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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-22.4K- 3.32% |
$971K - $990K
|
653K
$14.7M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-34.6K- 19.83% |
$1.5M - $1.53M
|
140K
$3.15M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45.6K- 27.62% |
$1.97M - $2.01M
|
119K
$2.69M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-88.3K- 77.34% |
$3.82M - $3.9M
|
25.9K
$583K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-121K- 61.45% |
$5.24M - $5.34M
|
76K
$1.71M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-356K- 94.73% |
$15.4M - $15.7M
|
19.8K
$446K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-374K- 39.92% |
$16.2M - $16.5M
|
563K
$12.7M
|