Purchases and Sales Made in Q1 2023 in Wisdom Tree Interest Rate Hedg (AGZD)

AGZD Quotes by TradingView

This table provides information about the institutional ownership of Wisdom Tree Interest Rate Hedg (AGZD) during Q1 2023. 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
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
190K
+ 1175.43%
$8.23M - $8.39M
206K $4.64M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
98.6K
+ 26.11%
$4.27M - $4.35M
476K $10.7M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
40.1K
New
$1.74M - $1.77M
40.1K $902K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
26.6K
New
$1.15M - $1.18M
26.6K $599K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
26.5K
+ 14.09%
$1.15M - $1.17M
214K $4.82M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
18.8K
+ 71.33%
$815K - $831K
45.2K $1.02M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
16.9K
+ 67.57%
$732K - $746K
42K $944K
Apr 18, 2023 Q1 2023
Empirical Asset Management, LLC

BUY
 -
16.7K
New
$722K - $736K
16.7K $376K
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
11.8K
New
$510K - $519K
11.8K $265K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
11K
New
$476K - $485K
11K $248K
May 04, 2023 Q1 2023
Barber Financial Group, Inc.

BUY
 -
8.05K
+ 2.78%
$348K - $355K
298K $6.7M
Apr 28, 2023 Q1 2023
Win Advisors, Inc

BUY
 -
8K
New
$346K - $353K
8K $180K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
6.73K
New
$291K - $297K
6.73K $151K
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
6.62K
New
$286K - $292K
6.62K $149K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
5.23K
+ 54.66%
$226K - $231K
14.8K $333K
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
4.74K
+ 9.24%
$205K - $209K
56.1K $1.26M
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
3.62K
+ 7.48%
$157K - $160K
52.1K $1.17M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.77K
+ 2.44%
$120K - $122K
116K $2.61M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.36K
+ 9.53%
$102K - $104K
27.1K $609K
May 10, 2023 Q1 2023
Adamsbrown Wealth Consultants LLC

BUY
 -
1.58K
+ 7.25%
$68.2K - $69.5K
23.3K $525K
May 12, 2023 Q1 2023
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
1.49K
+ 4.38%
$64.5K - $65.7K
35.5K $798K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
1.47K
+ 2194.03%
$63.6K - $64.9K
1.54K $34.6K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
913
New
$39.5K - $40.3K
913 $20.5K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
711
+ 4.68%
$30.8K - $31.4K
15.9K $358K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
667
+ 9.86%
$28.9K - $29.4K
7.43K $167K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
598
+ 1812.12%
$25.9K - $26.4K
631 $14.2K
Apr 20, 2023 Q1 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
400
New
$17.3K - $17.6K
400 $9K
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
341
New
$14.8K - $15K
341 $7.67K
Apr 26, 2023 Q1 2023
Interactive Financial Advisors

Chicago, IL
BUY
 -
253
+ 3.05%
$11K - $11.2K
8.54K $192K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
152
+ 0.37%
$6.58K - $6.71K
41.8K $940K
May 04, 2023 Q1 2023
Tower Wealth Partners, Inc.

Lewisburg, PA
BUY
 -
51
+ 0.14%
$2.21K - $2.25K
37.5K $844K
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
1
+ 2.33%
$43.3 - $44.1
44 $990
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
1
New
$43.3 - $44.1
1 $22.5
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
0
New
$0 - $0
0 $0
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 25, 2023 Q1 2023
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-200
- 1.12%
$8.66K - $8.82K
17.7K $398K
May 04, 2023 Q1 2023
Neirg Wealth Management, LLC

SELL
 -
-241
- 1.92%
$10.4K - $10.6K
12.3K $277K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

SELL
 -
-764
- 6.13%
$33.1K - $33.7K
11.7K $263K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-794
- 90.95%
$34.4K - $35K
79 $1.78K
May 15, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-1.17K
- 94.58%
$50.6K - $51.6K
67 $1.51K
Apr 17, 2023 Q1 2023
Vahanian & Associates Financial Planning Inc.

SELL
 -
-1.23K
- 12.96%
$53.3K - $54.4K
8.28K $186K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-1.54K
Closed
$66.5K - $67.7K
0 $0
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-3.16K
- 1.71%
$137K - $139K
181K $4.08M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-4.34K
- 17.68%
$188K - $191K
20.2K $454K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-4.51K
- 5.8%
$195K - $199K
73.1K $1.65M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-5.21K
- 36.81%
$225K - $230K
8.94K $201K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

SELL
 -
-5.28K
- 16.95%
$229K - $233K
25.9K $582K
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-5.76K
- 4.71%
$249K - $254K
117K $2.62M
Jun 01, 2023 Q1 2023
Golden State Equity Partners

South Coast Metro, CA
SELL
 -
-15.4K
- 66.25%
$668K - $681K
7.86K $177K

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