Purchases and Sales Made in Q3 2025 in Wisdomtree Tr Interest Rate He (HYZD)
This table provides information about the institutional ownership of Wisdomtree Tr Interest Rate He (HYZD) during Q3 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR INTEREST RATE HE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
232KNew |
$5.16M - $5.25M
|
232K
$5.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
138K+ 848.39% |
$3.07M - $3.13M
|
154K
$3.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
135K+ 13.24% |
$3.01M - $3.06M
|
1.16M
$25.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
69.5K+ 486.16% |
$1.55M - $1.58M
|
83.8K
$1.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
49.2K+ 128.24% |
$1.09M - $1.11M
|
87.5K
$1.96M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
43.9K+ 63.95% |
$976K - $994K
|
112K
$2.52M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.2K+ 577.78% |
$672K - $684K
|
35.4K
$795K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.7KNew |
$617K - $628K
|
27.7K
$622K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.5K+ 36.19% |
$522K - $531K
|
88.3K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
23.4KNew |
$520K - $530K
|
23.4K
$525K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.3K+ 4.58% |
$341K - $347K
|
350K
$7.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.67K+ 3.83% |
$126K - $128K
|
154K
$3.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.49K+ 7.48% |
$77.7K - $79K
|
50.1K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.53K+ 3.45% |
$56.2K - $57.3K
|
75.8K
$1.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.41K+ 6.76% |
$53.6K - $54.6K
|
38.1K
$854K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.27KNew |
$28.2K - $28.7K
|
1.27K
$28.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.25K+ 2.26% |
$27.7K - $28.2K
|
56.3K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.12K+ 539.61% |
$24.9K - $25.3K
|
1.32K
$29.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
887New |
$19.7K - $20.1K
|
887
$19.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
336+ 1.57% |
$7.48K - $7.61K
|
21.7K
$487K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
321+ 0.49% |
$7.14K - $7.27K
|
65.4K
$1.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
207+ 35.2% |
$4.61K - $4.69K
|
795
$17.8K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
167New |
$3.72K - $3.78K
|
167
$3.75K
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
157+ 1.5% |
$3.49K - $3.56K
|
10.6K
$239K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
106+ 1.35% |
$2.36K - $2.4K
|
7.97K
$179K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
75New |
$1.67K - $1.7K
|
75
$1.68K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
45New |
$1K - $1.02K
|
45
$1.01K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-11- 0.03% |
$245 - $249
|
32.7K
$734K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-24- 0.11% |
$534 - $544
|
21.5K
$483K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-176- 1.95% |
$3.92K - $3.99K
|
8.84K
$198K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-220- 33.33% |
$4.9K - $4.98K
|
440
$9.87K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-411- 0.71% |
$9.14K - $9.31K
|
57.9K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.02K- 7.97% |
$22.7K - $23.1K
|
11.8K
$264K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.42K- 1.96% |
$31.6K - $32.2K
|
71.2K
$1.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.61K- 3.1% |
$35.7K - $36.4K
|
50.3K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.68K- 7.84% |
$37.4K - $38K
|
19.7K
$443K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.71K- 54.73% |
$38K - $38.7K
|
1.41K
$31.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.86K- 2.07% |
$41.4K - $42.1K
|
87.9K
$1.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-3.55K- 15.44% |
$79K - $80.4K
|
19.4K
$436K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.36K- 0.74% |
$119K - $121K
|
722K
$16.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.87K- 0.42% |
$131K - $133K
|
1.39M
$31.1M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-7.04K- 43.29% |
$157K - $159K
|
9.22K
$207K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-8.67K- 83.96% |
$193K - $196K
|
1.66K
$37.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.7K- 31.72% |
$616K - $627K
|
59.6K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-45K- 69.27% |
$1M - $1.02M
|
20K
$448K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-105K- 84.32% |
$2.34M - $2.38M
|
19.6K
$439K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-176K- 39.09% |
$3.92M - $3.99M
|
274K
$6.16M
|
|