Purchases and Sales Made in Q4 2023 in Wisdom Tree Interest Rate Hedg (AGZD)
This table provides information about the institutional ownership of Wisdom Tree Interest Rate Hedg (AGZD) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-35.9K- 37.77% |
$785K - $807K
|
59.2K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-68.1K- 49.3% |
$1.49M - $1.53M
|
70.1K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-68.6K- 29.49% |
$1.5M - $1.54M
|
164K
$3.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-90K- 85.19% |
$1.97M - $2.02M
|
15.6K
$352K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-95.6K- 44.27% |
$2.09M - $2.15M
|
120K
$2.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-148K- 89.33% |
$3.24M - $3.33M
|
17.7K
$400K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-149K- 57.19% |
$3.26M - $3.35M
|
112K
$2.51M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-221KClosed |
$4.82M - $4.96M
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-476K- 39.96% |
$10.4M - $10.7M
|
715K
$16.1M
|