Purchases and Sales Made in Q4 2022 in Wisdomtree Tr Interest Rate He (HYZD)
This table provides information about the institutional ownership of Wisdomtree Tr Interest Rate He (HYZD) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
904K+ 719.43% |
$18.2M - $19.1M
|
1.03M
$23.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
268K+ 32.36% |
$5.41M - $5.68M
|
1.1M
$24.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
146KNew |
$2.95M - $3.09M
|
146K
$3.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
86.2KNew |
$1.74M - $1.83M
|
86.2K
$1.93M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
62.5KNew |
$1.26M - $1.32M
|
62.5K
$1.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
57.4K+ 53.81% |
$1.16M - $1.22M
|
164K
$3.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.6K+ 23.96% |
$1.04M - $1.09M
|
267K
$5.98M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
38.6KNew |
$779K - $818K
|
38.6K
$866K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
37.9KNew |
$765K - $803K
|
37.9K
$850K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
32.9KNew |
$663K - $696K
|
32.9K
$737K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
23.4KNew |
$472K - $496K
|
23.4K
$524K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17KNew |
$344K - $361K
|
17K
$382K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.5KNew |
$273K - $287K
|
13.5K
$303K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.1K+ 29.51% |
$263K - $277K
|
57.3K
$1.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.6KNew |
$234K - $245K
|
11.6K
$260K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.59K+ 11.4% |
$193K - $203K
|
93.7K
$2.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.69K+ 19.54% |
$175K - $184K
|
53.2K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.35K+ 1.76% |
$128K - $135K
|
367K
$8.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.12K+ 2.79% |
$123K - $130K
|
225K
$5.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.72KNew |
$95.2K - $100K
|
4.72K
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.64K+ 14.46% |
$93.5K - $98.2K
|
36.7K
$822K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.24K+ 9.59% |
$65.4K - $68.6K
|
37K
$830K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.98K+ 3.52% |
$40K - $42K
|
58.4K
$1.31M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1.26K+ 2.43% |
$25.4K - $26.6K
|
52.9K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.25KNew |
$25.2K - $26.5K
|
1.25K
$28K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.13K+ 3.18% |
$22.9K - $24K
|
36.8K
$825K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.08KNew |
$21.7K - $22.8K
|
1.08K
$24.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
888New |
$17.9K - $18.8K
|
888
$19.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
851+ 28.81% |
$17.2K - $18K
|
3.81K
$85.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
300+ 2.77% |
$6.05K - $6.35K
|
11.1K
$250K
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
185+ 0.14% |
$3.73K - $3.92K
|
130K
$2.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
167New |
$3.37K - $3.54K
|
167
$3.74K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100+ 50.0% |
$2.02K - $2.12K
|
300
$6.72K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
42New |
$847 - $890
|
42
$941
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-186- 0.87% |
$3.75K - $3.94K
|
21.3K
$477K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-527- 1.48% |
$10.6K - $11.2K
|
35.1K
$787K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.02K- 4.5% |
$20.6K - $21.6K
|
21.6K
$485K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.19K- 1.19% |
$24K - $25.2K
|
98.6K
$2.21M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.53K- 10.13% |
$30.8K - $32.4K
|
13.6K
$304K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.78K- 4.96% |
$35.9K - $37.7K
|
34.1K
$764K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.96K- 1.94% |
$39.6K - $41.6K
|
99K
$2.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.74K- 2.69% |
$55.2K - $58K
|
98.9K
$2.21M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-5.04K- 18.58% |
$102K - $107K
|
22.1K
$495K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.94K- 7.64% |
$140K - $147K
|
83.9K
$1.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-8.17K- 6.67% |
$165K - $173K
|
114K
$2.56M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.41KClosed |
$190K - $199K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13KClosed |
$263K - $276K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.9K- 53.55% |
$422K - $443K
|
18.2K
$407K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.9K- 3.87% |
$461K - $484K
|
568K
$12.7M
|