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 118,557 shares of HYZD stock, worth $2.65 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
118,557
Previous 105,373 12.51%
Holding current value
$2.65 Million
Previous $2.32 Million 11.63%
% of portfolio
0.04%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISDOMTREE TR INTEREST RATE HE


  • Ticker HYZD
  • Sector ETFs
  • Industry ETFs
More about HYZD
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