Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD)

45 + Investors. Track Smart Money conviction in AGZD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
4Q ▼
Buyers last Q
51%

Smart Money Signals — AGZD

Based on 45 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds reduced or closed their AGZD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 74% of 3.0Y peak

74% of all-time peak
45 funds currently hold this stock — 74% of the 3.0-year high of 61 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 21% fewer funds vs a year ago

fund count last 6Q
12 fewer hedge funds hold AGZD compared to a year ago (-21% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

22 buying21 selling
Last quarter: 22 funds bought or added vs 21 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 5 → 3 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

73% of holders stayed for 2+ years

■ 73% conviction (2yr+) ■ 16% medium ■ 11% new
33 out of 45 hedge funds have held AGZD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

16 → 8 → 5 → 3 → 5 new funds/Q
New funds entering each quarter: 8 → 5 → 3 → 5. AGZD is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 73% of holders stayed 2+ years

■ 73% veterans ■ 13% 1-2yr ■ 13% new
Of 45 current holders: 33 (73%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
10 of 45 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in AGZD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.0
out of 10
Low Exit Risk
Exit risk score 2.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AGZD

In 2025 Q4, 22 hedge funds were net buyers of AGZD (5 opened a new position, 17 added to an existing one), while 21 reduced or exited (15 trimmed, 6 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This extends a 4-quarter selling streak, suggesting sustained institutional caution. 40% of total institutional value in AGZD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 45.

Hedge Fund Ownership: AGZD

How many hedge funds hold AGZD — quarterly history vs. share price
Quarterly hedge fund ownership of AGZD vs. share price

Market Analysis: AGZD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AGZD

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: AGZD
2026 Q1 Stats Unlock in 8 days 45 + Investors

Track Smart Money conviction in AGZD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 45 46 -2.17%
13F Shares 3M 3M -4.1%
Total Value $57M $60M -4.14%
New Positions 5 3 +2
Increased Positions 17 13 +4
Closed Positions 6 5 +1
Reduced Positions 15 22 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AGZD

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Institutional Holders (2026 Q1)

45 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AGZD. Verified SEC 13F-HR filings.

Top 25 institutional holders of AGZD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AXS Investments LLC 0.98% 107,225 $2.4M
2 SYKON CAPITAL LLC 0.77% 102,080 $2.3M
3 GreatBanc Trust CO 0.45% 28,300 $638K
4 WBI INVESTMENTS, LLC 0.35% 55,815 $1.3M
5 McAdam, LLC 0.31% 300,604 $6.8M
6 GILPIN WEALTH MANAGEMENT, LLC 0.29% 16,460 $371K
7 Trilogy Capital Inc. 0.23% 234,103 $5.3M
8 Bucket List Wealth Management, LLC 0.23% 17,180 $386K
9 INTERACTIVE FINANCIAL ADVISORS, INC. 0.19% 12,968 $292K
10 SILVER OAK SECURITIES, INCORPORATED 0.14% 85,158 $1.9M
11 Syntegra Private Wealth Group, LLC 0.04% 17,462 $394K
12 CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% 25,024 $564K
13 Sigma Planning Corp 0.03% 47,730 $1.1M
14 PFG Investments, LLC 0.02% 19,815 $447K
15 Cherry Tree Wealth Management, LLC 0.02% 3,234 $73K
16 Capital Investment Advisory Services, LLC 0.00% 2,300 $52K
17 LPL Financial LLC 0.00% 406,059 $9.2M
18 Private Advisor Group, LLC 0.00% 11,905 $268K
19 Kestra Advisory Services, LLC 0.00% 14,419 $325K
20 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 15,529 $350K
21 Golden State Wealth Management, LLC 0.00% 166 $4K
22 UBS Group AG 0.00% 72,499 $1.6M
23 ENVESTNET ASSET MANAGEMENT INC 0.00% 39,640 $894K
24 HighTower Advisors, LLC 0.00% 9,161 $207K
25 WELLS FARGO & COMPANY/MN 0.00% 1 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD)

What does the Smart Money Trend signal show for AGZD?

Selling streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds reduced or closed their AGZD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AGZD?

Slight buying edge — 51% buying: Last quarter: 22 funds bought or added vs 21 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AGZD holders?

Elite ownership — 40% AUM from top-100 funds: 10 of 45 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in AGZD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AGZD?

73% of holders stayed for 2+ years: 33 out of 45 hedge funds have held AGZD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.