Purchases and Sales Made in Q2 2022 in Wisdom Tree Interest Rate Hedg (AGZD)
This table provides information about the institutional ownership of Wisdom Tree Interest Rate Hedg (AGZD) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
321K+ 48.65% |
$7.31M - $7.49M
|
979K
$22.1M
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
311KNew |
$7.09M - $7.26M
|
311K
$7.01M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
238KNew |
$5.42M - $5.55M
|
238K
$5.36M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
193KNew |
$4.4M - $4.51M
|
193K
$4.35M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
150K+ 481.22% |
$3.41M - $3.5M
|
181K
$4.08M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
136K+ 368.48% |
$3.11M - $3.18M
|
173K
$3.91M
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
75.7KNew |
$1.73M - $1.77M
|
75.7K
$1.71M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
60.1K+ 50.3% |
$1.37M - $1.4M
|
180K
$4.05M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
46.6KNew |
$1.06M - $1.09M
|
46.6K
$1.05M
|
|
Aug 15, 2022
Q2 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
41.9KNew |
$954K - $978K
|
41.9K
$944K
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.5KNew |
$945K - $968K
|
41.5K
$935K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
37.9K+ 17.45% |
$865K - $886K
|
255K
$5.75M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.3KNew |
$850K - $871K
|
37.3K
$840K
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
24.2K+ 47.26% |
$552K - $566K
|
75.5K
$1.7M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.2K+ 3.64% |
$505K - $518K
|
630K
$14.2M
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
16.5K+ 37.44% |
$377K - $386K
|
60.7K
$1.37M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
13.8K+ 42.9% |
$314K - $322K
|
45.9K
$1.04M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
13.5K+ 134.65% |
$308K - $315K
|
23.5K
$531K
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
10.1KNew |
$230K - $235K
|
10.1K
$227K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.71KNew |
$221K - $227K
|
9.71K
$219K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.04KNew |
$161K - $165K
|
7.04K
$159K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
6.84K+ 3.76% |
$156K - $160K
|
189K
$4.26M
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
6.06KNew |
$138K - $142K
|
6.06K
$137K
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.12KNew |
$117K - $120K
|
5.12K
$115K
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.05KNew |
$115K - $118K
|
5.05K
$114K
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
2.52K+ 30.95% |
$57.4K - $58.8K
|
10.6K
$240K
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2.19KNew |
$49.9K - $51.1K
|
2.19K
$49.3K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.77K+ 8.94% |
$40.2K - $41.2K
|
21.5K
$485K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.31K+ 14.18% |
$29.9K - $30.6K
|
10.6K
$238K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.27K+ 2.39% |
$29K - $29.7K
|
54.4K
$1.23M
|
|
Jul 20, 2022
Q2 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
856+ 0.09% |
$19.5K - $20K
|
935K
$21.1M
|
|
Aug 04, 2022
Q2 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
203+ 1.63% |
$4.63K - $4.74K
|
12.7K
$286K
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
57+ 0.81% |
$1.3K - $1.33K
|
7.08K
$160K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
34New |
$775 - $794
|
34
$767
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4- 0.05% |
$91.2 - $93.4
|
8.67K
$195K
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-153- 9.0% |
$3.49K - $3.57K
|
1.55K
$34.9K
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-191- 34.17% |
$4.35K - $4.46K
|
368
$8.3K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-211Closed |
$4.81K - $4.93K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-281- 0.26% |
$6.41K - $6.56K
|
108K
$2.44M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-287Closed |
$6.54K - $6.7K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-376- 40.6% |
$8.57K - $8.78K
|
550
$12.4K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-520- 99.81% |
$11.9K - $12.1K
|
1
$22.6
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
SELL
|
- |
-1.26K- 2.21% |
$28.8K - $29.5K
|
56K
$1.26M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.17K- 3.65% |
$72.2K - $73.9K
|
83.6K
$1.88M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.48KClosed |
$79.3K - $81.3K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.91KClosed |
$112K - $115K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-5.71K- 16.82% |
$130K - $133K
|
28.2K
$636K
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.67K- 7.37% |
$198K - $203K
|
109K
$2.46M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.4K- 1.95% |
$238K - $244K
|
524K
$11.8M
|