Purchases and Sales Made in Q2 2021 in Wisdom Tree Interest Rate Hedg (AGZD)
This table provides information about the institutional ownership of Wisdom Tree Interest Rate Hedg (AGZD) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 21, 2021
Q2 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
1.08MNew |
N/A
|
1.08M
$24.1M
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
172KNew |
N/A
|
172K
$3.85M
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
169KNew |
N/A
|
169K
$3.77M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
101KNew |
N/A
|
101K
$2.25M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
85.8K+ 1572.23% |
N/A
|
91.3K
$2.04M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.2K+ 64.26% |
N/A
|
136K
$3.03M
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.8K+ 59.11% |
N/A
|
107K
$2.39M
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
35.7KNew |
N/A
|
35.7K
$797K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
17.4K+ 2896.17% |
N/A
|
18K
$401K
|
|
Aug 02, 2021
Q2 2021
|
Mc Adam, LLC
|
BUY
|
- |
14.2K+ 55.93% |
N/A
|
39.6K
$883K
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
11KNew |
N/A
|
11K
$245K
|
|
Aug 17, 2021
Q2 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
8.5KNew |
N/A
|
8.5K
$190K
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
521New |
N/A
|
521
$11.6K
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
520+ 52000.0% |
N/A
|
521
$11.6K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26+ 0.28% |
N/A
|
9.17K
$205K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11- 0.48% |
N/A
|
2.3K
$51.2K
|
|
Aug 04, 2021
Q2 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-39- 0.81% |
N/A
|
4.76K
$106K
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-900Closed |
N/A
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.01K- 13.5% |
N/A
|
6.45K
$144K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4K- 38.13% |
N/A
|
6.48K
$145K
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.41KClosed |
N/A
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.05K- 42.16% |
N/A
|
6.93K
$154K
|
|
Aug 09, 2021
Q2 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-13.1K- 69.66% |
N/A
|
5.71K
$127K
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13.7K- 4.65% |
N/A
|
281K
$6.26M
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.9KClosed |
N/A
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.1K- 64.71% |
N/A
|
22.4K
$500K
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-43KClosed |
N/A
|
0
$0
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-46K- 66.09% |
N/A
|
23.6K
$526K
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-109K- 29.22% |
N/A
|
264K
$5.89M
|