Purchases and Sales Made in Q1 2024 in Wisdom Tree Interest Rate Hedg (AGZD)
This table provides information about the institutional ownership of Wisdom Tree Interest Rate Hedg (AGZD) during Q1 2024. 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 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
518KNew |
$11.3M - $11.5M
|
518K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
125K+ 13.83% |
$2.72M - $2.76M
|
1.03M
$23.1M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
76.3KNew |
$1.67M - $1.69M
|
76.3K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
56.7K+ 362.38% |
$1.24M - $1.26M
|
72.3K
$1.63M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
29.3K+ 104.65% |
$640K - $650K
|
57.3K
$1.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
28K+ 15.7% |
$612K - $622K
|
207K
$4.66M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
16.8K+ 277.67% |
$366K - $372K
|
22.8K
$514K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
12.3K+ 102.52% |
$269K - $274K
|
24.4K
$550K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.45K+ 18.95% |
$184K - $187K
|
53K
$1.2M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.11KNew |
$155K - $158K
|
7.11K
$160K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.13K+ 5.37% |
$112K - $114K
|
101K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.88K+ 0.76% |
$107K - $108K
|
643K
$14.5M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.98K+ 8474.47% |
$86.9K - $88.3K
|
4.03K
$90.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
3.16K+ 3.61% |
$68.9K - $70K
|
90.6K
$2.04M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.93K+ 26.55% |
$64K - $65K
|
14K
$315K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.83K+ 4.52% |
$39.9K - $40.6K
|
42.3K
$955K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.76K+ 3.14% |
$38.4K - $39K
|
57.8K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 1.78% |
$23K - $23.3K
|
60.2K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
494+ 3.9% |
$10.8K - $11K
|
13.2K
$297K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
482+ 1.07% |
$10.5K - $10.7K
|
45.6K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
310+ 0.88% |
$6.77K - $6.88K
|
35.4K
$799K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
158+ 0.71% |
$3.45K - $3.5K
|
22.4K
$504K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
106+ 50.96% |
$2.31K - $2.35K
|
314
$7.08K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.2% |
$633 - $643
|
14.3K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
21+ 0.91% |
$458 - $466
|
2.33K
$52.6K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$21.8 - $22.2
|
1
$22.6
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-43- 87.76% |
$939 - $954
|
6
$135
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-91- 12.67% |
$1.99K - $2.02K
|
627
$14.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-96- 0.73% |
$2.1K - $2.13K
|
13.1K
$296K
|
|
|
May 15, 2024
Q1 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-1.16K- 7.06% |
$25.3K - $25.7K
|
15.2K
$344K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.4K- 13.23% |
$52.3K - $53.2K
|
15.7K
$354K
|
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-2.96K- 16.67% |
$64.5K - $65.5K
|
14.8K
$333K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.61K- 3.39% |
$78.7K - $80K
|
103K
$2.32M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.68K- 3.05% |
$80.2K - $81.5K
|
117K
$2.63M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.6K- 9.31% |
$100K - $102K
|
44.8K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.91K- 1.89% |
$107K - $109K
|
256K
$5.77M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.6K- 4.25% |
$231K - $235K
|
239K
$5.39M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.8K- 21.57% |
$236K - $240K
|
39.3K
$887K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-14.4K- 2.02% |
$315K - $320K
|
700K
$15.8M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.9K- 13.36% |
$325K - $330K
|
96.6K
$2.18M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17.4K- 16.35% |
$379K - $385K
|
88.9K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.1K- 77.0% |
$526K - $534K
|
7.2K
$162K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.8K- 78.85% |
$585K - $595K
|
7.2K
$162K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-29K- 41.33% |
$632K - $642K
|
41.1K
$927K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-54.9K- 71.59% |
$1.2M - $1.22M
|
21.8K
$491K
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-80.6K- 49.86% |
$1.76M - $1.79M
|
81K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-139K- 17.78% |
$3.04M - $3.09M
|
644K
$14.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-149K- 91.19% |
$3.26M - $3.32M
|
14.4K
$325K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-349K- 82.82% |
$7.62M - $7.74M
|
72.4K
$1.63M
|