Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Interest Rate He (HYZD)
This table provides information about the institutional ownership of Wisdomtree Tr Interest Rate He (HYZD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
169K+ 68.07% |
$3.51M - $3.69M
|
417K
$9.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.7K+ 15.96% |
$1.63M - $1.72M
|
571K
$12.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
72.8KNew |
$1.51M - $1.59M
|
72.8K
$1.63M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
62.6K+ 12.3% |
$1.3M - $1.37M
|
571K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
55.4KNew |
$1.15M - $1.21M
|
55.4K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.2K+ 43.43% |
$626K - $658K
|
99.6K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.1K+ 29.13% |
$563K - $593K
|
120K
$2.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.5K+ 21.13% |
$343K - $361K
|
94.8K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
14.3KNew |
$297K - $313K
|
14.3K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
12K+ 1.06% |
$248K - $261K
|
1.14M
$25.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.9K+ 32.96% |
$227K - $239K
|
44.1K
$988K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.7KNew |
$222K - $234K
|
10.7K
$240K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.3KNew |
$213K - $224K
|
10.3K
$230K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.88KNew |
$205K - $216K
|
9.88K
$221K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.75KNew |
$202K - $213K
|
9.75K
$218K
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
9.56KNew |
$198K - $209K
|
9.56K
$214K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
5.77K+ 24.02% |
$120K - $126K
|
29.8K
$667K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.4K+ 26.49% |
$49.7K - $52.3K
|
11.4K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.13K+ 1.72% |
$23.4K - $24.6K
|
66.7K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
503+ 1.5% |
$10.4K - $11K
|
34.1K
$763K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
183New |
$3.8K - $4K
|
183
$4.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
5+ 1.94% |
$104 - $109
|
263
$5.89K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 2.16% |
$83 - $87.4
|
189
$4.23K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-43- 0.38% |
$892 - $939
|
11.2K
$251K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-75- 0.43% |
$1.56K - $1.64K
|
17.3K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-176- 4.26% |
$3.65K - $3.84K
|
3.96K
$88.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-409- 5.2% |
$8.49K - $8.93K
|
7.45K
$167K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-992- 3.05% |
$20.6K - $21.7K
|
31.5K
$705K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1K- 4.66% |
$20.8K - $21.8K
|
20.4K
$458K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.01K- 4.02% |
$41.6K - $43.8K
|
47.9K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.15K- 4.91% |
$44.5K - $46.8K
|
41.6K
$931K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.23K- 6.21% |
$46.3K - $48.7K
|
33.7K
$755K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.47K- 19.74% |
$51.3K - $54K
|
10K
$225K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-2.47K- 4.12% |
$51.3K - $54K
|
57.6K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.38K- 9.11% |
$70K - $73.7K
|
33.7K
$754K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.65K- 8.29% |
$75.7K - $79.6K
|
40.3K
$904K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-4.65K- 5.52% |
$96.4K - $102K
|
79.6K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-11.1K- 25.57% |
$231K - $243K
|
32.4K
$726K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.7K- 82.59% |
$347K - $365K
|
3.53K
$79K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-33.5K- 26.34% |
$696K - $732K
|
93.8K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-59K- 8.61% |
$1.22M - $1.29M
|
626K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-80.8K- 11.62% |
$1.68M - $1.76M
|
614K
$13.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-283K- 70.69% |
$5.86M - $6.17M
|
117K
$2.62M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-448K- 38.31% |
$9.31M - $9.8M
|
722K
$16.2M
|