Purchases and Sales Made in Q2 2024 in Wisdomtree Tr Interest Rate He (HYZD)
This table provides information about the institutional ownership of Wisdomtree Tr Interest Rate He (HYZD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
127K+ 27.21% |
$2.77M - $2.81M
|
594K
$13.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
65.7KNew |
$1.43M - $1.45M
|
65.7K
$1.47M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
65.7KNew |
$1.43M - $1.45M
|
65.7K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
61.9K+ 9.01% |
$1.35M - $1.37M
|
749K
$16.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.2K+ 12.51% |
$287K - $292K
|
119K
$2.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.2KNew |
$287K - $291K
|
13.2K
$295K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.28K+ 1.45% |
$158K - $161K
|
509K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.28K+ 1.45% |
$158K - $161K
|
509K
$11.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.6K+ 37.69% |
$144K - $146K
|
24.1K
$540K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.48K+ 12.75% |
$141K - $143K
|
57.3K
$1.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.49K+ 38.65% |
$97.8K - $99.3K
|
16.1K
$361K
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
3.46K+ 13.53% |
$75.4K - $76.6K
|
29.1K
$651K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.44K+ 12.86% |
$53.2K - $54.1K
|
21.5K
$480K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.82K+ 182000.0% |
$39.6K - $40.3K
|
1.82K
$40.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.81K+ 15.38% |
$39.4K - $40K
|
13.6K
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.24K+ 1.28% |
$27K - $27.4K
|
97.9K
$2.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
489+ 1.24% |
$10.7K - $10.8K
|
39.8K
$892K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
317+ 2.65% |
$6.9K - $7.01K
|
12.3K
$275K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
275+ 0.83% |
$5.99K - $6.08K
|
33.5K
$751K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
207New |
$4.51K - $4.58K
|
207
$4.64K
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
147+ 1.52% |
$3.2K - $3.25K
|
9.85K
$221K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
96+ 0.26% |
$2.09K - $2.12K
|
37.4K
$837K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
14New |
$305 - $310
|
14
$314
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 1.57% |
$65.3 - $66.4
|
194
$4.35K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-48- -0.0% |
$1.05K - $1.06K
|
1.28M
$28.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-165- 20.97% |
$3.59K - $3.65K
|
622
$13.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.11K- 9.68% |
$24.1K - $24.5K
|
10.3K
$231K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.6K- 2.07% |
$34.9K - $35.5K
|
75.8K
$1.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.16K- 8.26% |
$68.9K - $69.9K
|
35.1K
$786K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.22K- 25.4% |
$70.2K - $71.2K
|
9.46K
$212K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.71K- 7.53% |
$80.8K - $82K
|
45.5K
$1.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.27K- 29.86% |
$92.9K - $94.4K
|
10K
$224K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.79K- 12.78% |
$104K - $106K
|
32.7K
$733K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-5.06K- 6.21% |
$110K - $112K
|
76.4K
$1.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-6K- 30.97% |
$131K - $133K
|
13.4K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.2K- 15.61% |
$135K - $137K
|
33.5K
$751K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.39K- 63.63% |
$139K - $141K
|
3.65K
$81.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-7.36K- 12.97% |
$160K - $163K
|
49.3K
$1.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11K- 1.67% |
$239K - $242K
|
645K
$14.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.1K- 37.09% |
$546K - $554K
|
42.5K
$952K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-71.4K- 76.14% |
$1.55M - $1.58M
|
22.4K
$501K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-101K- 15.7% |
$2.21M - $2.24M
|
545K
$12.2M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-416K- 35.56% |
$9.07M - $9.21M
|
754K
$16.9M
|