Latest Institutional Purchases of Wisdom Tree Interest Rate Hedg (AGZD)
This list provides information on the latest institutional transactions involving Wisdom Tree Interest Rate Hedg (AGZD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
153KNew |
$3.37M - $3.43M
|
153K
$3.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
122K+ 16.55% |
$2.69M - $2.73M
|
856K
$19.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
93.2K+ 9.97% |
$2.06M - $2.09M
|
1.03M
$23.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
82.8KNew |
$1.83M - $1.86M
|
82.8K
$1.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.1KNew |
$246K - $250K
|
11.1K
$251K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.96K+ 12.6% |
$176K - $179K
|
71.1K
$1.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.52K+ 19.99% |
$100K - $102K
|
27.1K
$613K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.31K+ 2.14% |
$51.1K - $51.9K
|
110K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 0.59% |
$32.9K - $33.4K
|
255K
$5.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.43K+ 2.07% |
$31.7K - $32.2K
|
70.7K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.35K+ 2.2% |
$29.9K - $30.3K
|
62.7K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.02K+ 2.99% |
$22.5K - $22.9K
|
35K
$791K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
638+ 63800.0% |
$14.1K - $14.3K
|
639
$14.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
582+ 4.1% |
$12.9K - $13.1K
|
14.8K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
219New |
$4.84K - $4.92K
|
219
$4.95K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
120New |
$2.65K - $2.7K
|
120
$2.71K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21New |
$464 - $472
|
21
$474
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
18+ 0.95% |
$398 - $404
|
1.9K
$43K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.87% |
$44.2 - $44.9
|
231
$5.22K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.94% |
$44.2 - $44.9
|
214
$4.83K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
58.1KNew |
$1.28M - $1.3M
|
58.1K
$1.31M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
9.35K+ 71.16% |
$207K - $209K
|
22.5K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.51K+ 6.07% |
$77.6K - $78.4K
|
61.3K
$1.39M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
1.05KNew |
$23.1K - $23.4K
|
1.05K
$23.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
304New |
$6.72K - $6.79K
|
304
$6.86K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
70New |
$1.55K - $1.56K
|
70
$1.58K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
6New |
$133 - $134
|
6
$135
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
12.3K+ 102.52% |
$269K - $274K
|
24.4K
$550K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.83K+ 4.52% |
$39.9K - $40.6K
|
42.3K
$956K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
494+ 3.9% |
$10.8K - $11K
|
13.2K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.2% |
$633 - $643
|
14.3K
$322K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$21.8 - $22.2
|
1
$22.6
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
119KNew |
$2.61M - $2.68M
|
119K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.7KNew |
$562K - $578K
|
25.7K
$581K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
14.2KNew |
$311K - $319K
|
14.2K
$321K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
13.1KNew |
$286K - $294K
|
13.1K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.96K+ 26.85% |
$130K - $134K
|
28.2K
$636K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.22K+ 533.65% |
$48.5K - $49.9K
|
2.64K
$59.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.63K+ 1.64% |
$35.7K - $36.6K
|
101K
$2.28M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
361New |
$7.89K - $8.11K
|
361
$8.15K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
216New |
$4.72K - $4.85K
|
216
$4.88K
|
|
| Q3 2023 | |||||||
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23.9K+ 110.4% |
$529K - $1.06M
|
45.5K
$1.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
15.1K+ 100.0% |
$335K - $671K
|
30.2K
$683K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
8.73K+ 100.0% |
$193K - $387K
|
17.5K
$394K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4K+ 28.19% |
$88.5K - $178K
|
18.2K
$411K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.29KNew |
$28.5K - $57.3K
|
1.29K
$29.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
436+ 100.0% |
$9.65K - $19.3K
|
872
$19.7K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
431+ 99.31% |
$9.54K - $19.1K
|
865
$19.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
155+ 100.0% |
$3.43K - $6.88K
|
310
$7K
|
|