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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.14K- 32.09% |
$25.1K - $25.8K
|
2.41K
$54.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
77.8K+ 5.96% |
$1.71M - $1.76M
|
1.38M
$31.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-97- 0.02% |
$2.14K - $2.19K
|
571K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.5K+ 9.19% |
$254K - $260K
|
137K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
55.3KNew |
$1.22M - $1.25M
|
55.3K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-58.7K- 85.78% |
$1.29M - $1.33M
|
9.74K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7+ 0.06% |
$154 - $158
|
12.3K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.6K+ 13.21% |
$541K - $555K
|
211K
$4.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
282KNew |
$6.22M - $6.38M
|
282K
$6.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.41K- 9.15% |
$53K - $54.3K
|
23.9K
$538K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
57K+ 389.12% |
$1.26M - $1.29M
|
71.6K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-456- 1.5% |
$10.1K - $10.3K
|
30K
$676K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
50KNew |
$1.1M - $1.13M
|
50K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.62KClosed |
$35.7K - $36.6K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-73.3K- 12.88% |
$1.62M - $1.66M
|
496K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.5K+ 27.4% |
$475K - $486K
|
100K
$2.26M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
16+ 1.74% |
$353 - $361
|
933
$21K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
140K+ 23.59% |
$3.09M - $3.16M
|
733K
$16.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.25K+ 15.58% |
$138K - $141K
|
46.4K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13K+ 18.38% |
$287K - $294K
|
83.8K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.43K+ 4.68% |
$31.5K - $32.3K
|
32K
$721K
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
282KNew |
$6.22M - $6.38M
|
282K
$6.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.6KNew |
$1.47M - $1.51M
|
66.6K
$1.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-8.77K- 92.72% |
$193K - $198K
|
689
$15.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
487New |
$10.7K - $11K
|
487
$11K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.24K- 9.65% |
$71.3K - $73.1K
|
30.3K
$683K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
6.01KNew |
$133K - $136K
|
6.01K
$135K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-265- 2.78% |
$5.84K - $5.99K
|
9.26K
$209K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-7- 0.02% |
$154 - $158
|
34.7K
$782K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 1.52% |
$66.1 - $67.8
|
200
$4.51K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.3K- 37.29% |
$272K - $279K
|
20.8K
$468K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
347New |
$7.65K - $7.84K
|
347
$7.82K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
14.8KNew |
$326K - $334K
|
14.8K
$333K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
114KNew |
$2.51M - $2.58M
|
114K
$2.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-7.13K- 10.54% |
$157K - $161K
|
60.6K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.91K+ 13.04% |
$42.1K - $43.1K
|
16.5K
$373K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
21.4KNew |
$471K - $483K
|
21.4K
$482K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-5.29K- 8.22% |
$117K - $120K
|
59.1K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-104- 0.39% |
$2.29K - $2.35K
|
26.2K
$591K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
339+ 4.01% |
$7.47K - $7.66K
|
8.8K
$198K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.83K+ 4.47% |
$40.3K - $41.3K
|
42.7K
$962K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.22K+ 7.39% |
$48.9K - $50.1K
|
32.2K
$726K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
161+ 1.61% |
$3.55K - $3.64K
|
10.2K
$229K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
91+ 0.16% |
$2.01K - $2.06K
|
58.1K
$1.31M
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-130K- 17.23% |
$2.78M - $2.88M
|
624K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.14K- 5.29% |
$24.3K - $25.2K
|
20.3K
$458K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.42KNew |
$202K - $209K
|
9.42K
$212K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.5K- 30.89% |
$247K - $256K
|
25.8K
$582K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
339New |
$7.26K - $7.52K
|
339
$7.64K
|
|