025, down from 49 in Q2 2025.
- Funds reported $60.9M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q3 2025, down 7.4% quarter-over-quarter.
- 3 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q3 2025 and 5 closed out, a net change of -2 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q3 2025 was McAdam LLC, an estimated $628K added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q3 2025 was Trilogy Capital, an estimated $834K sold.
Based on aggregated 13F filings for Q3 2025.