WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD)

• Market cap: $130M
• 1 day: 0.13%
• 5 days: -1.02%
• 1 month: -0.53%
• 3 months: -0.53%
• 6 months: 0.36%
• Year to date: -0.18%
• 1 year: 1.50%
• 5 years: -5.10%
• 10 years: -9.26%

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

7% more funds holding

Funds holding: 54 [Q3] → 58 (+4) [Q4]

0.43% more ownership

Funds ownership: 76.84% [Q3] → 77.28% (+0.43%) [Q4]

21% less capital invested

Capital invested by funds: $133M [Q3] → $105M (-$27.6M) [Q4]

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

50% less funds holding in top 10

Funds holding in top 10: 2 [Q3] → 1 (-1) [Q4]