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 |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-18.2K- 18.91% |
$405K - $410K
|
78K
$1.75M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.2K- 7.19% |
$361K - $365K
|
210K
$4.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.46% |
$22.3 - $22.5
|
219
$4.92K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.64K- 14.11% |
$170K - $172K
|
46.5K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.7K- 6.42% |
$684K - $692K
|
448K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.84% |
$44.5 - $45
|
241
$5.42K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
663New |
$14.8K - $14.9K
|
663
$14.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.08K+ 18.79% |
$90.9K - $91.9K
|
25.8K
$580K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.58K+ 5.38% |
$79.6K - $80.5K
|
70.1K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.8K+ 93.67% |
$486K - $491K
|
45.1K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-280- 19.44% |
$6.24K - $6.3K
|
1.16K
$26.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-31.7K- 38.55% |
$705K - $713K
|
50.5K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
13.8KNew |
$307K - $311K
|
13.8K
$310K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-236- 99.58% |
$5.26K - $5.31K
|
1
$22.5
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.05K+ 4.26% |
$45.7K - $46.1K
|
50.2K
$1.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.3K- 16.49% |
$585K - $591K
|
133K
$2.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10.5K+ 65.24% |
$234K - $237K
|
26.6K
$599K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-28.8K- 14.73% |
$641K - $648K
|
167K
$3.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 1.36% |
$66.8 - $67.5
|
223
$5.01K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29.1K- 7.73% |
$648K - $655K
|
347K
$7.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.65K- 6.65% |
$104K - $105K
|
65.3K
$1.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-223- 1.41% |
$4.97K - $5.02K
|
15.6K
$351K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1- 0.12% |
$22.3 - $22.5
|
826
$18.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.4K- 9.21% |
$165K - $167K
|
73K
$1.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.42KNew |
$98.4K - $99.4K
|
4.42K
$99.3K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13+ 0.14% |
$290 - $293
|
9.63K
$216K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.8K- 89.14% |
$442K - $446K
|
2.42K
$54.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-24.8K- 26.08% |
$553K - $559K
|
70.3K
$1.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
2.11K+ 5.78% |
$46.9K - $47.4K
|
38.5K
$866K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.97K- 7.73% |
$43.9K - $44.4K
|
23.5K
$529K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-13- 1.61% |
$290 - $293
|
792
$17.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.73K+ 10.2% |
$38.4K - $38.9K
|
18.6K
$419K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
28.1K+ 12.97% |
$625K - $632K
|
244K
$5.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-6K- 29.1% |
$134K - $135K
|
14.6K
$328K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-37.3K- 19.62% |
$830K - $839K
|
153K
$3.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-940- 2.91% |
$20.9K - $21.2K
|
31.3K
$704K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.02K+ 9.19% |
$89.6K - $90.6K
|
47.8K
$1.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-23.3K- 21.02% |
$519K - $524K
|
87.6K
$1.97M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.12K- 3.62% |
$46.7K - $47.6K
|
56.5K
$1.27M
|
|
|
Aug 15, 2025
Q2 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
2.39K+ 488.93% |
$52.6K - $53.6K
|
2.87K
$64.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.75KNew |
$127K - $129K
|
5.75K
$129K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-57.2K- 71.43% |
$1.26M - $1.29M
|
22.9K
$514K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
118+ 112.38% |
$2.6K - $2.65K
|
223
$5.01K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-30.2K- 62.12% |
$673K - $684K
|
18.4K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.2KNew |
$806K - $820K
|
36.2K
$814K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17New |
$379 - $385
|
17
$382
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.1KNew |
$247K - $252K
|
11.1K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.4KNew |
$232K - $236K
|
10.4K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-635- 4.68% |
$14.1K - $14.4K
|
12.9K
$291K
|
|