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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.64K- 7.01% |
$36.1K - $36.8K
|
21.7K
$485K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2+ 0.85% |
$44.1 - $45
|
237
$5.29K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-57.2K- 71.43% |
$1.26M - $1.29M
|
22.9K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.07K- 11.2% |
$134K - $136K
|
48.1K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
SELL
|
- |
-346K- 90.48% |
$7.63M - $7.78M
|
36.4K
$814K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.25K- 1.64% |
$71.7K - $73.1K
|
195K
$4.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-135K- 65.91% |
$2.98M - $3.04M
|
69.9K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-36.3K- 7.04% |
$800K - $815K
|
479K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.12K- 3.62% |
$46.7K - $47.6K
|
56.5K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.42K- 1.06% |
$53.3K - $54.3K
|
226K
$5.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.43K+ 2.2% |
$31.6K - $32.2K
|
66.5K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.2K- 54.77% |
$622K - $634K
|
23.3K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.3K+ 19.74% |
$579K - $590K
|
159K
$3.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.75KNew |
$127K - $129K
|
5.75K
$128K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.55K- 6.56% |
$78.3K - $79.8K
|
50.6K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-51.7K- 12.07% |
$1.14M - $1.16M
|
377K
$8.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
43.8KNew |
$966K - $984K
|
43.8K
$978K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.36K- 17.5% |
$74K - $75.4K
|
15.8K
$353K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.12K- 24.49% |
$68.8K - $70.1K
|
9.62K
$215K
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-21.5K- 20.72% |
$473K - $482K
|
82.1K
$1.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
55.4K+ 135.46% |
$1.22M - $1.24M
|
96.2K
$2.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
118+ 112.38% |
$2.6K - $2.65K
|
223
$4.98K
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
95.1KNew |
$2.1M - $2.14M
|
95.1K
$2.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 1.27% |
$66.2 - $67.4
|
239
$5.34K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.83K- 8.07% |
$62.5K - $63.7K
|
32.3K
$721K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2+ 0.0% |
$44.1 - $45
|
80.4K
$1.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
247+ 1.56% |
$5.45K - $5.55K
|
16.1K
$360K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.92% |
$44.1 - $45
|
220
$4.91K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.27K- 22.18% |
$160K - $163K
|
25.5K
$570K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-331- 1.58% |
$7.3K - $7.44K
|
20.6K
$460K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.75K- 25.84% |
$171K - $174K
|
22.2K
$497K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-763- 47.99% |
$16.8K - $17.2K
|
827
$18.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-727K- 79.28% |
$16M - $16.3M
|
190K
$4.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.44K+ 35.59% |
$97.9K - $99.8K
|
16.9K
$378K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
13.1K+ 6.47% |
$290K - $296K
|
216K
$4.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
218+ 0.2% |
$4.81K - $4.9K
|
111K
$2.48M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-30.2K- 62.12% |
$673K - $684K
|
18.4K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-421- 65.88% |
$9.38K - $9.54K
|
218
$4.87K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
488New |
$10.9K - $11.1K
|
488
$10.9K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.4KNew |
$232K - $236K
|
10.4K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.1KNew |
$247K - $252K
|
11.1K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17New |
$379 - $385
|
17
$380
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.2KNew |
$806K - $820K
|
36.2K
$809K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-635- 4.68% |
$14.1K - $14.4K
|
12.9K
$289K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.38K+ 42.87% |
$120K - $122K
|
17.9K
$401K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-166- 50.0% |
$3.7K - $3.76K
|
166
$3.71K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-8.57K- 43.76% |
$191K - $194K
|
11K
$246K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
21.2KNew |
$473K - $481K
|
21.2K
$474K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.89K- 6.1% |
$42.2K - $42.9K
|
29.2K
$652K
|
|