Purchases and Sales Made in Q1 2023 in Wisdom Tree Interest Rate Hedg (AGZD)
This table provides information about the institutional ownership of Wisdom Tree Interest Rate Hedg (AGZD) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOM TREE INTEREST RATE HEDG.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
190K+ 1175.43% |
$8.23M - $8.39M
|
206K
$4.65M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
98.6K+ 26.11% |
$4.27M - $4.35M
|
476K
$10.7M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.1KNew |
$1.74M - $1.77M
|
40.1K
$904K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
26.6KNew |
$1.15M - $1.18M
|
26.6K
$601K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
26.5K+ 14.09% |
$1.15M - $1.17M
|
214K
$4.83M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.8K+ 71.33% |
$815K - $831K
|
45.2K
$1.02M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.9K+ 67.57% |
$732K - $746K
|
42K
$946K
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
16.7KNew |
$722K - $736K
|
16.7K
$376K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.8KNew |
$510K - $519K
|
11.8K
$265K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11KNew |
$476K - $485K
|
11K
$248K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.34KNew |
$404K - $412K
|
9.34K
$211K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
8.05K+ 2.78% |
$348K - $355K
|
298K
$6.71M
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
8KNew |
$346K - $353K
|
8K
$180K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.73KNew |
$291K - $297K
|
6.73K
$152K
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.62KNew |
$286K - $292K
|
6.62K
$149K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5.23K+ 54.66% |
$226K - $231K
|
14.8K
$334K
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
4.74K+ 9.24% |
$205K - $209K
|
56.1K
$1.26M
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.62K+ 7.48% |
$157K - $160K
|
52.1K
$1.17M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.77K+ 2.44% |
$120K - $122K
|
116K
$2.62M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.36K+ 9.53% |
$102K - $104K
|
27.1K
$610K
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.58K+ 7.25% |
$68.2K - $69.5K
|
23.3K
$526K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.49K+ 4.38% |
$64.5K - $65.7K
|
35.5K
$800K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.47K+ 2194.03% |
$63.6K - $64.9K
|
1.54K
$34.7K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
913New |
$39.5K - $40.3K
|
913
$20.6K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
711+ 4.68% |
$30.8K - $31.4K
|
15.9K
$359K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
667+ 9.86% |
$28.9K - $29.4K
|
7.43K
$168K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
598+ 1812.12% |
$25.9K - $26.4K
|
631
$14.2K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
400New |
$17.3K - $17.6K
|
400
$9.02K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
341New |
$14.8K - $15K
|
341
$7.69K
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
253+ 3.05% |
$11K - $11.2K
|
8.54K
$193K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
152+ 0.37% |
$6.58K - $6.71K
|
41.8K
$942K
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
51+ 0.14% |
$2.21K - $2.25K
|
37.5K
$846K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 2.33% |
$43.3 - $44.1
|
44
$992
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$43.3 - $44.1
|
1
$22.6
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-200- 1.12% |
$8.66K - $8.82K
|
17.7K
$399K
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-241- 1.92% |
$10.4K - $10.6K
|
12.3K
$278K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-764- 6.13% |
$33.1K - $33.7K
|
11.7K
$264K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-794- 90.95% |
$34.4K - $35K
|
79
$1.78K
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.17K- 94.58% |
$50.6K - $51.6K
|
67
$1.51K
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-1.23K- 12.96% |
$53.3K - $54.4K
|
8.28K
$187K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.54KClosed |
$66.5K - $67.7K
|
0
$0
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.16K- 1.71% |
$137K - $139K
|
181K
$4.08M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.34K- 17.68% |
$188K - $191K
|
20.2K
$455K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.51K- 5.8% |
$195K - $199K
|
73.1K
$1.65M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.21K- 36.81% |
$225K - $230K
|
8.94K
$202K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.28K- 16.95% |
$229K - $233K
|
25.9K
$583K
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.76K- 4.71% |
$249K - $254K
|
117K
$2.63M
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-15.4K- 66.25% |
$668K - $681K
|
7.86K
$177K
|