Purchases and Sales Made in Q4 2021 in Wisdom Tree Interest Rate Hedg (AGZD)
This table provides information about the institutional ownership of Wisdom Tree Interest Rate Hedg (AGZD) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
217K+ 11510.98% |
$5.05M - $5.1M
|
219K
$4.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
113K+ 40.17% |
$2.62M - $2.65M
|
393K
$8.85M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
94.7KNew |
$2.2M - $2.22M
|
94.7K
$2.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
88.6K+ 68.96% |
$2.06M - $2.08M
|
217K
$4.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
31.6KNew |
$734K - $741K
|
31.6K
$710K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16K+ 41.4% |
$371K - $375K
|
54.5K
$1.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$313K - $316K
|
13.5K
$303K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7KNew |
$295K - $298K
|
12.7K
$285K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
9.76KNew |
$227K - $229K
|
9.76K
$220K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
7.39K+ 16.82% |
$172K - $174K
|
51.3K
$1.15M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.21K+ 53.48% |
$145K - $146K
|
17.8K
$401K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.2K+ 5.39% |
$144K - $146K
|
121K
$2.73M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.13KNew |
$119K - $120K
|
5.13K
$115K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
4.43K+ 2.56% |
$103K - $104K
|
177K
$3.99M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.96KNew |
$68.9K - $69.6K
|
2.96K
$66.7K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.88K+ 2.7% |
$66.9K - $67.5K
|
110K
$2.46M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
2.26K+ 0.88% |
$52.6K - $53.1K
|
259K
$5.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.74K+ 9.4% |
$40.5K - $40.9K
|
20.2K
$456K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.48K+ 4.22% |
$34.3K - $34.7K
|
36.4K
$820K
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.1K+ 3.61% |
$25.6K - $25.8K
|
31.5K
$710K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
700+ 70.0% |
$16.3K - $16.4K
|
1.7K
$38.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
418+ 9.15% |
$9.72K - $9.81K
|
4.99K
$112K
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
310+ 4.75% |
$7.21K - $7.28K
|
6.83K
$154K
|
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
BUY
|
- |
159+ 3.17% |
$3.7K - $3.73K
|
5.17K
$116K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
65+ 0.9% |
$1.51K - $1.53K
|
7.29K
$164K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
34New |
$791 - $798
|
34
$765
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30+ 0.33% |
$698 - $704
|
9.23K
$208K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-24- 0.5% |
$558 - $564
|
4.74K
$107K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.06K- 7.17% |
$24.7K - $25K
|
13.8K
$310K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.09KClosed |
$48.6K - $49K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.6K- 31.66% |
$107K - $108K
|
9.94K
$224K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-10.3KClosed |
$240K - $242K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16K- 8.52% |
$372K - $376K
|
172K
$3.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-20.1K- 7.46% |
$467K - $472K
|
249K
$5.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-36.1K- 74.04% |
$841K - $848K
|
12.7K
$285K
|
|
|
Jan 20, 2022
Q4 2021
|
Simpli Fi, Inc.
|
SELL
|
- |
-127K- 11.58% |
$2.95M - $2.98M
|
968K
$21.8M
|