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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.83K- 17.3% |
$125K - $129K
|
27.8K
$625K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
51New |
$1.1K - $1.13K
|
51
$1.14K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3K- 14.29% |
$64.4K - $66.5K
|
18K
$404K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
300New |
$6.44K - $6.65K
|
300
$6.74K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
123New |
$2.64K - $2.73K
|
123
$2.76K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
4.35K+ 696.0% |
$93.4K - $96.4K
|
4.98K
$112K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
11.1KNew |
$239K - $246K
|
11.1K
$249K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.74KNew |
$209K - $216K
|
9.74K
$219K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.9K- 44.26% |
$299K - $309K
|
17.6K
$394K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-409- 5.2% |
$8.49K - $8.93K
|
7.45K
$167K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-176- 4.26% |
$3.65K - $3.84K
|
3.96K
$88.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
183New |
$3.8K - $4K
|
183
$4.11K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.7KNew |
$222K - $234K
|
10.7K
$241K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-20.9K- 61.49% |
$439K - $448K
|
13.1K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-93- 6.79% |
$1.95K - $1.99K
|
1.28K
$28.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-150- 42.86% |
$3.14K - $3.21K
|
200
$4.49K
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-680- 6.38% |
$14.3K - $14.5K
|
9.99K
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-629- 1.36% |
$13.2K - $13.5K
|
45.8K
$1.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-6.94K- 11.77% |
$146K - $149K
|
52K
$1.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.45KNew |
$51.2K - $52.3K
|
2.45K
$54.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-4.8K- 27.75% |
$101K - $103K
|
12.5K
$281K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-9- 0.97% |
$189 - $193
|
917
$20.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$21 - $21.4
|
1
$22.5
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.58KNew |
$32K - $33.2K
|
1.58K
$35.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.35KNew |
$27.4K - $28.5K
|
1.35K
$30.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
967+ 9.64% |
$19.6K - $20.3K
|
11K
$247K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.08K+ 4682.61% |
$21.7K - $22.9K
|
1.1K
$24.7K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8.27KNew |
$167K - $176K
|
8.27K
$186K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.41KClosed |
$190K - $199K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.94K- 7.64% |
$140K - $147K
|
83.9K
$1.88M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
62.5KNew |
$1.26M - $1.32M
|
62.5K
$1.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
888New |
$17.9K - $18.8K
|
888
$19.9K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.5KNew |
$273K - $287K
|
13.5K
$304K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100+ 50.0% |
$2.02K - $2.12K
|
300
$6.74K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
42New |
$847 - $890
|
42
$943
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
185+ 0.14% |
$3.73K - $3.92K
|
130K
$2.92M
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.98K+ 3.52% |
$40K - $42K
|
58.4K
$1.31M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
38.6KNew |
$779K - $818K
|
38.6K
$868K
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.03K- 56.96% |
$160K - $172K
|
6.07K
$136K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-35.6K- 77.02% |
$708K - $761K
|
10.6K
$239K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 6.85% |
$199 - $214
|
156
$3.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
769+ 2.8% |
$15.3K - $16.4K
|
28.3K
$634K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-888- 24.34% |
$17.6K - $19K
|
2.76K
$62K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.83KClosed |
$176K - $195K
|
0
$0
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-12.3KClosed |
$245K - $272K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-38.7KClosed |
$770K - $854K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-73.9KClosed |
$1.47M - $1.63M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-95Closed |
$1.89K - $2.1K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-75.7KClosed |
$1.51M - $1.67M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
SELL
|
PUT |
-30.6KClosed |
$608K - $675K
|
0
$0
|
|