WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
47 hedge funds and large institutions have $58.4M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
0.25% more ownership
Funds ownership: 65.37% → 65.62% (+0.25%)
1% less capital invested
Capital invested by funds: $58.8M → $58.4M (-$365K)
2% less funds holding
Funds holding: 48 → 47 (-1)
45% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
+$2.08M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.17M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$915K |
| 4 |
AI
AXS Investments
Port Chester,
New York
|
+$830K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$689K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.32M |
| 2 |
Goldman Sachs
New York
|
-$829K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$596K |
| 4 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$564K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$430K |
AGZD Hedge Fund Activity: Q1 2026 in Review
47 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q1 2026, worth a combined $58.4M — down 0.62% from $58.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AGZD positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 22 trimmed.
The largest buyer was Trilogy Capital, adding an estimated $2.08M. The largest seller was Envestnet Asset Management, cutting an estimated $5.32M.
- 47 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q1 2026, down from 48 in Q4 2025.
- Funds reported $58.4M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q1 2026, down 0.62% quarter-over-quarter.
- 4 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q1 2026 and 3 closed out, a net change of +1 holder.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q1 2026 was Trilogy Capital, an estimated $2.08M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q1 2026 was Envestnet Asset Management, an estimated $5.32M sold.
Based on aggregated 13F filings for Q1 2026.