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 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
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-15.3KClosed |
N/A
|
0
$0
|
|
|
May 01, 2018
Q1 2018
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-5KClosed |
N/A
|
0
$0
|
|