Purchases and Sales Made in Q2 2023 in Wisdomtree Tr Interest Rate He (HYZD)
This table provides information about the institutional ownership of Wisdomtree Tr Interest Rate He (HYZD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
30.5K+ 2.82% |
$617K - $641K
|
1.11M
$24.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
26.8K+ 27.14% |
$543K - $564K
|
126K
$2.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.4K+ 10.95% |
$473K - $491K
|
237K
$5.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
10.7KNew |
$216K - $224K
|
10.7K
$239K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.66K+ 29.06% |
$155K - $161K
|
34K
$762K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.75K+ 40.91% |
$116K - $121K
|
19.8K
$444K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.68K+ 8.43% |
$94.8K - $98.5K
|
60.2K
$1.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.77K+ 4.49% |
$56.1K - $58.2K
|
64.5K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.49K+ 5.68% |
$50.4K - $52.4K
|
46.4K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.78K+ 3.61% |
$36.1K - $37.5K
|
51.2K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.58KNew |
$32K - $33.2K
|
1.58K
$35.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.42K+ 7.3% |
$28.8K - $29.9K
|
20.9K
$469K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.35KNew |
$27.4K - $28.5K
|
1.35K
$30.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.19K+ 2.06% |
$24.1K - $25.1K
|
59K
$1.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
967+ 9.64% |
$19.6K - $20.3K
|
11K
$246K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
926New |
$18.7K - $19.5K
|
926
$20.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
880+ 2.3% |
$17.8K - $18.5K
|
39.2K
$878K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
607+ 1.96% |
$12.3K - $12.8K
|
31.5K
$706K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.1% |
$40.5 - $42
|
183
$4.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-94- 0.87% |
$1.9K - $1.98K
|
10.8K
$241K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-95- 0.52% |
$1.92K - $2K
|
18K
$404K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-200- 36.36% |
$4.05K - $4.2K
|
350
$7.84K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-225- 20.93% |
$4.55K - $4.73K
|
850
$19K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-507- 1.5% |
$10.3K - $10.7K
|
33.2K
$744K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.33K- 5.62% |
$27K - $28K
|
22.4K
$501K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.84K- 11.44% |
$37.2K - $38.7K
|
14.2K
$319K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2K- 10.38% |
$40.5K - $42.1K
|
17.3K
$388K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.52K- 7.27% |
$51K - $53K
|
32.2K
$720K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.61K- 65.59% |
$52.8K - $54.9K
|
1.37K
$30.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.64K- 5.05% |
$53.4K - $55.5K
|
49.7K
$1.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-4.17K- 4.6% |
$84.4K - $87.7K
|
86.6K
$1.94M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.94K- 12.63% |
$99.9K - $104K
|
34.2K
$765K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.2K- 58.73% |
$267K - $278K
|
9.29K
$208K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.8K- 3.46% |
$278K - $289K
|
383K
$8.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24.9K- 69.1% |
$504K - $524K
|
11.1K
$250K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-28.5K- 36.91% |
$576K - $598K
|
48.6K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.9K- 11.31% |
$645K - $670K
|
250K
$5.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-53.6K- 9.57% |
$1.08M - $1.13M
|
507K
$11.4M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-62.7K- 7.87% |
$1.27M - $1.32M
|
734K
$16.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-66.7K- 44.51% |
$1.35M - $1.4M
|
83.2K
$1.86M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-73K- 49.13% |
$1.48M - $1.54M
|
75.6K
$1.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-106K- 14.08% |
$2.14M - $2.22M
|
645K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-485K- 97.83% |
$9.8M - $10.2M
|
10.8K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-616K- 96.71% |
$12.5M - $13M
|
21K
$470K
|