Purchases and Sales Made in Q2 2025 in Wisdom Tree Interest Rate Hedg (AGZD)
This table provides information about the institutional ownership of Wisdom Tree Interest Rate Hedg (AGZD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
95.1KNew |
$2.1M - $2.14M
|
95.1K
$2.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
55.4K+ 135.46% |
$1.22M - $1.24M
|
96.2K
$2.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
43.8KNew |
$966K - $984K
|
43.8K
$978K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
13.1K+ 6.47% |
$290K - $296K
|
216K
$4.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.44K+ 35.59% |
$97.9K - $99.8K
|
16.9K
$378K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
247+ 1.56% |
$5.45K - $5.55K
|
16.1K
$360K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
218+ 0.2% |
$4.81K - $4.9K
|
111K
$2.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
118+ 112.38% |
$2.6K - $2.65K
|
223
$4.98K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 1.27% |
$66.2 - $67.4
|
239
$5.34K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2+ 0.0% |
$44.1 - $45
|
80.4K
$1.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.92% |
$44.1 - $45
|
220
$4.91K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-331- 1.58% |
$7.3K - $7.44K
|
20.6K
$460K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-763- 47.99% |
$16.8K - $17.2K
|
827
$18.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.83K- 8.07% |
$62.5K - $63.7K
|
32.3K
$721K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.12K- 24.49% |
$68.8K - $70.1K
|
9.62K
$215K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.36K- 17.5% |
$74K - $75.4K
|
15.8K
$353K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.55K- 6.56% |
$78.3K - $79.8K
|
50.6K
$1.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.27K- 22.18% |
$160K - $163K
|
25.5K
$570K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.75K- 25.84% |
$171K - $174K
|
22.2K
$497K
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-21.5K- 20.72% |
$473K - $482K
|
82.1K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-51.7K- 12.07% |
$1.14M - $1.16M
|
377K
$8.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-727K- 79.28% |
$16M - $16.3M
|
190K
$4.24M
|