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WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund

48 hedge funds and large institutions have $58.8M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

2% more funds holding

Funds holding: 4748 (+1)

1.69% more ownership

Funds ownership: 63.68%65.37% (+1.7%)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

3% less capital invested

Capital invested by funds: $60.9M → $58.8M (-$2.09M)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.81M +$994K +44,176 +13%
ML
2
McAdam LLC
Pennsylvania
$6.4M +$901K +40,068 +16%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.2M +$5.67M +252,095 +1,071%
Bank of America
4
Bank of America
North Carolina
$4.42M -$5.66M -251,473 -56%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$4.37M -$344K -15,293 -7%
MWM
6
Modern Wealth Management
Kansas
$3.42M -$329K -14,627 -9%
TC
7
Trilogy Capital
California
$3.19M -$242K -10,774 -7%
SC
8
Sykon Capital
New York
$2.4M +$1.26M +56,200 +111%
SOS
9
Silver Oak Securities
Tennessee
$1.94M -$26.5K -1,178 -1%
SPC
10
Sigma Planning Corp
Michigan
$1.67M +$26.6K +1,184 +2%
AI
11
AXS Investments
New York
$1.58M +$1.64K +73 +0.1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.53M +$28.4K +1,261 +2%
Stifel Financial
13
Stifel Financial
Missouri
$1.45M -$13.3K -591 -0.9%
WI
14
WBI Investments
New Jersey
$1.35M -$408K -18,157 -23%
GRP
15
Global Retirement Partners
California
$1.06M -$11.1K -495 -1%
UBS Group
16
UBS Group
Switzerland
$943K -$186K -8,248 -16%
Osaic Holdings
17
Osaic Holdings
Arizona
$830K -$217K -9,631 -21%
Goldman Sachs
18
Goldman Sachs
New York
$829K +$830K +36,881 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$778K +$73.8K +3,281 +10%
EH
20
Equitable Holdings
New York
$641K +$61.2K +2,723 +11%
CFD
21
Creative Financial Designs
Indiana
$584K -$15.1K -673 -3%
FTUS
22
Flow Traders U.S.
New York
$451K +$451K +20,039 New
PI
23
PFG Investments
New York
$443K +$24.3K +1,079 +6%
GWM
24
Gilpin Wealth Management
Colorado
$397K +$397K +17,660 New
SPWG
25
Syntegra Private Wealth Group
Missouri
$393K

AGZD Hedge Fund Activity: Q4 2025 in Review

48 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q4 2025, worth a combined $58.8M — down 3.4% from $60.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AGZD positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.67M. The largest seller was Bank of America, cutting an estimated $5.66M.

  • 48 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q4 2025, up from 47 in Q3 2025.
  • Funds reported $58.8M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q4 2025, down 3.4% quarter-over-quarter.
  • 7 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q4 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 Q4 2025 was Envestnet Asset Management, an estimated $5.67M added.
  • The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q4 2025 was Bank of America, an estimated $5.66M sold.

Based on aggregated 13F filings for Q4 2025.