Latest Institutional Transactions on Wisdomtree Tr Interest Rate He (HYZD)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Interest Rate He (HYZD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
26.1KNew |
$550K - $586K
|
26.1K
$588K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.34KNew |
$49.3K - $52.5K
|
2.34K
$52.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-39.5K- 36.55% |
$832K - $886K
|
68.6K
$1.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.25K- 4.16% |
$47.4K - $50.5K
|
51.9K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-765- 3.43% |
$16.1K - $17.2K
|
21.5K
$484K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.53K+ 4.04% |
$53.2K - $56.7K
|
65.1K
$1.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
162+ 1.57% |
$3.41K - $3.63K
|
10.5K
$236K
|
|
| Q1 2025 | |||||||
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
23.3KNew |
$511K - $528K
|
23.3K
$525K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
45.6KNew |
$998K - $1.03M
|
45.6K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
23.4KNew |
$512K - $530K
|
23.4K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.73K+ 2.73% |
$81.6K - $84.5K
|
140K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.66K+ 5.11% |
$80.1K - $82.8K
|
75.3K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
785+ 32.53% |
$17.2K - $17.8K
|
3.2K
$71.9K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
169K+ 29.55% |
$3.7M - $3.82M
|
740K
$16.6M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.49K- 93.99% |
$32.5K - $33.7K
|
95
$2.14K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.5K- 63.66% |
$646K - $669K
|
16.9K
$379K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
42.1K+ 20.0% |
$922K - $953K
|
253K
$5.68M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.89K+ 3.12% |
$41.4K - $42.8K
|
62.4K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
106K+ 1087.81% |
$2.32M - $2.4M
|
116K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14+ 2.03% |
$306 - $317
|
703
$15.8K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7.13K+ 1145.5% |
$156K - $161K
|
7.75K
$174K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.6K+ 52.17% |
$342K - $354K
|
45.6K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.3K- 38.55% |
$466K - $483K
|
34K
$764K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
116New |
$2.54K - $2.63K
|
116
$2.61K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
464+ 1.53% |
$10.2K - $10.5K
|
30.8K
$692K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$21.9 - $22.7
|
1
$22.5
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52.9K+ 52.88% |
$1.16M - $1.2M
|
153K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.86K- 8.79% |
$128K - $133K
|
60.8K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.1K+ 79.04% |
$351K - $364K
|
36.4K
$818K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6.47K+ 0.47% |
$142K - $146K
|
1.39M
$31.2M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.99K+ 9.27% |
$65.4K - $67.7K
|
35.2K
$792K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.3KNew |
$489K - $506K
|
22.3K
$502K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$252K - $261K
|
11.5K
$259K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.8K+ 12.92% |
$237K - $245K
|
94.6K
$2.13M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1.75K+ 5.06% |
$38.4K - $39.7K
|
36.4K
$819K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
284K+ 38.68% |
$6.21M - $6.43M
|
1.02M
$22.9M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-550- 6.25% |
$12K - $12.5K
|
8.25K
$185K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
433+ 1.81% |
$9.48K - $9.81K
|
24.3K
$546K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-731- 1.46% |
$16K - $16.6K
|
49.2K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
416+ 2.0% |
$9.11K - $9.42K
|
21.2K
$476K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
28+ 5.75% |
$613 - $634
|
515
$11.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.87K+ 29.42% |
$107K - $110K
|
21.4K
$481K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.05K- 0.62% |
$66.9K - $69.2K
|
493K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-784- 6.37% |
$17.2K - $17.8K
|
11.5K
$259K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-5K- 27.78% |
$109K - $113K
|
13K
$292K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.74K- 21.37% |
$104K - $107K
|
17.5K
$392K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-79.3K- 68.78% |
$1.75M - $1.79M
|
36K
$809K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-33.1K- 5.31% |
$730K - $748K
|
591K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
282KNew |
$6.22M - $6.38M
|
282K
$6.35M
|
|