Latest Institutional Transactions on Wisdom Tree Interest Rate Hedg (AGZD)
This table provides information on the latest institutional transactions involving Wisdom Tree Interest Rate Hedg (AGZD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
13.1K+ 6.47% |
$290K - $296K
|
216K
$4.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
218+ 0.2% |
$4.81K - $4.9K
|
111K
$2.46M
|
|
| Q1 2025 | |||||||
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-46.2K- 53.07% |
$1.03M - $1.05M
|
40.9K
$909K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
488New |
$10.9K - $11.1K
|
488
$10.8K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
60.4K+ 306.6% |
$1.35M - $1.37M
|
80.1K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-30.2K- 62.12% |
$673K - $684K
|
18.4K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-84.3K- 14.06% |
$1.88M - $1.91M
|
515K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-421- 65.88% |
$9.38K - $9.54K
|
218
$4.85K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12K+ 25.87% |
$268K - $273K
|
58.6K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
604+ 0.94% |
$13.5K - $13.7K
|
65.1K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-68.8K- 39.93% |
$1.53M - $1.56M
|
104K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
51.5KNew |
$1.15M - $1.17M
|
51.5K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.1KNew |
$247K - $252K
|
11.1K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.4KNew |
$232K - $236K
|
10.4K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17New |
$379 - $385
|
17
$378
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-635- 4.68% |
$14.1K - $14.4K
|
12.9K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
133KNew |
$2.96M - $3.01M
|
133K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-365- 0.16% |
$8.13K - $8.27K
|
228K
$5.07M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.2KNew |
$806K - $820K
|
36.2K
$805K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
234+ 23400.0% |
$5.21K - $5.3K
|
235
$5.22K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.4KNew |
$520K - $529K
|
23.4K
$519K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
11.6K+ 27.31% |
$259K - $263K
|
54.2K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
131K+ 178.24% |
$2.93M - $2.98M
|
205K
$4.56M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-176K- 93.25% |
$3.92M - $3.98M
|
12.7K
$283K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.22K+ 13.67% |
$94K - $95.6K
|
35.1K
$780K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-150K- 26.0% |
$3.35M - $3.41M
|
428K
$9.52M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
17.3K+ 1.92% |
$385K - $392K
|
917K
$20.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.82K- 16.61% |
$85.1K - $86.5K
|
19.2K
$426K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.93% |
$44.5 - $45.3
|
218
$4.85K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.85% |
$44.5 - $45.3
|
236
$5.25K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.2K+ 21.37% |
$315K - $321K
|
80.4K
$1.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-443- 21.79% |
$9.87K - $10K
|
1.59K
$35.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-230K- 87.51% |
$5.11M - $5.2M
|
32.8K
$729K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-427- 2.0% |
$9.51K - $9.67K
|
20.9K
$465K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.53K+ 9.22% |
$56.4K - $57.3K
|
30K
$667K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-166- 50.0% |
$3.7K - $3.76K
|
166
$3.69K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.38K+ 42.87% |
$120K - $122K
|
17.9K
$399K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
341K+ 826.81% |
$7.6M - $7.73M
|
383K
$8.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.15K+ 7.83% |
$25.7K - $26.1K
|
15.9K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-8.57K- 43.76% |
$191K - $194K
|
11K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-150- 1.19% |
$3.34K - $3.4K
|
12.5K
$277K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
21.2KNew |
$473K - $481K
|
21.2K
$472K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.79K- 5.16% |
$62.3K - $63.3K
|
51.4K
$1.14M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.69K+ 1.35% |
$59.9K - $61K
|
201K
$4.48M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.89K- 6.1% |
$42.2K - $42.9K
|
29.2K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
116New |
$2.58K - $2.63K
|
116
$2.58K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
805New |
$17.9K - $18.2K
|
805
$17.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
331New |
$7.37K - $7.5K
|
331
$7.36K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
63+ 7.28% |
$1.4K - $1.43K
|
928
$20.6K
|
|