Purchases and Sales Made in Q1 2023 in Wisdomtree Tr Interest Rate He (HYZD)
This table provides information about the institutional ownership of Wisdomtree Tr Interest Rate He (HYZD) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR INTEREST RATE HE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
516K+ 426.09% |
$10.4M - $11M
|
637K
$14.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
57.8KNew |
$1.16M - $1.23M
|
57.8K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
56.2K+ 60.03% |
$1.13M - $1.2M
|
150K
$3.38M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
49.9K+ 4.85% |
$1.01M - $1.06M
|
1.08M
$24.3M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.9KNew |
$884K - $935K
|
43.9K
$990K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.4K+ 8.28% |
$612K - $647K
|
397K
$8.95M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15K+ 5.62% |
$302K - $319K
|
282K
$6.35M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10KNew |
$202K - $214K
|
10K
$226K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
9.65KNew |
$194K - $205K
|
9.65K
$217K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8.27KNew |
$167K - $176K
|
8.27K
$186K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.03K+ 23.56% |
$101K - $107K
|
26.4K
$594K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.5K+ 38.81% |
$90.6K - $95.8K
|
16.1K
$363K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.57K+ 1.76% |
$51.7K - $54.7K
|
149K
$3.35M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.38K+ 4.48% |
$48K - $50.7K
|
55.6K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.52K+ 4.12% |
$30.5K - $32.3K
|
38.3K
$864K
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.17K+ 3.08% |
$23.5K - $24.9K
|
39.1K
$881K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.08K+ 4682.61% |
$21.7K - $22.9K
|
1.1K
$24.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
867+ 4.01% |
$17.5K - $18.5K
|
22.5K
$507K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
181New |
$3.65K - $3.86K
|
181
$4.08K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
176+ 4.63% |
$3.54K - $3.75K
|
3.98K
$89.7K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12- 0.07% |
$242 - $256
|
18.1K
$409K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-178- 0.18% |
$3.58K - $3.79K
|
98.9K
$2.23M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-298- 2.67% |
$6K - $6.35K
|
10.8K
$244K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-377- 1.11% |
$7.59K - $8.03K
|
33.7K
$760K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-411- 1.11% |
$8.28K - $8.75K
|
36.6K
$826K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-460- 1.31% |
$9.26K - $9.8K
|
34.7K
$782K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-571- 1.08% |
$11.5K - $12.2K
|
52.3K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-646- 1.76% |
$13K - $13.8K
|
36.1K
$813K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-700- 56.0% |
$14.1K - $14.9K
|
550
$12.4K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.08K- 97.91% |
$21.7K - $22.9K
|
23
$518
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.8K- 8.46% |
$36.3K - $38.4K
|
19.5K
$440K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-1.95K- 5.94% |
$39.3K - $41.6K
|
30.9K
$697K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.79K- 12.63% |
$56.2K - $59.4K
|
19.3K
$435K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.99K- 17.54% |
$60.2K - $63.7K
|
14.1K
$317K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.9K- 13.78% |
$159K - $168K
|
49.4K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.95K- 1.4% |
$160K - $169K
|
560K
$12.6M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.7K- 5.18% |
$235K - $248K
|
213K
$4.81M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16.3K- 2.01% |
$329K - $348K
|
797K
$18M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-21.5K- 21.8% |
$433K - $458K
|
77.1K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.5K- 4.89% |
$513K - $543K
|
495K
$11.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-52.5K- 45.98% |
$1.06M - $1.12M
|
61.7K
$1.39M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-73.3K- 44.69% |
$1.48M - $1.56M
|
90.7K
$2.05M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-94.7K- 95.82% |
$1.91M - $2.02M
|
4.13K
$93.1K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-346K- 31.54% |
$6.97M - $7.37M
|
751K
$16.9M
|