Purchases and Sales Made in Q1 2024 in Wisdomtree Tr Interest Rate He (HYZD)
This table provides information about the institutional ownership of Wisdomtree Tr Interest Rate He (HYZD) during Q1 2024. 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, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
587K+ 589.98% |
$12.6M - $13M
|
687K
$15.4M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
448K+ 62.11% |
$9.63M - $9.94M
|
1.17M
$26.2M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
146K+ 12.84% |
$3.14M - $3.24M
|
1.28M
$28.8M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
51.7K+ 173.47% |
$1.11M - $1.15M
|
81.5K
$1.83M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.9K+ 11.96% |
$1.07M - $1.11M
|
467K
$10.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.9K+ 6.83% |
$901K - $930K
|
656K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
38.7K+ 58.02% |
$831K - $858K
|
105K
$2.36M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.5KNew |
$806K - $832K
|
37.5K
$840K
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
25.6KNew |
$550K - $567K
|
25.6K
$573K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20K+ 3.2% |
$430K - $444K
|
646K
$14.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
11.1KNew |
$239K - $246K
|
11.1K
$249K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.74KNew |
$209K - $216K
|
9.74K
$218K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.67K+ 15.13% |
$143K - $148K
|
50.8K
$1.14M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.39K+ 174.98% |
$137K - $142K
|
10K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
5.06K+ 35.38% |
$109K - $112K
|
19.4K
$434K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.4K+ 44.56% |
$94.6K - $97.6K
|
14.3K
$320K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
4.35K+ 696.0% |
$93.4K - $96.4K
|
4.98K
$111K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.58K+ 10.63% |
$77K - $79.4K
|
37.3K
$835K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.22K+ 34.05% |
$69.2K - $71.4K
|
12.7K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.88K+ 1.99% |
$40.5K - $41.8K
|
96.6K
$2.16M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.87K+ 19.12% |
$40.1K - $41.3K
|
11.6K
$260K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.52K+ 14.77% |
$32.5K - $33.6K
|
11.8K
$264K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.35K+ 2.82% |
$29K - $30K
|
49.2K
$1.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
787+ 7.03% |
$16.9K - $17.4K
|
12K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
787New |
$16.9K - $17.4K
|
787
$17.6K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
300New |
$6.44K - $6.65K
|
300
$6.72K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
149+ 0.86% |
$3.2K - $3.3K
|
17.5K
$392K
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
138+ 1.44% |
$2.96K - $3.06K
|
9.7K
$217K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
123New |
$2.64K - $2.73K
|
123
$2.76K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
51New |
$1.1K - $1.13K
|
51
$1.14K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.06% |
$43 - $44.3
|
191
$4.28K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-831- 2.44% |
$17.8K - $18.4K
|
33.2K
$745K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-872- 1.51% |
$18.7K - $19.3K
|
56.7K
$1.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.02K- 2.53% |
$21.9K - $22.6K
|
39.3K
$881K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.44K- 7.05% |
$31K - $31.9K
|
19K
$426K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.57K- 14.31% |
$33.7K - $34.8K
|
9.41K
$211K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.84K- 4.42% |
$39.5K - $40.7K
|
39.7K
$890K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.18K- 2.74% |
$46.9K - $48.4K
|
77.4K
$1.73M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3K- 14.29% |
$64.4K - $66.5K
|
18K
$403K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.52K- 99.97% |
$75.7K - $78.1K
|
1
$22.4
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-4.85K- 14.95% |
$104K - $108K
|
27.6K
$618K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.83K- 17.3% |
$125K - $129K
|
27.8K
$624K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.28K- 1.43% |
$156K - $161K
|
502K
$11.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.9K- 44.26% |
$299K - $309K
|
17.6K
$393K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.4K- 19.98% |
$503K - $519K
|
93.7K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-43.7K- 78.94% |
$939K - $969K
|
11.7K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-52.8K- 43.85% |
$1.13M - $1.17M
|
67.6K
$1.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-55.5K- 59.2% |
$1.19M - $1.23M
|
38.3K
$857K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-60.1K- 82.58% |
$1.29M - $1.33M
|
12.7K
$284K
|