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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
95.1KNew |
$2.1M - $2.14M
|
95.1K
$2.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
55.4K+ 135.46% |
$1.22M - $1.24M
|
96.2K
$2.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
43.8KNew |
$966K - $984K
|
43.8K
$978K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.3K+ 19.74% |
$579K - $590K
|
159K
$3.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
13.1K+ 6.47% |
$290K - $296K
|
216K
$4.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.75KNew |
$127K - $129K
|
5.75K
$128K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.44K+ 35.59% |
$97.9K - $99.8K
|
16.9K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.43K+ 2.2% |
$31.6K - $32.2K
|
66.5K
$1.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
247+ 1.56% |
$5.45K - $5.55K
|
16.1K
$360K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
218+ 0.2% |
$4.81K - $4.9K
|
111K
$2.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
118+ 112.38% |
$2.6K - $2.65K
|
223
$4.98K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 1.27% |
$66.2 - $67.4
|
239
$5.34K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2+ 0.85% |
$44.1 - $45
|
237
$5.29K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2+ 0.0% |
$44.1 - $45
|
80.4K
$1.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.92% |
$44.1 - $45
|
220
$4.91K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.2KNew |
$806K - $820K
|
36.2K
$809K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
21.2KNew |
$473K - $481K
|
21.2K
$474K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.1KNew |
$247K - $252K
|
11.1K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.4KNew |
$232K - $236K
|
10.4K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.38K+ 42.87% |
$120K - $122K
|
17.9K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
488New |
$10.9K - $11.1K
|
488
$10.9K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17New |
$379 - $385
|
17
$380
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
181KNew |
$4.04M - $4.11M
|
181K
$4.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
125KNew |
$2.78M - $2.83M
|
125K
$2.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
40.8KNew |
$908K - $924K
|
40.8K
$911K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.59KNew |
$214K - $217K
|
9.59K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.41KNew |
$210K - $213K
|
9.41K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
805New |
$17.9K - $18.2K
|
805
$18K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
331New |
$7.37K - $7.5K
|
331
$7.39K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
116New |
$2.58K - $2.63K
|
116
$2.59K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
97New |
$2.16K - $2.2K
|
97
$2.17K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
63+ 7.28% |
$1.4K - $1.43K
|
928
$20.7K
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.43K+ 2.07% |
$31.7K - $32.2K
|
70.7K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
219New |
$4.84K - $4.92K
|
219
$4.89K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
120New |
$2.65K - $2.7K
|
120
$2.68K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21New |
$464 - $472
|
21
$469
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
18+ 0.95% |
$398 - $404
|
1.9K
$42.5K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
9.35K+ 71.16% |
$207K - $209K
|
22.5K
$502K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.51K+ 6.07% |
$77.6K - $78.4K
|
61.3K
$1.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
1.05KNew |
$23.1K - $23.4K
|
1.05K
$23.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
304New |
$6.72K - $6.79K
|
304
$6.79K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
70New |
$1.55K - $1.56K
|
70
$1.56K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
6New |
$133 - $134
|
6
$134
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
12.3K+ 102.52% |
$269K - $274K
|
24.4K
$544K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.83K+ 4.52% |
$39.9K - $40.6K
|
42.3K
$946K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
494+ 3.9% |
$10.8K - $11K
|
13.2K
$294K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.2% |
$633 - $643
|
14.3K
$319K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.7KNew |
$562K - $578K
|
25.7K
$575K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
13.1KNew |
$286K - $294K
|
13.1K
$292K
|
|