Purchases and Sales Made in Q1 2025 in Wisdomtree Tr Interest Rate He (HYZD)
This table provides information about the institutional ownership of Wisdomtree Tr Interest Rate He (HYZD) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
155+ 1.52% |
$3.39K - $3.51K
|
10.3K
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-56- 0.21% |
$1.23K - $1.27K
|
26.2K
$571K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-88- 0.14% |
$1.93K - $1.99K
|
62.6K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-784- 6.37% |
$17.2K - $17.8K
|
11.5K
$251K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.74K- 21.37% |
$104K - $107K
|
17.5K
$381K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-5K- 27.78% |
$109K - $113K
|
13K
$284K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-5.92K- 5.19% |
$130K - $134K
|
108K
$2.36M
|