Purchases and Sales Made in Q1 2022 in Wisdom Tree Interest Rate Hedg (AGZD)
This table provides information about the institutional ownership of Wisdom Tree Interest Rate Hedg (AGZD) during Q1 2022. The information is specifically focused on institutions that hold shares of WISDOM TREE INTEREST RATE HEDG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
534KNew |
$12.3M - $12.5M
|
534K
$12M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
487K+ 283.45% |
$11.2M - $11.4M
|
659K
$14.8M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
215K+ 54.71% |
$4.95M - $5.03M
|
608K
$13.7M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
182KNew |
$4.18M - $4.26M
|
182K
$4.09M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
180KNew |
$4.14M - $4.21M
|
180K
$4.05M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
133K+ 51.26% |
$3.05M - $3.1M
|
391K
$8.8M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
119KNew |
$2.75M - $2.8M
|
119K
$2.69M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
59.8K+ 33.74% |
$1.38M - $1.4M
|
237K
$5.34M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
53.1KNew |
$1.22M - $1.24M
|
53.1K
$1.2M
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
44.2KNew |
$1.02M - $1.03M
|
44.2K
$994K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.4K+ 10.69% |
$538K - $548K
|
242K
$5.45M
|
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
23.3KNew |
$536K - $545K
|
23.3K
$524K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
23K+ 316.18% |
$530K - $539K
|
30.3K
$682K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.7KNew |
$454K - $462K
|
19.7K
$444K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.4K+ 126.09% |
$399K - $406K
|
31.1K
$700K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.7K+ 52.38% |
$292K - $297K
|
37K
$832K
|
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
12.5KNew |
$287K - $292K
|
12.5K
$281K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
10.4KNew |
$239K - $243K
|
10.4K
$234K
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
5.94K+ 11.57% |
$137K - $139K
|
57.3K
$1.29M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.94K+ 16.5% |
$67.7K - $68.9K
|
20.8K
$467K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
926New |
$21.3K - $21.7K
|
926
$20.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
650New |
$15K - $15.2K
|
650
$14.6K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
576+ 1.82% |
$13.2K - $13.5K
|
32.1K
$723K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
515+ 17.38% |
$11.8K - $12.1K
|
3.48K
$78.3K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
272+ 2.79% |
$6.26K - $6.36K
|
10K
$226K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
247+ 0.11% |
$5.68K - $5.78K
|
217K
$4.89M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
211New |
$4.85K - $4.94K
|
211
$4.75K
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
193+ 2.83% |
$4.44K - $4.52K
|
7.02K
$158K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
177+ 520.59% |
$4.07K - $4.14K
|
211
$4.75K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26+ 0.28% |
$598 - $608
|
9.26K
$208K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-173- 3.65% |
$3.98K - $4.05K
|
4.56K
$103K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-208Closed |
$4.78K - $4.87K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-219- 4.27% |
$5.04K - $5.12K
|
4.91K
$110K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-666- 3.5% |
$15.3K - $15.6K
|
18.4K
$413K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-977- 0.89% |
$22.5K - $22.9K
|
109K
$2.44M
|
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.27K- 12.75% |
$29.1K - $29.6K
|
8.67K
$195K
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-3.08K- 9.76% |
$70.8K - $72.1K
|
28.5K
$641K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.43K- 88.79% |
$102K - $104K
|
559
$12.6K
|
|
|
May 04, 2022
Q1 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-5.17KClosed |
$119K - $121K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-5.34K- 39.65% |
$123K - $125K
|
8.13K
$183K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.7KClosed |
$291K - $297K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.7KClosed |
$292K - $297K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-20.2KClosed |
$466K - $474K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Simpli Fi, Inc.
|
SELL
|
- |
-33.6K- 3.47% |
$772K - $786K
|
934K
$21M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34.6K- 28.49% |
$795K - $809K
|
86.8K
$1.95M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-36.4KClosed |
$838K - $853K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-43.4K- 45.87% |
$999K - $1.02M
|
51.2K
$1.15M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-44.2K- 18.64% |
$1.02M - $1.03M
|
193K
$4.34M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-54.5KClosed |
$1.25M - $1.28M
|
0
$0
|