Purchases and Sales Made in Q4 2023 in Wisdom Tree Interest Rate Hedg (AGZD)
This table provides information about the institutional ownership of Wisdom Tree Interest Rate Hedg (AGZD) during Q4 2023. 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, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
901KNew |
$19.7M - $20.2M
|
901K
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
403K+ 2172.23% |
$8.8M - $9.05M
|
421K
$9.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
294K+ 60.09% |
$6.43M - $6.61M
|
784K
$17.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
119KNew |
$2.61M - $2.68M
|
119K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
50.1KNew |
$1.1M - $1.13M
|
50.1K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
38.6K+ 31.41% |
$844K - $867K
|
162K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
35.6K+ 125.21% |
$778K - $800K
|
64K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.7KNew |
$562K - $578K
|
25.7K
$579K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.3K+ 9.81% |
$509K - $523K
|
261K
$5.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.1K+ 205.87% |
$460K - $473K
|
31.3K
$704K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
14.2KNew |
$311K - $319K
|
14.2K
$320K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
13.1KNew |
$286K - $294K
|
13.1K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13K+ 20.37% |
$284K - $291K
|
76.7K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.7KNew |
$277K - $284K
|
12.7K
$285K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
12KNew |
$263K - $270K
|
12K
$271K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
10.5K+ 13.63% |
$229K - $236K
|
87.4K
$1.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
8.89K+ 5.24% |
$194K - $200K
|
179K
$4.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.96K+ 26.85% |
$130K - $134K
|
28.2K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.74K+ 46.36% |
$125K - $129K
|
18.1K
$408K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4.43KNew |
$96.8K - $99.5K
|
4.43K
$99.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
3.45K+ 9.31% |
$75.4K - $77.5K
|
40.5K
$912K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.31KNew |
$50.6K - $51.9K
|
2.31K
$52K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.22K+ 533.65% |
$48.5K - $49.9K
|
2.64K
$59.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.01K+ 4.23% |
$43.9K - $45.1K
|
49.4K
$1.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.91K+ 3.52% |
$41.7K - $42.9K
|
56.1K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.63K+ 1.64% |
$35.7K - $36.6K
|
101K
$2.27M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
718New |
$15.7K - $16.1K
|
718
$16.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
595+ 2.75% |
$13K - $13.4K
|
22.2K
$500K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
512+ 0.54% |
$11.2K - $11.5K
|
95.4K
$2.15M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
361New |
$7.89K - $8.11K
|
361
$8.12K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
317New |
$6.93K - $7.12K
|
317
$7.13K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
216New |
$4.72K - $4.85K
|
216
$4.86K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
208New |
$4.55K - $4.67K
|
208
$4.68K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
79+ 0.07% |
$1.73K - $1.77K
|
106K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$21.9 - $22.5
|
1
$22.5
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$21.9 - $22.5
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-92- 0.91% |
$2.01K - $2.07K
|
10K
$225K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-92- 3.77% |
$2.01K - $2.07K
|
2.35K
$52.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-301- 2.22% |
$6.58K - $6.76K
|
13.2K
$298K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-646- 1.81% |
$14.1K - $14.5K
|
35.1K
$790K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-754- 5.03% |
$16.5K - $16.9K
|
14.2K
$320K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.71K- 7.69% |
$81.1K - $83.4K
|
44.6K
$1M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.98K- 98.78% |
$87K - $89.4K
|
49
$1.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-5.29K- 10.51% |
$116K - $119K
|
45.1K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.7K- 1.5% |
$212K - $218K
|
638K
$14.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-10.9K- 64.41% |
$239K - $245K
|
6.04K
$136K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-12.8K- 53.64% |
$279K - $287K
|
11K
$248K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.7K- 32.78% |
$298K - $307K
|
28K
$630K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19.4K- 7.2% |
$423K - $435K
|
250K
$5.61M
|