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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-727K- 79.28% |
$16M - $16.3M
|
190K
$4.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
SELL
|
- |
-346K- 90.48% |
$7.63M - $7.78M
|
36.4K
$814K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-135K- 65.91% |
$2.98M - $3.04M
|
69.9K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-57.2K- 71.43% |
$1.26M - $1.29M
|
22.9K
$511K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-51.7K- 12.07% |
$1.14M - $1.16M
|
377K
$8.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-36.3K- 7.04% |
$800K - $815K
|
479K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.2K- 54.77% |
$622K - $634K
|
23.3K
$520K
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-21.5K- 20.72% |
$473K - $482K
|
82.1K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.75K- 25.84% |
$171K - $174K
|
22.2K
$497K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.27K- 22.18% |
$160K - $163K
|
25.5K
$570K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.07K- 11.2% |
$134K - $136K
|
48.1K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.55K- 6.56% |
$78.3K - $79.8K
|
50.6K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.36K- 17.5% |
$74K - $75.4K
|
15.8K
$353K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.25K- 1.64% |
$71.7K - $73.1K
|
195K
$4.36M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.12K- 24.49% |
$68.8K - $70.1K
|
9.62K
$215K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.83K- 8.07% |
$62.5K - $63.7K
|
32.3K
$721K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.42K- 1.06% |
$53.3K - $54.3K
|
226K
$5.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.12K- 3.62% |
$46.7K - $47.6K
|
56.5K
$1.26M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.64K- 7.01% |
$36.1K - $36.8K
|
21.7K
$485K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-763- 47.99% |
$16.8K - $17.2K
|
827
$18.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-560- 28.0% |
$12.4K - $12.6K
|
1.44K
$32.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-331- 1.58% |
$7.3K - $7.44K
|
20.6K
$460K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-30.2K- 62.12% |
$673K - $684K
|
18.4K
$412K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-8.57K- 43.76% |
$191K - $194K
|
11K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-635- 4.68% |
$14.1K - $14.4K
|
12.9K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-421- 65.88% |
$9.38K - $9.54K
|
218
$4.87K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-166- 50.0% |
$3.7K - $3.76K
|
166
$3.71K
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-34.1K- 99.88% |
$759K - $772K
|
42
$938
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.89K- 6.1% |
$42.2K - $42.9K
|
29.2K
$652K
|
|
| Q3 2024 | |||||||
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-101K- 97.78% |
$2.24M - $2.28M
|
2.3K
$51.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.07K- 2.41% |
$45.7K - $46.4K
|
83.8K
$1.87M
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-609- 4.15% |
$13.5K - $13.7K
|
14.1K
$314K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-9.99K- 28.18% |
$221K - $223K
|
25.5K
$569K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.18K- 72.77% |
$114K - $116K
|
1.94K
$43.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.13K- 93.27% |
$91.3K - $92.2K
|
298
$6.66K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-29K- 41.33% |
$632K - $642K
|
41.1K
$918K
|
|
|
May 15, 2024
Q1 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-1.16K- 7.06% |
$25.3K - $25.7K
|
15.2K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-91- 12.67% |
$1.99K - $2.02K
|
627
$14K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-43- 87.76% |
$939 - $954
|
6
$134
|
|
| 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
$224K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-217- 24.69% |
$4.8K - $9.63K
|
662
$14.8K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-4.29K- 34.8% |
$186K - $190K
|
8.03K
$179K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.33K- 0.74% |
$57.9K - $59K
|
180K
$4.02M
|
|
| Q1 2023 | |||||||
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-15.4K- 66.25% |
$668K - $681K
|
7.86K
$176K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.21K- 36.81% |
$225K - $230K
|
8.94K
$200K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-1.23K- 12.96% |
$53.3K - $54.4K
|
8.28K
$185K
|
|
| 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
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-213- 2.24% |
$4.82K - $9.83K
|
9.28K
$207K
|
|