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 |
---|---|---|---|---|---|---|---|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-43- 87.76% |
$939 - $954
|
6
$133
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
482+ 1.07% |
$10.5K - $10.7K
|
45.6K
$1.01M
|
|
May 15, 2024
Q1 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-1.16K- 7.06% |
$25.3K - $25.7K
|
15.2K
$338K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 1.78% |
$23K - $23.3K
|
60.2K
$1.34M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-139K- 17.78% |
$3.04M - $3.09M
|
644K
$14.3M
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
56.7K+ 362.38% |
$1.24M - $1.26M
|
72.3K
$1.61M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.1K- 77.0% |
$526K - $534K
|
7.2K
$160K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.8K- 21.57% |
$236K - $240K
|
39.3K
$873K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.6K- 4.25% |
$231K - $235K
|
239K
$5.3M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-349K- 82.82% |
$7.62M - $7.74M
|
72.4K
$1.61M
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
106+ 50.96% |
$2.31K - $2.35K
|
314
$6.97K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
21+ 0.91% |
$458 - $466
|
2.33K
$51.8K
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-29K- 41.33% |
$632K - $642K
|
41.1K
$913K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
494+ 3.9% |
$10.8K - $11K
|
13.2K
$292K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.76K+ 3.14% |
$38.4K - $39K
|
57.8K
$1.28M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
76.3KNew |
$1.67M - $1.69M
|
76.3K
$1.69M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-54.9K- 71.59% |
$1.2M - $1.22M
|
21.8K
$484K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.2% |
$633 - $643
|
14.3K
$317K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-91- 12.67% |
$1.99K - $2.02K
|
627
$13.9K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.6K- 9.31% |
$100K - $102K
|
44.8K
$996K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-149K- 91.19% |
$3.26M - $3.32M
|
14.4K
$320K
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
125K+ 13.83% |
$2.72M - $2.76M
|
1.03M
$22.8M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17.4K- 16.35% |
$379K - $385K
|
88.9K
$1.97M
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
310+ 0.88% |
$6.77K - $6.88K
|
35.4K
$787K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$21.8 - $22.2
|
1
$22.2
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.68K- 3.05% |
$80.2K - $81.5K
|
117K
$2.59M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.88K+ 0.76% |
$107K - $108K
|
643K
$14.3M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.9K- 13.36% |
$325K - $330K
|
96.6K
$2.14M
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-80.6K- 49.86% |
$1.76M - $1.79M
|
81K
$1.8M
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
12.3K+ 102.52% |
$269K - $274K
|
24.4K
$541K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.4K- 13.23% |
$52.3K - $53.2K
|
15.7K
$349K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.91K- 1.89% |
$107K - $109K
|
256K
$5.68M
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
16.8K+ 277.67% |
$366K - $372K
|
22.8K
$506K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.93K+ 26.55% |
$64K - $65K
|
14K
$310K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
29.3K+ 104.65% |
$640K - $650K
|
57.3K
$1.27M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.45K+ 18.95% |
$184K - $187K
|
53K
$1.18M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
158+ 0.71% |
$3.45K - $3.5K
|
22.4K
$496K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.61K- 3.39% |
$78.7K - $80K
|
103K
$2.28M
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.83K+ 4.52% |
$39.9K - $40.6K
|
42.3K
$940K
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
518KNew |
$11.3M - $11.5M
|
518K
$11.5M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.13K+ 5.37% |
$112K - $114K
|
101K
$2.23M
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
28K+ 15.7% |
$612K - $622K
|
207K
$4.59M
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
3.16K+ 3.61% |
$68.9K - $70K
|
90.6K
$2.01M
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-2.96K- 16.67% |
$64.5K - $65.5K
|
14.8K
$328K
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-14.4K- 2.02% |
$315K - $320K
|
700K
$15.5M
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-96- 0.73% |
$2.1K - $2.13K
|
13.1K
$292K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.11KNew |
$155K - $158K
|
7.11K
$158K
|
|
Q4 2023 | |||||||
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-92- 3.77% |
$2.01K - $2.07K
|
2.35K
$52.2K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
35.6K+ 125.21% |
$778K - $800K
|
64K
$1.42M
|