Purchases and Sales Made in Q4 2024 in Wisdom Tree Interest Rate Hedg (AGZD)
This table provides information about the institutional ownership of Wisdom Tree Interest Rate Hedg (AGZD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
43.8K+ 5.12% |
$975K - $992K
|
900K
$20.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
40.8KNew |
$908K - $924K
|
40.8K
$922K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
7.2K+ 3.67% |
$160K - $163K
|
203K
$4.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.5K+ 13.44% |
$33.3K - $33.9K
|
12.6K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
166New |
$3.7K - $3.76K
|
166
$3.75K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
97New |
$2.16K - $2.2K
|
97
$2.19K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.47K- 1.29% |
$32.6K - $33.2K
|
112K
$2.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-83K- 75.13% |
$1.85M - $1.88M
|
27.5K
$621K
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
SELL
|
- |
-418K- 91.01% |
$9.31M - $9.47M
|
41.3K
$933K
|