Purchases and Sales Made in Q4 2024 in Wisdom Tree Interest Rate Hedg (AGZD)
This table provides information about the institutional ownership of Wisdom Tree Interest Rate Hedg (AGZD) during Q4 2024. The information is specifically focused on institutions that hold shares of WISDOM TREE INTEREST RATE HEDG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
243K+ 1224.46% |
$5.41M - $5.5M
|
262K
$5.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
181KNew |
$4.04M - $4.11M
|
181K
$4.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
125KNew |
$2.78M - $2.83M
|
125K
$2.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
94.5K+ 121.24% |
$2.11M - $2.14M
|
172K
$3.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
43.8K+ 5.12% |
$975K - $992K
|
900K
$20.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
40.8KNew |
$908K - $924K
|
40.8K
$910K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19.7KNew |
$439K - $447K
|
19.7K
$440K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
19.6KNew |
$436K - $444K
|
19.6K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.6KNew |
$303K - $308K
|
13.6K
$303K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.6KNew |
$280K - $284K
|
12.6K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.5K+ 32.86% |
$256K - $261K
|
46.5K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
9.59KNew |
$214K - $217K
|
9.59K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.41KNew |
$210K - $213K
|
9.41K
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
7.2K+ 3.67% |
$160K - $163K
|
203K
$4.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.74K+ 13.77% |
$83.3K - $84.7K
|
30.9K
$689K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.95K+ 0.86% |
$43.4K - $44.2K
|
229K
$5.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.72K+ 2.74% |
$38.3K - $39K
|
64.4K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.5K+ 13.44% |
$33.3K - $33.9K
|
12.6K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
805New |
$17.9K - $18.2K
|
805
$18K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
331New |
$7.37K - $7.5K
|
331
$7.39K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
278+ 1.32% |
$6.19K - $6.3K
|
21.4K
$477K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
166New |
$3.7K - $3.76K
|
166
$3.71K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
116New |
$2.58K - $2.63K
|
116
$2.59K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
105New |
$2.34K - $2.38K
|
105
$2.34K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
97New |
$2.16K - $2.2K
|
97
$2.17K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
63+ 7.28% |
$1.4K - $1.43K
|
928
$20.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 1.3% |
$66.8 - $68
|
234
$5.22K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 0.93% |
$44.6 - $45.3
|
216
$4.82K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-46- 0.31% |
$1.02K - $1.04K
|
14.7K
$329K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-300- 0.57% |
$6.68K - $6.8K
|
52.6K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-737- 1.7% |
$16.4K - $16.7K
|
42.6K
$950K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.47K- 1.29% |
$32.6K - $33.2K
|
112K
$2.49M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.89K- 6.1% |
$42.2K - $42.9K
|
29.2K
$651K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.88K- 5.47% |
$86.3K - $87.8K
|
67K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.89K- 6.88% |
$109K - $111K
|
66.2K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.93K- 17.64% |
$110K - $112K
|
23K
$513K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.13K- 8.82% |
$159K - $162K
|
73.7K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.6K- 2.38% |
$326K - $331K
|
599K
$13.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-34.1K- 99.88% |
$759K - $772K
|
42
$937
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-34.2K- 41.29% |
$762K - $775K
|
48.6K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-55.3K- 8.72% |
$1.23M - $1.25M
|
579K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-65.6K- 42.95% |
$1.46M - $1.49M
|
87.1K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-66.1K- 25.94% |
$1.47M - $1.5M
|
189K
$4.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-83K- 75.13% |
$1.85M - $1.88M
|
27.5K
$613K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-213K- 99.05% |
$4.74M - $4.82M
|
2.03K
$45.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
SELL
|
- |
-418K- 91.01% |
$9.31M - $9.47M
|
41.3K
$921K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-828K- 80.52% |
$18.4M - $18.8M
|
200K
$4.47M
|