Purchases and Sales Made in Q3 2024 in Wisdom Tree Interest Rate Hedg (AGZD)
This table provides information about the institutional ownership of Wisdom Tree Interest Rate Hedg (AGZD) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
153KNew |
$3.37M - $3.43M
|
153K
$3.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
122K+ 16.55% |
$2.69M - $2.73M
|
856K
$19.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
93.2K+ 9.97% |
$2.06M - $2.09M
|
1.03M
$23.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
82.8KNew |
$1.83M - $1.86M
|
82.8K
$1.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.1KNew |
$246K - $250K
|
11.1K
$250K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.96K+ 12.6% |
$176K - $179K
|
71.1K
$1.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.52K+ 19.99% |
$100K - $102K
|
27.1K
$611K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.31K+ 2.14% |
$51.1K - $51.9K
|
110K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 0.59% |
$32.9K - $33.4K
|
255K
$5.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.43K+ 2.07% |
$31.7K - $32.2K
|
70.7K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.35K+ 2.2% |
$29.9K - $30.3K
|
62.7K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.02K+ 2.99% |
$22.5K - $22.9K
|
35K
$788K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
638+ 63800.0% |
$14.1K - $14.3K
|
639
$14.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
582+ 4.1% |
$12.9K - $13.1K
|
14.8K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
219New |
$4.84K - $4.92K
|
219
$4.93K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
120New |
$2.65K - $2.7K
|
120
$2.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21New |
$464 - $472
|
21
$473
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
18+ 0.95% |
$398 - $404
|
1.9K
$42.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.94% |
$44.2 - $44.9
|
214
$4.82K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.87% |
$44.2 - $44.9
|
231
$5.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-609- 4.15% |
$13.5K - $13.7K
|
14.1K
$316K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.05K- 4.75% |
$23.3K - $23.6K
|
21.1K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.53K- 3.41% |
$33.9K - $34.4K
|
43.3K
$974K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.58K- 1.37% |
$34.8K - $35.4K
|
113K
$2.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.87K- 5.66% |
$41.3K - $41.9K
|
31.1K
$699K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.94K- 0.85% |
$42.9K - $43.6K
|
227K
$5.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.07K- 2.41% |
$45.7K - $46.4K
|
83.8K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.14K- 3.73% |
$69.3K - $70.4K
|
80.8K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.75K- 9.9% |
$82.9K - $84.2K
|
34.1K
$768K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.46K- 1.2% |
$165K - $168K
|
614K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.87K- 12.95% |
$174K - $177K
|
52.9K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.92K- 28.55% |
$175K - $178K
|
19.8K
$446K
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-18.1K- 20.3% |
$399K - $406K
|
70.9K
$1.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-24.8K- 47.06% |
$549K - $557K
|
27.9K
$628K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
SELL
|
- |
-26.1K- 5.38% |
$577K - $586K
|
459K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-31.1K- 53.98% |
$687K - $698K
|
26.5K
$596K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-32.4K- 14.16% |
$716K - $727K
|
196K
$4.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-54K- 62.87% |
$1.19M - $1.21M
|
31.9K
$718K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-78.7K- 11.04% |
$1.74M - $1.77M
|
634K
$14.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-85.4K- 52.3% |
$1.89M - $1.92M
|
77.9K
$1.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-101K- 97.78% |
$2.24M - $2.28M
|
2.3K
$51.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-138K- 99.65% |
$3.06M - $3.11M
|
488
$11K
|