Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
SELL
|
- |
-418K- 91.01% |
$9.31M - $9.47M
|
41.3K
$927K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-83K- 75.13% |
$1.85M - $1.88M
|
27.5K
$617K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-34.2K- 41.29% |
$762K - $775K
|
48.6K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.93K- 17.64% |
$110K - $112K
|
23K
$517K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.89K- 6.88% |
$109K - $111K
|
66.2K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.47K- 1.29% |
$32.6K - $33.2K
|
112K
$2.51M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-138K- 99.65% |
$3.06M - $3.11M
|
488
$11K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-101K- 97.78% |
$2.24M - $2.28M
|
2.3K
$51.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-85.4K- 52.3% |
$1.89M - $1.92M
|
77.9K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-78.7K- 11.04% |
$1.74M - $1.77M
|
634K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-54K- 62.87% |
$1.19M - $1.21M
|
31.9K
$716K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-31.1K- 53.98% |
$687K - $698K
|
26.5K
$595K
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-18.1K- 20.3% |
$399K - $406K
|
70.9K
$1.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.92K- 28.55% |
$175K - $178K
|
19.8K
$445K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.87K- 12.95% |
$174K - $177K
|
52.9K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.46K- 1.2% |
$165K - $168K
|
614K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.75K- 9.9% |
$82.9K - $84.2K
|
34.1K
$767K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.14K- 3.73% |
$69.3K - $70.4K
|
80.8K
$1.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.07K- 2.41% |
$45.7K - $46.4K
|
83.8K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.94K- 0.85% |
$42.9K - $43.6K
|
227K
$5.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.87K- 5.66% |
$41.3K - $41.9K
|
31.1K
$698K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.53K- 3.41% |
$33.9K - $34.4K
|
43.3K
$973K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.05K- 4.75% |
$23.3K - $23.6K
|
21.1K
$473K
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-609- 4.15% |
$13.5K - $13.7K
|
14.1K
$316K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-9.99K- 28.18% |
$221K - $223K
|
25.5K
$572K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.18K- 72.77% |
$114K - $116K
|
1.94K
$43.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.15K- 23.65% |
$114K - $115K
|
16.6K
$373K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.13K- 93.27% |
$91.3K - $92.2K
|
298
$6.69K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-350- 14.89% |
$7.74K - $7.82K
|
2K
$44.9K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-29K- 41.33% |
$632K - $642K
|
41.1K
$923K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.4K- 13.23% |
$52.3K - $53.2K
|
15.7K
$353K
|
|
|
May 15, 2024
Q1 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-1.16K- 7.06% |
$25.3K - $25.7K
|
15.2K
$342K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-91- 12.67% |
$1.99K - $2.02K
|
627
$14.1K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-43- 87.76% |
$939 - $954
|
6
$135
|
|
| Q4 2023 | |||||||
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-221KClosed |
$4.82M - $4.96M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-92- 0.91% |
$2.01K - $2.07K
|
10K
$225K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-217- 24.69% |
$4.8K - $9.63K
|
662
$14.9K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-4.29K- 34.8% |
$186K - $190K
|
8.03K
$180K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.33K- 0.74% |
$57.9K - $59K
|
180K
$4.04M
|
|
| Q1 2023 | |||||||
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-15.4K- 66.25% |
$668K - $681K
|
7.86K
$177K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.21K- 36.81% |
$225K - $230K
|
8.94K
$201K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-1.23K- 12.96% |
$53.3K - $54.4K
|
8.28K
$186K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.66KClosed |
$151K - $307K
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-5.59K- 9.65% |
$126K - $258K
|
52.3K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-213- 2.24% |
$4.82K - $9.83K
|
9.28K
$208K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.84K- 12.58% |
$156K - $158K
|
47.6K
$1.07M
|
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
SELL
|
- |
-2.53K- 0.27% |
$57.4K - $58.3K
|
933K
$21M
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-28.5KClosed |
$649K - $665K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.8KClosed |
$474K - $485K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.48KClosed |
$79.3K - $81.3K
|
0
$0
|
|