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 |
---|---|---|---|---|---|---|---|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
518KNew |
$11.3M - $11.5M
|
518K
$11.6M
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
125K+ 13.83% |
$2.72M - $2.76M
|
1.03M
$22.9M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
76.3KNew |
$1.67M - $1.69M
|
76.3K
$1.7M
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
56.7K+ 362.38% |
$1.24M - $1.26M
|
72.3K
$1.61M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
29.3K+ 104.65% |
$640K - $650K
|
57.3K
$1.28M
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
28K+ 15.7% |
$612K - $622K
|
207K
$4.61M
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
16.8K+ 277.67% |
$366K - $372K
|
22.8K
$508K
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
12.3K+ 102.52% |
$269K - $274K
|
24.4K
$544K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.45K+ 18.95% |
$184K - $187K
|
53K
$1.18M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.11KNew |
$155K - $158K
|
7.11K
$159K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.13K+ 5.37% |
$112K - $114K
|
101K
$2.24M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.88K+ 0.76% |
$107K - $108K
|
643K
$14.3M
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
3.16K+ 3.61% |
$68.9K - $70K
|
90.6K
$2.02M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.93K+ 26.55% |
$64K - $65K
|
14K
$312K
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.83K+ 4.52% |
$39.9K - $40.6K
|
42.3K
$944K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.76K+ 3.14% |
$38.4K - $39K
|
57.8K
$1.29M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 1.78% |
$23K - $23.3K
|
60.2K
$1.34M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
494+ 3.9% |
$10.8K - $11K
|
13.2K
$293K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
482+ 1.07% |
$10.5K - $10.7K
|
45.6K
$1.02M
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
310+ 0.88% |
$6.77K - $6.88K
|
35.4K
$790K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
158+ 0.71% |
$3.45K - $3.5K
|
22.4K
$499K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
106+ 50.96% |
$2.31K - $2.35K
|
314
$7K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.2% |
$633 - $643
|
14.3K
$318K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
21+ 0.91% |
$458 - $466
|
2.33K
$52K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$21.8 - $22.2
|
1
$22.3
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
119KNew |
$2.61M - $2.68M
|
119K
$2.66M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
35.6K+ 125.21% |
$778K - $800K
|
64K
$1.43M
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.7KNew |
$562K - $578K
|
25.7K
$574K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
14.2KNew |
$311K - $319K
|
14.2K
$317K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
13.1KNew |
$286K - $294K
|
13.1K
$291K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.96K+ 26.85% |
$130K - $134K
|
28.2K
$628K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4.43KNew |
$96.8K - $99.5K
|
4.43K
$98.7K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.22K+ 533.65% |
$48.5K - $49.9K
|
2.64K
$58.8K
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.63K+ 1.64% |
$35.7K - $36.6K
|
101K
$2.25M
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
361New |
$7.89K - $8.11K
|
361
$8.05K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
317New |
$6.93K - $7.12K
|
317
$7.07K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
216New |
$4.72K - $4.85K
|
216
$4.82K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$21.9 - $22.5
|
1
$22.3
|
|
Q3 2023 | |||||||
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23.9K+ 110.4% |
$529K - $1.06M
|
45.5K
$1.02M
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
15.1K+ 100.0% |
$335K - $671K
|
30.2K
$675K
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
8.73K+ 100.0% |
$193K - $387K
|
17.5K
$389K
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4K+ 28.19% |
$88.5K - $178K
|
18.2K
$406K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.29KNew |
$28.5K - $57.3K
|
1.29K
$28.8K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
436+ 100.0% |
$9.65K - $19.3K
|
872
$19.4K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
431+ 99.31% |
$9.54K - $19.1K
|
865
$19.3K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
155+ 100.0% |
$3.43K - $6.88K
|
310
$6.91K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
12+ 0.35% |
$266 - $533
|
3.46K
$77.1K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.3K+ 1.54% |
$143K - $146K
|
218K
$4.85M
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
465New |
$20.2K - $20.6K
|
465
$10.4K
|