Purchases and Sales Made in Q1 2025 in Wisdom Tree Interest Rate Hedg (AGZD)
This table provides information about the institutional ownership of Wisdom Tree Interest Rate Hedg (AGZD) during Q1 2025. 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 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
341K+ 826.81% |
$7.6M - $7.73M
|
383K
$8.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
111KNew |
$2.46M - $2.51M
|
111K
$2.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
21.2KNew |
$473K - $481K
|
21.2K
$472K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.2K+ 21.37% |
$315K - $321K
|
80.4K
$1.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.38K+ 42.87% |
$120K - $122K
|
17.9K
$399K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.53K+ 9.22% |
$56.4K - $57.3K
|
30K
$667K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.15K+ 7.83% |
$25.7K - $26.1K
|
15.9K
$353K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
166+ 100.0% |
$3.7K - $3.76K
|
332
$7.38K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.85% |
$44.5 - $45.3
|
236
$5.25K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-150- 1.19% |
$3.34K - $3.4K
|
12.5K
$277K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-166- 50.0% |
$3.7K - $3.76K
|
166
$3.69K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-427- 2.0% |
$9.51K - $9.67K
|
20.9K
$465K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-443- 21.79% |
$9.87K - $10K
|
1.59K
$35.3K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-8.57K- 43.76% |
$191K - $194K
|
11K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-230K- 87.51% |
$5.11M - $5.2M
|
32.8K
$729K
|