Purchases and Sales Made in Q1 2025 in Wisdom Tree Interest Rate Hedg (AGZD)
This table provides information about the institutional ownership of Wisdom Tree Interest Rate Hedg (AGZD) during Q1 2025. 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 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
341K+ 826.81% |
$7.6M - $7.73M
|
383K
$8.56M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
133KNew |
$2.96M - $3.01M
|
133K
$2.98M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
131K+ 178.24% |
$2.93M - $2.98M
|
205K
$4.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
111KNew |
$2.46M - $2.51M
|
111K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
60.4K+ 306.6% |
$1.35M - $1.37M
|
80.1K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
51.5KNew |
$1.15M - $1.17M
|
51.5K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.2KNew |
$806K - $820K
|
36.2K
$810K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.4KNew |
$520K - $529K
|
23.4K
$522K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
21.2KNew |
$473K - $481K
|
21.2K
$475K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
17.3K+ 1.92% |
$385K - $392K
|
917K
$20.5M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.2K+ 21.37% |
$315K - $321K
|
80.4K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12K+ 25.87% |
$268K - $273K
|
58.6K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
11.6K+ 27.31% |
$259K - $263K
|
54.2K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.1KNew |
$247K - $252K
|
11.1K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.4KNew |
$232K - $236K
|
10.4K
$233K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.38K+ 42.87% |
$120K - $122K
|
17.9K
$401K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.22K+ 13.67% |
$94K - $95.6K
|
35.1K
$785K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.53K+ 9.22% |
$56.4K - $57.3K
|
30K
$671K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.54K+ 2.92% |
$34.2K - $34.8K
|
54.2K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.15K+ 7.83% |
$25.7K - $26.1K
|
15.9K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
604+ 0.94% |
$13.5K - $13.7K
|
65.1K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
488New |
$10.9K - $11.1K
|
488
$10.9K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
234+ 23400.0% |
$5.21K - $5.3K
|
235
$5.26K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
166+ 100.0% |
$3.7K - $3.76K
|
332
$7.43K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17New |
$379 - $385
|
17
$380
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.85% |
$44.5 - $45.3
|
236
$5.28K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.93% |
$44.5 - $45.3
|
218
$4.88K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-150- 1.19% |
$3.34K - $3.4K
|
12.5K
$279K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-166- 50.0% |
$3.7K - $3.76K
|
166
$3.71K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-208- 0.1% |
$4.63K - $4.71K
|
203K
$4.54M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-365- 0.16% |
$8.13K - $8.27K
|
228K
$5.11M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-421- 65.88% |
$9.38K - $9.54K
|
218
$4.88K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-427- 2.0% |
$9.51K - $9.67K
|
20.9K
$468K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-443- 21.79% |
$9.87K - $10K
|
1.59K
$35.6K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-635- 4.68% |
$14.1K - $14.4K
|
12.9K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.68K- 0.84% |
$37.3K - $38K
|
199K
$4.44M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.82K- 16.61% |
$85.1K - $86.5K
|
19.2K
$429K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-8.57K- 43.76% |
$191K - $194K
|
11K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-30.2K- 62.12% |
$673K - $684K
|
18.4K
$412K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-46.2K- 53.07% |
$1.03M - $1.05M
|
40.9K
$914K
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-68.8K- 39.93% |
$1.53M - $1.56M
|
104K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-84.3K- 14.06% |
$1.88M - $1.91M
|
515K
$11.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-150K- 26.0% |
$3.35M - $3.41M
|
428K
$9.58M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-176K- 93.25% |
$3.92M - $3.98M
|
12.7K
$285K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-230K- 87.51% |
$5.11M - $5.2M
|
32.8K
$733K
|