Latest Institutional Purchases of Wisdomtree Tr Interest Rate He (HYZD)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Interest Rate He (HYZD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
282KNew |
$6.22M - $6.38M
|
282K
$6.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
114KNew |
$2.51M - $2.58M
|
114K
$2.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.6KNew |
$1.47M - $1.51M
|
66.6K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
21.4KNew |
$471K - $483K
|
21.4K
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
14.8KNew |
$326K - $334K
|
14.8K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13K+ 18.38% |
$287K - $294K
|
83.8K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.25K+ 15.58% |
$138K - $141K
|
46.4K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
6.01KNew |
$133K - $136K
|
6.01K
$135K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.22K+ 7.39% |
$48.9K - $50.1K
|
32.2K
$724K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.91K+ 13.04% |
$42.1K - $43.1K
|
16.5K
$371K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.83K+ 4.47% |
$40.3K - $41.3K
|
42.7K
$958K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.43K+ 4.68% |
$31.5K - $32.3K
|
32K
$718K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
487New |
$10.7K - $11K
|
487
$10.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
347New |
$7.65K - $7.84K
|
347
$7.79K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
339+ 4.01% |
$7.47K - $7.66K
|
8.8K
$198K
|
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
161+ 1.61% |
$3.55K - $3.64K
|
10.2K
$228K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
91+ 0.16% |
$2.01K - $2.06K
|
58.1K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 1.52% |
$66.1 - $67.8
|
200
$4.49K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
68.4KNew |
$1.47M - $1.52M
|
68.4K
$1.54M
|
|
|
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
|
Ubs Group Ag
|
BUY
|
- |
21K+ 1.64% |
$451K - $466K
|
1.31M
$29.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14.6KNew |
$314K - $325K
|
14.6K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.42KNew |
$202K - $209K
|
9.42K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.6K+ 5.57% |
$141K - $146K
|
125K
$2.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.68K+ 6.99% |
$36.1K - $37.3K
|
25.8K
$579K
|
|
|
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 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
339New |
$7.26K - $7.52K
|
339
$7.61K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7+ 0.06% |
$150 - $155
|
12.3K
$276K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
65.7KNew |
$1.43M - $1.45M
|
65.7K
$1.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.49K+ 38.65% |
$97.8K - $99.3K
|
16.1K
$362K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
207New |
$4.51K - $4.58K
|
207
$4.65K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
14New |
$305 - $310
|
14
$314
|
|
| Q1 2024 | |||||||
|
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 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
4.35K+ 696.0% |
$93.4K - $96.4K
|
4.98K
$112K
|
|
|
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
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
51New |
$1.1K - $1.13K
|
51
$1.14K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.7KNew |
$222K - $234K
|
10.7K
$241K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
183New |
$3.8K - $4K
|
183
$4.11K
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.45KNew |
$51.2K - $52.3K
|
2.45K
$54.9K
|
|
|
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 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8.27KNew |
$167K - $176K
|
8.27K
$186K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.08K+ 4682.61% |
$21.7K - $22.9K
|
1.1K
$24.7K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
62.5KNew |
$1.26M - $1.32M
|
62.5K
$1.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
38.6KNew |
$779K - $818K
|
38.6K
$868K
|
|