Purchases and Sales Made in Q4 2022 in Wisdom Tree Interest Rate Hedg (AGZD)

AGZD Quotes by TradingView

This table provides information about the institutional ownership of Wisdom Tree Interest Rate Hedg (AGZD) during Q4 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
Jan 19, 2023 Q4 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
316K
+ 526.84%
$7.15M - $14.6M
376K $8.47M
Feb 09, 2023 Q4 2022
Trilogy Capital Inc.

BUY
 -
315K
+ 87.7%
$7.14M - $14.6M
675K $15.2M
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
114K
New
$2.58M - $5.27M
114K $2.58M
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
24.5K
New
$555K - $1.13M
24.5K $553K
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

BUY
 -
22.1K
New
$501K - $1.02M
22.1K $499K
Feb 14, 2023 Q4 2022
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
20K
+ 19.58%
$453K - $924K
122K $2.76M
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
BUY
 -
16.6K
+ 168.5%
$375K - $765K
26.4K $596K
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
9.99K
+ 14.77%
$226K - $461K
77.6K $1.75M
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

BUY
 -
9.56K
New
$216K - $441K
9.56K $216K
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
9.48K
+ 62.26%
$215K - $437K
24.7K $557K
Feb 13, 2023 Q4 2022
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
8.73K
New
$198K - $403K
8.73K $197K
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
7.97K
+ 7.56%
$180K - $368K
113K $2.56M
Jan 27, 2023 Q4 2022
Adamsbrown Wealth Consultants LLC

BUY
 -
4.9K
+ 29.1%
$111K - $226K
21.7K $490K
Feb 14, 2023 Q4 2022
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
4.77K
+ 16.32%
$108K - $220K
34K $766K
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

BUY
 -
4.26K
+ 15.86%
$96.5K - $197K
31.1K $702K
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
4.16K
+ 37.69%
$94.1K - $192K
15.2K $343K
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
2.56K
+ 36.53%
$57.9K - $118K
9.56K $216K
Feb 15, 2023 Q4 2022
Cerity Partners LLC

New York, NY
BUY
 -
2.28K
+ 11.28%
$51.7K - $105K
22.5K $508K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.54K
New
$34.7K - $70.8K
1.54K $34.6K
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.02K
+ 2.52%
$23.2K - $47.2K
41.6K $939K
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
873
New
$19.8K - $40.3K
873 $19.7K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
859
New
$19.4K - $39.6K
859 $19.4K
Feb 08, 2023 Q4 2022
Interactive Financial Advisors

Chicago, IL
BUY
 -
667
+ 8.75%
$15.1K - $30.8K
8.29K $187K
Jan 31, 2023 Q4 2022
Tower Wealth Partners, Inc.

Lewisburg, PA
BUY
 -
233
+ 0.63%
$5.27K - $10.8K
37.5K $844K
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
88
+ 0.71%
$1.99K - $4.06K
12.5K $281K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
46
+ 0.1%
$1.04K - $2.12K
47K $1.06M
Feb 01, 2023 Q4 2022
Financial Advisory Service, Inc.

BUY
 -
4
+ 6.9%
$90.5 - $185
62 $1.4K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
3
New
$67.9 - $138
3 $67.7
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 18, 2023 Q4 2022
Private Trust CO Na

SELL
 -
-195
- 85.53%
$4.41K - $9K
33 $744
Feb 14, 2023 Q4 2022
Professional Financial Advisors, LLC

SELL
 -
-213
- 2.24%
$4.82K - $9.83K
9.28K $209K
Jan 24, 2023 Q4 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-300
- 1.65%
$6.79K - $13.8K
17.9K $403K
Feb 14, 2023 Q4 2022
First Wilshire Securities Management Inc

Pasadena, CA
SELL
 -
-300
- 3.53%
$6.79K - $13.8K
8.2K $185K
Feb 15, 2023 Q4 2022
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-300
- 19.52%
$6.79K - $13.8K
1.24K $27.9K
Feb 15, 2023 Q4 2022
Financial Gravity Asset Management, Inc.

SELL
 -
-325
- 88.32%
$7.35K - $15K
43 $970
Feb 02, 2023 Q4 2022
Neirg Wealth Management, LLC

SELL
 -
-1.34K
- 9.63%
$30.3K - $61.8K
12.6K $283K
Feb 02, 2023 Q4 2022
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-3.72K
- 2.09%
$84.2K - $172K
174K $3.93M
Jan 17, 2023 Q4 2022
Black Diamond Wealth Management Inc.

SELL
 -
-5.59K
- 9.65%
$126K - $258K
52.3K $1.18M
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-6.03K
- 29.89%
$136K - $278K
14.1K $319K
Jan 27, 2023 Q4 2022
Mc Adam, LLC

SELL
 -
-6.66K
- 11.48%
$151K - $307K
51.3K $1.16M
Jul 24, 2024 Q4 2022
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-6.66K
Closed
$151K - $307K
0 $0
Feb 14, 2023 Q4 2022
Pacific Capital Wealth Advisors, Inc

SELL
 -
-7.39K
- 26.19%
$167K - $341K
20.8K $470K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

SELL
 -
-11.8K
- 6.02%
$267K - $544K
184K $4.16M
Feb 03, 2023 Q4 2022
D.A. Davidson & Co.

SELL
 -
-12.5K
- 6.23%
$282K - $576K
188K $4.24M
Feb 01, 2023 Q4 2022
Barber Financial Group, Inc.

SELL
 -
-13.2K
- 4.35%
$298K - $607K
290K $6.53M
Feb 08, 2023 Q4 2022
Ubs Group Ag

SELL
 -
-15.7K
- 7.37%
$355K - $724K
197K $4.45M
Jan 27, 2023 Q4 2022
Main Street Financial Solutions, LLC

SELL
 -
-26.9K
- 35.69%
$609K - $1.24M
48.5K $1.09M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-29.2K
- 15.03%
$661K - $1.35M
165K $3.72M
Feb 14, 2023 Q4 2022
Jane Street Group, LLC

New York, NY
SELL
 -
-35.4K
- 68.63%
$800K - $1.63M
16.2K $365K

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