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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
284K+ 38.68% |
$6.21M - $6.43M
|
1.02M
$22.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
169K+ 29.55% |
$3.7M - $3.82M
|
740K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
106K+ 1087.81% |
$2.32M - $2.4M
|
116K
$2.57M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
83.3K+ 260.33% |
$1.82M - $1.89M
|
115K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52.9K+ 52.88% |
$1.16M - $1.2M
|
153K
$3.4M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
45.6KNew |
$998K - $1.03M
|
45.6K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
42.1K+ 20.0% |
$922K - $953K
|
253K
$5.61M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
23.4KNew |
$512K - $530K
|
23.4K
$520K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
23.3KNew |
$511K - $528K
|
23.3K
$518K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.3KNew |
$489K - $506K
|
22.3K
$496K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.1K+ 79.04% |
$351K - $364K
|
36.4K
$808K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.6K+ 52.17% |
$342K - $354K
|
45.6K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$252K - $261K
|
11.5K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.8K+ 12.92% |
$237K - $245K
|
94.6K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7.13K+ 1145.5% |
$156K - $161K
|
7.75K
$172K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6.47K+ 0.47% |
$142K - $146K
|
1.39M
$30.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.87K+ 29.42% |
$107K - $110K
|
21.4K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.73K+ 2.73% |
$81.6K - $84.5K
|
140K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.66K+ 5.11% |
$80.1K - $82.8K
|
75.3K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.99K+ 9.27% |
$65.4K - $67.7K
|
35.2K
$783K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.89K+ 3.12% |
$41.4K - $42.8K
|
62.4K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1.75K+ 5.06% |
$38.4K - $39.7K
|
36.4K
$810K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
924+ 4.32% |
$20.2K - $20.9K
|
22.3K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
785+ 32.53% |
$17.2K - $17.8K
|
3.2K
$71.1K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
464+ 1.53% |
$10.2K - $10.5K
|
30.8K
$684K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
433+ 1.81% |
$9.48K - $9.81K
|
24.3K
$540K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
416+ 2.0% |
$9.11K - $9.42K
|
21.2K
$471K
|
|
|
Apr 11, 2025
Q1 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
155+ 1.52% |
$3.39K - $3.51K
|
10.3K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
116New |
$2.54K - $2.63K
|
116
$2.58K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
28+ 5.75% |
$613 - $634
|
515
$11.4K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14+ 2.03% |
$306 - $317
|
703
$15.6K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$21.9 - $22.7
|
1
$22.2
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-56- 0.21% |
$1.23K - $1.27K
|
26.2K
$582K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-88- 0.14% |
$1.93K - $1.99K
|
62.6K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-550- 6.25% |
$12K - $12.5K
|
8.25K
$183K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-731- 1.46% |
$16K - $16.6K
|
49.2K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-784- 6.37% |
$17.2K - $17.8K
|
11.5K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.49K- 93.99% |
$32.5K - $33.7K
|
95
$2.11K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.05K- 0.62% |
$66.9K - $69.2K
|
493K
$11M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.74K- 21.37% |
$104K - $107K
|
17.5K
$388K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-4.94K- 8.36% |
$108K - $112K
|
54.1K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-5K- 27.78% |
$109K - $113K
|
13K
$289K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.86K- 8.79% |
$128K - $133K
|
60.8K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-5.92K- 5.19% |
$130K - $134K
|
108K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.3K- 38.55% |
$466K - $483K
|
34K
$755K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.5K- 63.66% |
$646K - $669K
|
16.9K
$375K
|