Purchases and Sales Made in Q3 2023 in Wisdomtree Tr Interest Rate He (HYZD)
This table provides information about the institutional ownership of Wisdomtree Tr Interest Rate He (HYZD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
437K+ 59.5% |
$9.15M - $9.34M
|
1.17M
$26.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
302K+ 78.71% |
$6.32M - $6.45M
|
685K
$15.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
150K+ 59.9% |
$3.14M - $3.2M
|
400K
$8.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
72.2K+ 344.05% |
$1.51M - $1.54M
|
93.2K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
49.7K+ 7.7% |
$1.04M - $1.06M
|
695K
$15.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35.9KNew |
$753K - $768K
|
35.9K
$805K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
16.4K+ 1.48% |
$343K - $350K
|
1.13M
$25.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.4K+ 4.83% |
$240K - $245K
|
248K
$5.56M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
7.86KNew |
$165K - $168K
|
7.86K
$176K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.31K+ 8.82% |
$111K - $114K
|
65.6K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.61K+ 3.46% |
$54.8K - $55.9K
|
78.2K
$1.75M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.45KNew |
$51.2K - $52.3K
|
2.45K
$54.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.74K+ 16.19% |
$36.6K - $37.3K
|
12.5K
$280K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.62K+ 1.29% |
$34K - $34.7K
|
127K
$2.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.48K+ 3.48% |
$31K - $31.7K
|
44K
$985K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
481+ 4.47% |
$10.1K - $10.3K
|
11.2K
$252K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
324+ 1.01% |
$6.79K - $6.93K
|
32.5K
$728K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
258New |
$5.41K - $5.52K
|
258
$5.78K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
214+ 0.43% |
$4.49K - $4.58K
|
49.9K
$1.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.09% |
$41.9 - $42.8
|
185
$4.14K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$21 - $21.4
|
1
$22.4
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-9- 0.97% |
$189 - $193
|
917
$20.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31- 0.09% |
$650 - $663
|
33.2K
$743K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-93- 6.79% |
$1.95K - $1.99K
|
1.28K
$28.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-150- 42.86% |
$3.14K - $3.21K
|
200
$4.48K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-167- 1.5% |
$3.5K - $3.57K
|
11K
$246K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-225- 26.47% |
$4.72K - $4.81K
|
625
$14K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 2.69% |
$5.24K - $5.35K
|
9.04K
$203K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-597- 1.75% |
$12.5K - $12.8K
|
33.6K
$752K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-620- 3.44% |
$13K - $13.3K
|
17.4K
$390K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-629- 1.36% |
$13.2K - $13.5K
|
45.8K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-680- 6.38% |
$14.3K - $14.5K
|
9.99K
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-687- 3.28% |
$14.4K - $14.7K
|
20.2K
$454K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-928- 4.15% |
$19.5K - $19.8K
|
21.4K
$480K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.16K- 5.51% |
$45.3K - $46.2K
|
37K
$830K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-2.31K- 2.66% |
$48.3K - $49.3K
|
84.3K
$1.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-4.47K- 6.92% |
$93.6K - $95.5K
|
60K
$1.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-4.8K- 27.75% |
$101K - $103K
|
12.5K
$280K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-5.07K- 10.42% |
$106K - $108K
|
43.6K
$976K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-6.94K- 11.77% |
$146K - $149K
|
52K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.48K- 14.61% |
$157K - $160K
|
43.7K
$979K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-7.51K- 23.82% |
$157K - $161K
|
24K
$538K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.8K- 16.54% |
$288K - $294K
|
69.4K
$1.56M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.1K- 2.78% |
$295K - $301K
|
493K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-20.9K- 61.49% |
$439K - $448K
|
13.1K
$294K
|