Purchases and Sales Made in Q3 2021 in Wisdom Tree Interest Rate Hedg (AGZD)
This table provides information about the institutional ownership of Wisdom Tree Interest Rate Hedg (AGZD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
144K+ 106.16% |
$3.38M - $3.4M
|
281K
$6.33M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.8KNew |
$1.14M - $1.15M
|
48.8K
$1.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
37.2K+ 40.69% |
$869K - $875K
|
128K
$2.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
30.4KNew |
$712K - $717K
|
30.4K
$687K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.4K+ 8.92% |
$360K - $362K
|
188K
$4.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.8KNew |
$347K - $349K
|
14.8K
$334K
|
|
|
Oct 14, 2021
Q3 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
12.6K+ 1.17% |
$295K - $297K
|
1.09M
$24.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.6KNew |
$272K - $274K
|
11.6K
$262K
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8.83K+ 154.85% |
$207K - $208K
|
14.5K
$328K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.93K+ 7.4% |
$185K - $187K
|
115K
$2.6M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.84K+ 5.8% |
$137K - $138K
|
107K
$2.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.47K+ 16.55% |
$128K - $129K
|
38.5K
$869K
|
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
BUY
|
- |
5.01KNew |
$117K - $118K
|
5.01K
$113K
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
4.35K+ 10.97% |
$102K - $102K
|
43.9K
$991K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.99K+ 2.36% |
$93.4K - $94K
|
173K
$3.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.84K+ 8.2% |
$43K - $43.3K
|
24.3K
$547K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.37K+ 262.0% |
$31.9K - $32.1K
|
1.89K
$42.5K
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.06K+ 5.91% |
$24.9K - $25K
|
19K
$429K
|
|
|
Nov 03, 2021
Q3 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1KNew |
$23.4K - $23.5K
|
1K
$22.6K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
739+ 11.4% |
$17.3K - $17.4K
|
7.22K
$163K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
287New |
$6.71K - $6.76K
|
287
$6.47K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
208New |
$4.86K - $4.9K
|
208
$4.69K
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
71+ 1.1% |
$1.66K - $1.67K
|
6.52K
$147K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28+ 0.31% |
$655 - $659
|
9.2K
$207K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-210- 9.14% |
$4.91K - $4.94K
|
2.09K
$47.1K
|
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-640- 1.85% |
$15K - $15.1K
|
33.9K
$765K
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-676- 6.16% |
$15.8K - $15.9K
|
10.3K
$232K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-787- 2.2% |
$18.4K - $18.5K
|
35K
$788K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.36K- 34.03% |
$55.1K - $55.5K
|
4.57K
$103K
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.07K- 21.52% |
$119K - $119K
|
18.5K
$417K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.45KClosed |
$151K - $152K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-7.72K- 2.92% |
$180K - $182K
|
256K
$5.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.8K- 4.2% |
$276K - $278K
|
269K
$6.07M
|