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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-130K- 17.23% |
$2.78M - $2.88M
|
624K
$14M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.09K- 9.21% |
$66.2K - $68.5K
|
30.4K
$684K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
21K+ 1.64% |
$451K - $466K
|
1.31M
$29.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.87K- 18.1% |
$40.1K - $41.5K
|
8.46K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.6K+ 5.57% |
$141K - $146K
|
125K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-19.3K- 19.73% |
$414K - $428K
|
78.6K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-359K- 65.86% |
$7.69M - $7.96M
|
186K
$4.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.14K- 5.29% |
$24.3K - $25.2K
|
20.3K
$456K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
62.7K+ 12.32% |
$1.34M - $1.39M
|
572K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-100- 2.74% |
$2.14K - $2.22K
|
3.55K
$79.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
68.4KNew |
$1.47M - $1.52M
|
68.4K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-8.74K- 11.43% |
$187K - $194K
|
67.7K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-709K- 94.64% |
$15.2M - $15.7M
|
40.1K
$901K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-200- 10.98% |
$4.29K - $4.44K
|
1.62K
$36.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.2K+ 36.65% |
$176K - $182K
|
30.6K
$686K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.45K- 19.71% |
$138K - $143K
|
26.3K
$590K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.42KNew |
$202K - $209K
|
9.42K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
5.64K+ 19.43% |
$121K - $125K
|
34.7K
$779K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.69K- 10.29% |
$100K - $104K
|
40.9K
$917K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-732- 0.12% |
$15.7K - $16.2K
|
593K
$13.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14.6KNew |
$314K - $325K
|
14.6K
$329K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-76K- 11.78% |
$1.63M - $1.69M
|
569K
$12.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-495- 4.94% |
$10.6K - $11K
|
9.53K
$214K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
26+ 0.08% |
$557 - $577
|
33.5K
$753K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.5K- 30.89% |
$247K - $256K
|
25.8K
$580K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.06K+ 7.77% |
$22.6K - $23.4K
|
14.6K
$329K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7+ 0.06% |
$150 - $155
|
12.3K
$276K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
339New |
$7.26K - $7.52K
|
339
$7.61K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.8K+ 340.74% |
$961K - $994K
|
58K
$1.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-11.5K- 15.11% |
$245K - $254K
|
64.4K
$1.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.98K- 5.64% |
$42.5K - $43.9K
|
33.1K
$743K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.59K+ 4.0% |
$34.1K - $35.3K
|
41.4K
$929K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.5K+ 23.61% |
$290K - $300K
|
70.8K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.68K+ 6.99% |
$36.1K - $37.3K
|
25.8K
$579K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 1.55% |
$64.3 - $66.5
|
197
$4.42K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-19.3K- 39.14% |
$414K - $428K
|
30K
$674K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
157+ 1.59% |
$3.36K - $3.48K
|
10K
$225K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
26.3KNew |
$564K - $584K
|
26.3K
$591K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-165- 20.97% |
$3.59K - $3.65K
|
622
$14K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.1K- 37.09% |
$546K - $554K
|
42.5K
$954K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
207New |
$4.51K - $4.58K
|
207
$4.65K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
65.7KNew |
$1.43M - $1.45M
|
65.7K
$1.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-6K- 30.97% |
$131K - $133K
|
13.4K
$300K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.49K+ 38.65% |
$97.8K - $99.3K
|
16.1K
$362K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
14New |
$305 - $310
|
14
$314
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.22K+ 34.05% |
$69.2K - $71.4K
|
12.7K
$285K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-4.85K- 14.95% |
$104K - $108K
|
27.6K
$619K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-43.7K- 78.94% |
$939K - $969K
|
11.7K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.57K- 14.31% |
$33.7K - $34.8K
|
9.41K
$211K
|
|