Kestra Advisory Services, LLC Wisdomtree Tr Interest Rate He Transaction History

Kestra Advisory Services, LLC

$17.3 Billion
Q3 2024

A detailed history of Kestra Advisory Services, LLC transactions in Wisdomtree Tr Interest Rate He stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 40,137 shares of HYZD stock, worth $903,483. This represents 0.01% of its overall portfolio holdings.

Number of Shares

40,137

Previous 748,993 94.64%

Holding current value

$903,483

Previous $16.4 Million 94.58%

% of portfolio

0.01%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$21.43 - $22.18 $15.2 Million - $15.7 Million	-708,856 Reduced 94.64%	40,137 $888,000
Q2 2024 Aug 14, 2024	BUY	$21.78 - $22.12 $1.35 Million - $1.37 Million	61,928 Added 9.01%	748,993 $16.4 Million
Q1 2024 May 15, 2024	BUY	$21.48 - $22.17 $12.6 Million - $13 Million	587,488 Added 589.98%	687,065 $15.1 Million
Q4 2023 Feb 14, 2024	BUY	$20.75 - $21.84 $625,633 - $658,497	30,151 Added 43.43%	99,577 $2.15 Million
Q3 2023 Nov 09, 2023	SELL	$20.96 - $21.39 $288,304 - $294,219	-13,755 Reduced 16.54%	69,426 $1.47 Million
Q2 2023 Aug 11, 2023	SELL	$20.23 - $21.02 $1.35 Million - $1.4 Million	-66,723 Reduced 44.51%	83,181 $1.75 Million
Q1 2023 May 12, 2023	BUY	$20.14 - $21.3 $1.13 Million - $1.2 Million	56,233 Added 60.03%	149,904 $3.11 Million
Q4 2022 Jan 31, 2023	BUY	$20.17 - $21.18 $193,349 - $203,031	9,586 Added 11.4%	93,671 $1.94 Million
Q3 2022 Nov 01, 2022	BUY	$19.86 - $21.37 $1.35 Million - $1.45 Million	67,826 Added 417.16%	84,085 $1.69 Billion
Q2 2022 Aug 12, 2022	SELL	$19.9 - $22.07 $78,903 - $87,507	-3,965 Reduced 19.61%	16,259 $324,000
Q1 2022 Apr 26, 2022	SELL	$21.08 - $22.3 $8,115 - $8,585	-385 Reduced 1.87%	20,224 $0
Q4 2021 Jan 20, 2022	BUY	$21.78 - $22.33 $32,974 - $33,807	1,514 Added 7.93%	20,609 $0
Q3 2021 Oct 19, 2021	BUY	$22.03 - $22.36 $88 - $89	4 Added 0.02%	19,095 $0
Q2 2021 Jul 28, 2021	BUY	$22.0 - $22.27 $420,002 - $425,156	19,091 New	19,091 $0

Others Institutions Holding HYZD

# of Institutions

Shares Held

5.15M

Call Options Held

Put Options Held

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Kestra Advisory Services, LLC Wisdomtree Tr Interest Rate He Transaction History