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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.96K+ 26.85% |
$130K - $134K
|
28.2K
$626K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-92- 0.91% |
$2.01K - $2.07K
|
10K
$223K
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.7KNew |
$562K - $578K
|
25.7K
$572K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
119KNew |
$2.61M - $2.68M
|
119K
$2.66M
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
317New |
$6.93K - $7.12K
|
317
$7.05K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$21.9 - $22.5
|
1
$22.2
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.63K+ 1.64% |
$35.7K - $36.6K
|
101K
$2.24M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
216New |
$4.72K - $4.85K
|
216
$4.8K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.22K+ 533.65% |
$48.5K - $49.9K
|
2.64K
$58.6K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4.43KNew |
$96.8K - $99.5K
|
4.43K
$98.5K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
13.1KNew |
$286K - $294K
|
13.1K
$291K
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
361New |
$7.89K - $8.11K
|
361
$8.03K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
14.2KNew |
$311K - $319K
|
14.2K
$316K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
12+ 0.35% |
$266 - $533
|
3.46K
$76.9K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
155+ 100.0% |
$3.43K - $6.88K
|
310
$6.89K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-217- 24.69% |
$4.8K - $9.63K
|
662
$14.7K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
15.1K+ 100.0% |
$335K - $671K
|
30.2K
$673K
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
8.73K+ 100.0% |
$193K - $387K
|
17.5K
$388K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
436+ 100.0% |
$9.65K - $19.3K
|
872
$19.4K
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4K+ 28.19% |
$88.5K - $178K
|
18.2K
$405K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.29KNew |
$28.5K - $57.3K
|
1.29K
$28.7K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
431+ 99.31% |
$9.54K - $19.1K
|
865
$19.2K
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23.9K+ 110.4% |
$529K - $1.06M
|
45.5K
$1.01M
|
|
Q2 2023 | |||||||
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
465New |
$20.2K - $20.6K
|
465
$10.3K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.3K+ 1.54% |
$143K - $146K
|
218K
$4.84M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.33K- 0.74% |
$57.9K - $59K
|
180K
$4M
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-4.29K- 34.8% |
$186K - $190K
|
8.03K
$179K
|
|
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
$175K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.21K- 36.81% |
$225K - $230K
|
8.94K
$199K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.49K+ 4.38% |
$64.5K - $65.7K
|
35.5K
$789K
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.62KNew |
$286K - $292K
|
6.62K
$147K
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.58K+ 7.25% |
$68.2K - $69.5K
|
23.3K
$519K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
8.05K+ 2.78% |
$348K - $355K
|
298K
$6.62M
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
400New |
$17.3K - $17.6K
|
400
$8.9K
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-1.23K- 12.96% |
$53.3K - $54.4K
|
8.28K
$184K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
859New |
$37.3K - $39.6K
|
859
$19.1K
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.28K+ 11.28% |
$99.1K - $105K
|
22.5K
$501K
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-213- 2.24% |
$9.24K - $9.83K
|
9.28K
$206K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.56K+ 36.53% |
$111K - $118K
|
9.56K
$213K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
46+ 0.1% |
$2K - $2.12K
|
47K
$1.05M
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 6.9% |
$174 - $185
|
62
$1.38K
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-5.59K- 9.65% |
$243K - $258K
|
52.3K
$1.16M
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
17+ 0.2% |
N/A
|
8.68K
$193K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
57New |
N/A
|
57
$1.27K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.84K- 12.58% |
N/A
|
47.6K
$1.06M
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
174+ 1.37% |
N/A
|
12.9K
$286K
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
15+ 0.69% |
N/A
|
2.2K
$49K
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
16.8KNew |
N/A
|
16.8K
$375K
|
|
Oct 25, 2022
Q3 2022
|
Sam Advisors, LLC
|
BUY
|
- |
76.9KNew |
N/A
|
76.9K
$1.71M
|