WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
46 hedge funds and large institutions have $82.4M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2026 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 6 closing their positions.
41% more capital invested
Capital invested by funds: $58.4M → $82.4M (+$24M)
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
5.19% more ownership
Funds ownership: 65.62% → 70.8% (+5.2%)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
2% less funds holding
Funds holding: 47 → 46 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$9.98M |
| 2 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$7.74M |
| 3 |
SC
Sykon Capital
Harrison,
New York
|
+$4.91M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.49M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Trilogy Capital
Irvine,
California
|
-$1.09M |
| 2 |
AI
AXS Investments
Port Chester,
New York
|
-$705K |
| 3 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$453K |
| 4 |
PI
PFG Investments
Woodbury,
New York
|
-$447K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$352K |
AGZD Hedge Fund Activity: Q2 2026 in Review
46 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q2 2026, worth a combined $82.4M — up 41% from $58.4M a quarter earlier.
Fund positioning in AGZD was balanced in Q2 2026: 6 funds opened new positions, 6 closed out, 18 added to existing stakes and 15 trimmed.
The largest buyer was Win Advisors, opening a new position worth an estimated $9.98M. The largest seller was Trilogy Capital, cutting an estimated $1.09M.
- 46 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q2 2026, down from 47 in Q1 2026.
- Funds reported $82.4M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q2 2026, up 41% quarter-over-quarter.
- 6 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q2 2026 and 6 closed out, a net change of 0 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q2 2026 was Win Advisors, an estimated $9.98M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q2 2026 was Trilogy Capital, an estimated $1.09M sold.
Based on aggregated 13F filings for Q2 2026.