Purchases and Sales Made in Q2 2025 in Wisdomtree Tr Interest Rate He (HYZD)
This table provides information about the institutional ownership of Wisdomtree Tr Interest Rate He (HYZD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.1K+ 31.8% |
$633K - $675K
|
125K
$2.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
26.1KNew |
$550K - $586K
|
26.1K
$584K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
11.7KNew |
$247K - $263K
|
11.7K
$262K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.89K+ 25.13% |
$60.8K - $64.8K
|
14.4K
$322K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.53K+ 4.04% |
$53.2K - $56.7K
|
65.1K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.34KNew |
$49.3K - $52.5K
|
2.34K
$52.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.96K+ 6.38% |
$41.3K - $44K
|
32.7K
$731K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1.91K+ 5.24% |
$40.1K - $42.8K
|
38.4K
$856K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.26K+ 10.9% |
$26.4K - $28.2K
|
12.8K
$285K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.08K+ 2.37% |
$22.7K - $24.2K
|
46.7K
$1.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
431+ 1.22% |
$9.07K - $9.66K
|
35.7K
$796K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
162+ 1.57% |
$3.41K - $3.63K
|
10.5K
$234K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
73+ 14.17% |
$1.54K - $1.64K
|
588
$13.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-35- 0.16% |
$736 - $785
|
21.4K
$477K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-234- 17.28% |
$4.92K - $5.25K
|
1.12K
$25K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-765- 3.43% |
$16.1K - $17.2K
|
21.5K
$481K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.25K- 4.16% |
$47.4K - $50.5K
|
51.9K
$1.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.71K- 3.59% |
$56.9K - $60.6K
|
72.6K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.03K- 33.03% |
$169K - $180K
|
16.3K
$363K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-10.5K- 21.42% |
$222K - $236K
|
38.7K
$864K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-39.5K- 36.55% |
$832K - $886K
|
68.6K
$1.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-158K- 32.09% |
$3.33M - $3.55M
|
335K
$7.47M
|