Purchases and Sales Made in Q3 2025 in Wisdom Tree Interest Rate Hedg (AGZD)
This table provides information about the institutional ownership of Wisdom Tree Interest Rate Hedg (AGZD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
28.1K+ 12.97% |
$625K - $632K
|
244K
$5.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.8K+ 93.67% |
$486K - $491K
|
45.1K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
13.8KNew |
$307K - $311K
|
13.8K
$310K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10.5K+ 65.24% |
$234K - $237K
|
26.6K
$599K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.3K+ 18.31% |
$230K - $233K
|
66.8K
$1.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.42KNew |
$98.4K - $99.4K
|
4.42K
$99.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.08K+ 18.79% |
$90.9K - $91.9K
|
25.8K
$580K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.02K+ 9.19% |
$89.6K - $90.6K
|
47.8K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.58K+ 5.38% |
$79.6K - $80.5K
|
70.1K
$1.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
2.11K+ 5.78% |
$46.9K - $47.4K
|
38.5K
$866K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.05K+ 4.26% |
$45.7K - $46.1K
|
50.2K
$1.13M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.73K+ 10.2% |
$38.4K - $38.9K
|
18.6K
$419K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
663New |
$14.8K - $14.9K
|
663
$14.9K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13+ 0.14% |
$290 - $293
|
9.63K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 1.36% |
$66.8 - $67.5
|
223
$5.01K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.84% |
$44.5 - $45
|
241
$5.42K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.46% |
$22.3 - $22.5
|
219
$4.92K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1- 0.12% |
$22.3 - $22.5
|
826
$18.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-13- 1.61% |
$290 - $293
|
792
$17.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-223- 1.41% |
$4.97K - $5.02K
|
15.6K
$351K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-236- 99.58% |
$5.26K - $5.31K
|
1
$22.5
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-280- 19.44% |
$6.24K - $6.3K
|
1.16K
$26.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-940- 2.91% |
$20.9K - $21.2K
|
31.3K
$704K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.97K- 7.73% |
$43.9K - $44.4K
|
23.5K
$529K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.65K- 6.65% |
$104K - $105K
|
65.3K
$1.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-6K- 29.1% |
$134K - $135K
|
14.6K
$328K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.4K- 9.21% |
$165K - $167K
|
73K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.64K- 14.11% |
$170K - $172K
|
46.5K
$1.04M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.2K- 7.19% |
$361K - $365K
|
210K
$4.71M
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-18.2K- 18.91% |
$405K - $410K
|
78K
$1.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.8K- 89.14% |
$442K - $446K
|
2.42K
$54.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-23.3K- 21.02% |
$519K - $524K
|
87.6K
$1.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-24.8K- 26.08% |
$553K - $559K
|
70.3K
$1.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.3K- 16.49% |
$585K - $591K
|
133K
$2.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-28.8K- 14.73% |
$641K - $648K
|
167K
$3.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29.1K- 7.73% |
$648K - $655K
|
347K
$7.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.7K- 6.42% |
$684K - $692K
|
448K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-31.7K- 38.55% |
$705K - $713K
|
50.5K
$1.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-37.3K- 19.62% |
$830K - $839K
|
153K
$3.43M
|