Integrated Wealth Concepts LLC Wisdomtree Tr Interest Rate He Transaction History

Integrated Wealth Concepts LLC

$9.24 Billion
Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Wisdomtree Tr Interest Rate He stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 147,849 shares of HYZD stock, worth $3.33 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

147,849

Previous 140,393 5.31%

Holding current value

$3.33 Million

Previous $3.07 Million 7.71%

% of portfolio

0.04%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$21.04 - $22.42 $156,874 - $167,163	7,456 Added 5.31%	147,849 $3.31 Million
Q1 2025 May 15, 2025	BUY	$21.89 - $22.65 $81,627 - $84,461	3,729 Added 2.73%	140,393 $3.07 Million
Q4 2024 Feb 14, 2025	BUY	$22.04 - $22.59 $253,614 - $259,943	11,507 Added 9.19%	136,664 $3.04 Million
Q3 2024 Nov 14, 2024	BUY	$21.43 - $22.18 $141,438 - $146,388	6,600 Added 5.57%	125,157 $2.77 Million
Q2 2024 Aug 14, 2024	BUY	$21.78 - $22.12 $287,147 - $291,630	13,184 Added 12.51%	118,557 $2.59 Million
Q1 2024 May 15, 2024	BUY	$21.48 - $22.17 $831,082 - $857,779	38,691 Added 58.02%	105,373 $2.32 Million
Q4 2023 Feb 13, 2024	BUY	$20.75 - $21.84 $23,385 - $24,613	1,127 Added 1.72%	66,682 $1.44 Million
Q3 2023 Nov 15, 2023	BUY	$20.96 - $21.39 $111,360 - $113,645	5,313 Added 8.82%	65,555 $1.38 Million
Q2 2023 Aug 15, 2023	BUY	$20.23 - $21.02 $94,757 - $98,457	4,684 Added 8.43%	60,242 $1.27 Million
Q1 2023 May 03, 2023	BUY	$20.14 - $21.3 $47,973 - $50,736	2,382 Added 4.48%	55,558 $1.15 Million
Q4 2022 Feb 13, 2023	BUY	$20.17 - $21.18 $175,337 - $184,117	8,693 Added 19.54%	53,176 $1.1 Million
Q3 2022 Nov 14, 2022	SELL	$19.86 - $21.37 $913 - $983	-46 Reduced 0.1%	44,483 $895,000
Q2 2022 Aug 08, 2022	BUY	$19.9 - $22.07 $886,127 - $982,755	44,529 New	44,529 $886,000

Others Institutions Holding HYZD

# of Institutions

Shares Held

5.53M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR INTEREST RATE HE

Ticker HYZD
Sector ETFs
Industry ETFs

More about HYZD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Account

Integrated Wealth Concepts LLC Wisdomtree Tr Interest Rate He Transaction History