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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$1.99K - $2.21K
|
100
$2.24K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-35.7K- 37.37% |
$710K - $787K
|
59.8K
$1.34M
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 1.48% |
$39.8 - $44.1
|
137
$3.07K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-774Closed |
$15.4K - $17.1K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.13K- 87.64% |
$65.9K - $69.8K
|
441
$9.87K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-251Closed |
$5.29K - $5.6K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-43.9KClosed |
$925K - $979K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-272Closed |
$5.73K - $6.07K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.4KNew |
$29.5K - $31.2K
|
1.4K
$31.3K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.29KClosed |
$27.1K - $28.7K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-27.5KClosed |
$579K - $612K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-5Closed |
$105 - $112
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-69Closed |
$1.5K - $1.54K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-207Closed |
$4.51K - $4.62K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-36.7KClosed |
$799K - $819K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
1.32K+ 4.57% |
$28.6K - $29.4K
|
30.1K
$673K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-200Closed |
$4.36K - $4.47K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-119KClosed |
$2.6M - $2.67M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
110KNew |
$2.42M - $2.46M
|
110K
$2.46M
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-2.33KClosed |
$51.3K - $51.9K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-305KClosed |
$6.7M - $6.79M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.24KClosed |
$93.3K - $94.4K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
29+ 11.03% |
$638 - $646
|
292
$6.53K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
10KNew |
$217K - $223K
|
10K
$224K
|
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11.2KClosed |
$242K - $249K
|
0
$0
|
|
|
Apr 01, 2021
Q1 2021
|
M&R Capital Management Inc
|
BUY
|
- |
1K+ 100.0% |
$21.7K - $22.3K
|
2K
$44.8K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Ubp Investment Advisors Sa
|
BUY
|
- |
16.4KNew |
$339K - $357K
|
16.4K
$366K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-66Closed |
$1.37K - $1.44K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-16Closed |
$332 - $349
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-272Closed |
$5.65K - $5.94K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.71KClosed |
$202K - $212K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Central Bank & Trust CO
|
SELL
|
- |
-400Closed |
$8.3K - $8.73K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1KClosed |
$20.2K - $21.2K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.81KClosed |
$56.8K - $59.5K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.09KClosed |
$22K - $23.1K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
263New |
$5.32K - $5.57K
|
263
$5.89K
|
|
|
Oct 13, 2020
Q3 2020
|
Rda Financial Network
|
SELL
|
- |
-20.1KClosed |
$407K - $426K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 0.02% |
$18.4 - $21
|
6.29K
$141K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-233Closed |
$4.28K - $4.88K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Pictet North America Advisors Sa
|
SELL
|
- |
-168KClosed |
$3.09M - $3.53M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-168KClosed |
$3.09M - $3.53M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.3KClosed |
$189K - $216K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 19, 2020
Q1 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-50Closed |
$860 - $1.17K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-57.2KClosed |
$984K - $1.34M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-11.5KClosed |
$199K - $270K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-580Closed |
$9.98K - $13.6K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Barber Financial Group, Inc.
|
SELL
|
- |
-287KClosed |
$4.94M - $6.72M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-46.7KClosed |
$804K - $1.09M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-24.3KClosed |
$417K - $567K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1KClosed |
$17.2K - $23.4K
|
0
$0
|
|