Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Interest Rate He (HYZD)
This table provides information about the institutional ownership of Wisdomtree Tr Interest Rate He (HYZD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
282KNew |
$6.22M - $6.38M
|
282K
$6.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
114KNew |
$2.51M - $2.58M
|
114K
$2.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.6KNew |
$1.47M - $1.51M
|
66.6K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
21.4KNew |
$471K - $483K
|
21.4K
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
14.8KNew |
$326K - $334K
|
14.8K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13K+ 18.38% |
$287K - $294K
|
83.8K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.25K+ 15.58% |
$138K - $141K
|
46.4K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
6.01KNew |
$133K - $136K
|
6.01K
$135K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.22K+ 7.39% |
$48.9K - $50.1K
|
32.2K
$724K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.91K+ 13.04% |
$42.1K - $43.1K
|
16.5K
$371K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.83K+ 4.47% |
$40.3K - $41.3K
|
42.7K
$958K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.43K+ 4.68% |
$31.5K - $32.3K
|
32K
$718K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
487New |
$10.7K - $11K
|
487
$10.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
347New |
$7.65K - $7.84K
|
347
$7.79K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
339+ 4.01% |
$7.47K - $7.66K
|
8.8K
$198K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
161+ 1.61% |
$3.55K - $3.64K
|
10.2K
$228K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
91+ 0.16% |
$2.01K - $2.06K
|
58.1K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 1.52% |
$66.1 - $67.8
|
200
$4.49K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-7- 0.02% |
$154 - $158
|
34.7K
$779K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-104- 0.39% |
$2.29K - $2.35K
|
26.2K
$589K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-265- 2.78% |
$5.84K - $5.99K
|
9.26K
$208K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.24K- 9.65% |
$71.3K - $73.1K
|
30.3K
$680K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-5.29K- 8.22% |
$117K - $120K
|
59.1K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-7.13K- 10.54% |
$157K - $161K
|
60.6K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-8.77K- 92.72% |
$193K - $198K
|
689
$15.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.3K- 37.29% |
$272K - $279K
|
20.8K
$466K
|