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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
127K+ 27.21% |
$2.77M - $2.81M
|
594K
$13.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
65.7KNew |
$1.43M - $1.45M
|
65.7K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
61.9K+ 9.01% |
$1.35M - $1.37M
|
749K
$16.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.2K+ 12.51% |
$287K - $292K
|
119K
$2.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.2KNew |
$287K - $291K
|
13.2K
$290K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.6K+ 37.69% |
$144K - $146K
|
24.1K
$531K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.48K+ 12.75% |
$141K - $143K
|
57.3K
$1.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.49K+ 38.65% |
$97.8K - $99.3K
|
16.1K
$355K
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
3.46K+ 13.53% |
$75.4K - $76.6K
|
29.1K
$641K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.44K+ 12.86% |
$53.2K - $54.1K
|
21.5K
$473K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.82K+ 182000.0% |
$39.6K - $40.3K
|
1.82K
$40.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.81K+ 15.38% |
$39.4K - $40K
|
13.6K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.24K+ 1.28% |
$27K - $27.4K
|
97.9K
$2.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
489+ 1.24% |
$10.7K - $10.8K
|
39.8K
$878K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
317+ 2.65% |
$6.9K - $7.01K
|
12.3K
$271K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
275+ 0.83% |
$5.99K - $6.08K
|
33.5K
$739K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
207New |
$4.51K - $4.58K
|
207
$4.56K
|
|
|
Jul 12, 2024
Q2 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
147+ 1.52% |
$3.2K - $3.25K
|
9.85K
$217K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
96+ 0.26% |
$2.09K - $2.12K
|
37.4K
$824K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
14New |
$305 - $310
|
14
$309
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 1.57% |
$65.3 - $66.4
|
194
$4.28K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
11.1KNew |
$239K - $246K
|
11.1K
$245K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.74KNew |
$209K - $216K
|
9.74K
$215K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
4.35K+ 696.0% |
$93.4K - $96.4K
|
4.98K
$110K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
300New |
$6.44K - $6.65K
|
300
$6.62K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
123New |
$2.64K - $2.73K
|
123
$2.71K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
51New |
$1.1K - $1.13K
|
51
$1.12K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.7KNew |
$222K - $234K
|
10.7K
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
183New |
$3.8K - $4K
|
183
$4.04K
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.45KNew |
$51.2K - $52.3K
|
2.45K
$53.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$21 - $21.4
|
1
$22.1
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.75K+ 40.91% |
$116K - $121K
|
19.8K
$437K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.58KNew |
$32K - $33.2K
|
1.58K
$34.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.35KNew |
$27.4K - $28.5K
|
1.35K
$29.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
967+ 9.64% |
$19.6K - $20.3K
|
11K
$242K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8.27KNew |
$167K - $176K
|
8.27K
$182K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.08K+ 4682.61% |
$21.7K - $22.9K
|
1.1K
$24.3K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
62.5KNew |
$1.26M - $1.32M
|
62.5K
$1.38M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
38.6KNew |
$779K - $818K
|
38.6K
$852K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.5KNew |
$273K - $287K
|
13.5K
$299K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.98K+ 3.52% |
$40K - $42K
|
58.4K
$1.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
888New |
$17.9K - $18.8K
|
888
$19.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
185+ 0.14% |
$3.73K - $3.92K
|
130K
$2.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100+ 50.0% |
$2.02K - $2.12K
|
300
$6.62K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
42New |
$847 - $890
|
42
$926
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
769+ 2.8% |
$15.3K - $16.4K
|
28.3K
$623K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 6.85% |
$199 - $214
|
156
$3.44K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$1.99K - $2.21K
|
100
$2.21K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 1.48% |
$39.8 - $44.1
|
137
$3.02K
|
|