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 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-609- 4.15% |
$13.5K - $13.7K
|
14.1K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.14K- 3.73% |
$69.3K - $70.4K
|
80.8K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.53K- 3.41% |
$33.9K - $34.4K
|
43.3K
$974K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
219New |
$4.84K - $4.92K
|
219
$4.93K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 0.59% |
$32.9K - $33.4K
|
255K
$5.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21New |
$464 - $472
|
21
$473
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.75K- 9.9% |
$82.9K - $84.2K
|
34.1K
$768K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.46K- 1.2% |
$165K - $168K
|
614K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
638+ 63800.0% |
$14.1K - $14.3K
|
639
$14.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.02K+ 2.99% |
$22.5K - $22.9K
|
35K
$788K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-31.1K- 53.98% |
$687K - $698K
|
26.5K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.94K- 0.85% |
$42.9K - $43.6K
|
227K
$5.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-138K- 99.65% |
$3.06M - $3.11M
|
488
$11K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-54K- 62.87% |
$1.19M - $1.21M
|
31.9K
$718K
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-18.1K- 20.3% |
$399K - $406K
|
70.9K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.87K- 12.95% |
$174K - $177K
|
52.9K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.35K+ 2.2% |
$29.9K - $30.3K
|
62.7K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.87% |
$44.2 - $44.9
|
231
$5.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-85.4K- 52.3% |
$1.89M - $1.92M
|
77.9K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
153KNew |
$3.37M - $3.43M
|
153K
$3.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
120New |
$2.65K - $2.7K
|
120
$2.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-78.7K- 11.04% |
$1.74M - $1.77M
|
634K
$14.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
18+ 0.95% |
$398 - $404
|
1.9K
$42.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.92K- 28.55% |
$175K - $178K
|
19.8K
$446K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
93.2K+ 9.97% |
$2.06M - $2.09M
|
1.03M
$23.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.96K+ 12.6% |
$176K - $179K
|
71.1K
$1.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-26.1K- 5.38% |
$577K - $586K
|
459K
$10.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.31K+ 2.14% |
$51.1K - $51.9K
|
110K
$2.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-101K- 97.78% |
$2.24M - $2.28M
|
2.3K
$51.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.05K- 4.75% |
$23.3K - $23.6K
|
21.1K
$474K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.43K+ 2.07% |
$31.7K - $32.2K
|
70.7K
$1.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
582+ 4.1% |
$12.9K - $13.1K
|
14.8K
$332K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
82.8KNew |
$1.83M - $1.86M
|
82.8K
$1.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.07K- 2.41% |
$45.7K - $46.4K
|
83.8K
$1.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.94% |
$44.2 - $44.9
|
214
$4.82K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.1KNew |
$246K - $250K
|
11.1K
$250K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.58K- 1.37% |
$34.8K - $35.4K
|
113K
$2.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-32.4K- 14.16% |
$716K - $727K
|
196K
$4.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-24.8K- 47.06% |
$549K - $557K
|
27.9K
$628K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.52K+ 19.99% |
$100K - $102K
|
27.1K
$611K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
122K+ 16.55% |
$2.69M - $2.73M
|
856K
$19.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.87K- 5.66% |
$41.3K - $41.9K
|
31.1K
$699K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-350- 14.89% |
$7.74K - $7.82K
|
2K
$45K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.51K+ 6.07% |
$77.6K - $78.4K
|
61.3K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
58.1KNew |
$1.28M - $1.3M
|
58.1K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.15K- 23.65% |
$114K - $115K
|
16.6K
$374K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-9.99K- 28.18% |
$221K - $223K
|
25.5K
$573K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
304New |
$6.72K - $6.79K
|
304
$6.84K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.13K- 93.27% |
$91.3K - $92.2K
|
298
$6.71K
|
|