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 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
70New |
$1.55K - $1.56K
|
70
$1.58K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
1.05KNew |
$23.1K - $23.4K
|
1.05K
$23.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
9.35K+ 71.16% |
$207K - $209K
|
22.5K
$506K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
6New |
$133 - $134
|
6
$135
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.18K- 72.77% |
$114K - $116K
|
1.94K
$43.6K
|
|
| Q1 2024 | |||||||
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-43- 87.76% |
$939 - $954
|
6
$135
|
|
|
May 15, 2024
Q1 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-1.16K- 7.06% |
$25.3K - $25.7K
|
15.2K
$343K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.2% |
$633 - $643
|
14.3K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-29K- 41.33% |
$632K - $642K
|
41.1K
$925K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
494+ 3.9% |
$10.8K - $11K
|
13.2K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-91- 12.67% |
$1.99K - $2.02K
|
627
$14.1K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$21.8 - $22.2
|
1
$22.5
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
12.3K+ 102.52% |
$269K - $274K
|
24.4K
$548K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.4K- 13.23% |
$52.3K - $53.2K
|
15.7K
$354K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.83K+ 4.52% |
$39.9K - $40.6K
|
42.3K
$953K
|
|
| Q4 2023 | |||||||
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-221KClosed |
$4.82M - $4.96M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.7KNew |
$562K - $578K
|
25.7K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-92- 0.91% |
$2.01K - $2.07K
|
10K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
119KNew |
$2.61M - $2.68M
|
119K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.96K+ 26.85% |
$130K - $134K
|
28.2K
$634K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.63K+ 1.64% |
$35.7K - $36.6K
|
101K
$2.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
216New |
$4.72K - $4.85K
|
216
$4.86K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.22K+ 533.65% |
$48.5K - $49.9K
|
2.64K
$59.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
13.1KNew |
$286K - $294K
|
13.1K
$294K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
361New |
$7.89K - $8.11K
|
361
$8.12K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
14.2KNew |
$311K - $319K
|
14.2K
$320K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
12+ 0.35% |
$266 - $533
|
3.46K
$77.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
155+ 100.0% |
$3.43K - $6.88K
|
310
$6.98K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-217- 24.69% |
$4.8K - $9.63K
|
662
$14.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
15.1K+ 100.0% |
$335K - $671K
|
30.2K
$681K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
8.73K+ 100.0% |
$193K - $387K
|
17.5K
$393K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
436+ 100.0% |
$9.65K - $19.3K
|
872
$19.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4K+ 28.19% |
$88.5K - $178K
|
18.2K
$409K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.29KNew |
$28.5K - $57.3K
|
1.29K
$29K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
431+ 99.31% |
$9.54K - $19.1K
|
865
$19.5K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23.9K+ 110.4% |
$529K - $1.06M
|
45.5K
$1.02M
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
465New |
$20.2K - $20.6K
|
465
$10.5K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.3K+ 1.54% |
$143K - $146K
|
218K
$4.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.33K- 0.74% |
$57.9K - $59K
|
180K
$4.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-4.29K- 34.8% |
$186K - $190K
|
8.03K
$181K
|
|
| Q1 2023 | |||||||
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-15.4K- 66.25% |
$668K - $681K
|
7.86K
$177K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.21K- 36.81% |
$225K - $230K
|
8.94K
$201K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.49K+ 4.38% |
$64.5K - $65.7K
|
35.5K
$798K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.62KNew |
$286K - $292K
|
6.62K
$149K
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.58K+ 7.25% |
$68.2K - $69.5K
|
23.3K
$525K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
8.05K+ 2.78% |
$348K - $355K
|
298K
$6.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
400New |
$17.3K - $17.6K
|
400
$9K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-1.23K- 12.96% |
$53.3K - $54.4K
|
8.28K
$186K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.66KClosed |
$151K - $307K
|
0
$0
|
|