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

• Market cap: $136M
• 1 day: -0.22%
• 5 days: -0.93%
• 1 month: 0.09%
• 3 months: 0.18%
• 6 months: 1.22%
• Year to date: 2.60%
• 1 year: 2.60%
• 5 years: -6.57%
• 10 years: -8.96%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

2.04% less ownership

Funds ownership: 75.89% [Q2] → 73.85% (-2.04%) [Q3]

5% less capital invested

Capital invested by funds: $135M [Q2] → $127M (-$7.05M) [Q3]

5% less funds holding

Funds holding: 56 [Q2] → 53 (-3) [Q3]

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

36% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 22