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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
859New |
$19.4K - $39.6K
|
859
$19.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.28K+ 11.28% |
$51.7K - $105K
|
22.5K
$507K
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-213- 2.24% |
$4.82K - $9.83K
|
9.28K
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.56K+ 36.53% |
$57.9K - $118K
|
9.56K
$215K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
46+ 0.1% |
$1.04K - $2.12K
|
47K
$1.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 6.9% |
$90.5 - $185
|
62
$1.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-5.59K- 9.65% |
$126K - $258K
|
52.3K
$1.18M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
17+ 0.2% |
$386 - $392
|
8.68K
$195K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
57New |
$1.3K - $1.32K
|
57
$1.28K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.84K- 12.58% |
$156K - $158K
|
47.6K
$1.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
174+ 1.37% |
$3.96K - $4.02K
|
12.9K
$290K
|
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
15+ 0.69% |
$341 - $346
|
2.2K
$49.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
16.8KNew |
$383K - $389K
|
16.8K
$379K
|
|
|
Oct 25, 2022
Q3 2022
|
Sam Advisors, LLC
|
BUY
|
- |
76.9KNew |
$1.75M - $1.78M
|
76.9K
$1.73M
|
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
SELL
|
- |
-2.53K- 0.27% |
$57.4K - $58.3K
|
933K
$21M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.48KClosed |
$79.3K - $81.3K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-376- 40.6% |
$8.57K - $8.78K
|
550
$12.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.8KClosed |
$474K - $485K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-28.5KClosed |
$649K - $665K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-287Closed |
$6.54K - $6.7K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
10.4KNew |
$239K - $243K
|
10.4K
$234K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-36.4KClosed |
$838K - $853K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-5.17KClosed |
$119K - $121K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-173- 3.65% |
$3.98K - $4.05K
|
4.56K
$103K
|
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
650New |
$15K - $15.2K
|
650
$14.6K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.09KClosed |
$48.6K - $49K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.45KClosed |
$151K - $152K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-900Closed |
$21.1K - $21.3K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-20Closed |
$468 - $473
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.75KClosed |
$158K - $160K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 01, 2020
Q3 2020
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-120KClosed |
$2.81M - $2.85M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-133Closed |
$3.07K - $3.13K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.08KClosed |
$163K - $167K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-6.22KClosed |
$144K - $147K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.9KClosed |
$63.8K - $69.9K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 22, 2020
Q4 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-212Closed |
$5.05K - $5.11K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 08, 2019
Q3 2019
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.92KClosed |
$93.3K - $94K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10KClosed |
$238K - $240K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
Horan Securities, Inc.
|
SELL
|
- |
-377Closed |
$8.98K - $9.05K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.24KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 08, 2019
Q1 2019
|
Econ Financial Services Corp
|
SELL
|
- |
-20.3KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Advisor Net Financial, Inc
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 08, 2018
Q2 2018
|
Lincoln National Corp
|
SELL
|
- |
-4.84KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.99KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 01, 2018
Q1 2018
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-5KClosed |
N/A
|
0
$0
|
|
|
May 01, 2018
Q1 2018
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-15.3KClosed |
N/A
|
0
$0
|
|