Lpl Financial LLC Wisdomtree Tr Interest Rate He Transaction History

Lpl Financial LLC

$238 Billion
Q4 2024

A detailed history of Lpl Financial LLC transactions in Wisdomtree Tr Interest Rate He stock. As of the latest transaction made, Lpl Financial LLC holds 733,434 shares of HYZD stock, worth $16.3 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

733,434

Previous 593,425 23.59%

Holding current value

$16.3 Million

Previous $13.1 Million 24.15%

% of portfolio

0.01%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$22.04 - $22.59 $3.09 Million - $3.16 Million	140,009 Added 23.59%	733,434 $16.3 Million
Q3 2024 Nov 08, 2024	SELL	$21.43 - $22.18 $15,686 - $16,235	-732 Reduced 0.12%	593,425 $13.1 Million
Q2 2024 Aug 07, 2024	BUY	$21.78 - $22.12 $2.77 Million - $2.81 Million	127,100 Added 27.21%	594,157 $13 Million
Q1 2024 May 10, 2024	BUY	$21.48 - $22.17 $1.07 Million - $1.11 Million	49,887 Added 11.96%	467,057 $10.3 Million
Q4 2023 Feb 14, 2024	BUY	$20.75 - $21.84 $3.51 Million - $3.69 Million	168,955 Added 68.07%	417,170 $9.02 Million
Q3 2023 Nov 13, 2023	BUY	$20.96 - $21.39 $239,908 - $244,829	11,446 Added 4.83%	248,215 $5.24 Million
Q2 2023 Jul 31, 2023	BUY	$20.23 - $21.02 $472,835 - $491,300	23,373 Added 10.95%	236,769 $4.98 Million
Q1 2023 May 10, 2023	SELL	$20.14 - $21.3 $234,751 - $248,272	-11,656 Reduced 5.18%	213,396 $4.43 Million
Q4 2022 Feb 07, 2023	BUY	$20.17 - $21.18 $123,359 - $129,536	6,116 Added 2.79%	225,052 $4.65 Million
Q3 2022 Nov 14, 2022	SELL	$19.86 - $21.37 $4.78 Million - $5.14 Million	-240,724 Reduced 52.37%	218,936 $4.41 Million
Q2 2022 Aug 12, 2022	SELL	$19.9 - $22.07 $1.24 Million - $1.37 Million	-62,104 Reduced 11.9%	459,660 $9.15 Million
Q1 2022 May 16, 2022	SELL	$21.08 - $22.3 $1.55 Million - $1.64 Million	-73,724 Reduced 12.38%	521,764 $11.4 Million
Q4 2021 Feb 14, 2022	BUY	$21.78 - $22.33 $3.18 Million - $3.26 Million	146,191 Added 32.54%	595,488 $13.3 Million
Q3 2021 Nov 15, 2021	BUY	$22.03 - $22.36 $7.91 Million - $8.03 Million	358,962 Added 397.37%	449,297 $9.99 Million
Q2 2021 Aug 13, 2021	BUY	$22.0 - $22.27 $71,368 - $72,243	3,244 Added 3.72%	90,335 $2.01 Million
Q1 2021 May 14, 2021	BUY	$21.7 - $22.28 $829,851 - $852,031	38,242 Added 78.29%	87,091 $1.93 Million
Q4 2020 Feb 12, 2021	BUY	$20.76 - $21.83 $470,380 - $494,624	22,658 Added 86.51%	48,849 $1.07 Million
Q3 2020 Nov 09, 2020	SELL	$20.23 - $21.19 $35,908 - $37,612	-1,775 Reduced 6.35%	26,191 $544,000
Q2 2020 Aug 13, 2020	SELL	$18.37 - $20.96 $176,315 - $201,174	-9,598 Reduced 25.55%	27,966 $563,000
Q1 2020 May 14, 2020	SELL	$17.2 - $23.39 $358,344 - $487,307	-20,834 Reduced 35.68%	37,564 $701,000
Q4 2019 Feb 14, 2020	SELL	$22.66 - $23.29 $5,302 - $5,449	-234 Reduced 0.4%	58,398 $1.35 Million
Q3 2019 Nov 13, 2019	BUY	$23.01 - $23.32 $133,734 - $135,535	5,812 Added 11.0%	58,632 $1.35 Million
Q2 2019 Aug 09, 2019	SELL	N/A	-2,965 Reduced 5.32%	52,820 $1.23 Million
Q1 2019 May 08, 2019	SELL	N/A	-14,059 Reduced 20.13%	55,785 $1.3 Million
Q4 2018 Feb 07, 2019	BUY	N/A	8,156 Added 13.22%	69,844 $1.57 Million
Q3 2018 Nov 14, 2018	BUY	N/A	14,752 Added 31.43%	61,688 $1.49 Million
Q2 2018 Aug 14, 2018	BUY	N/A	36 Added 0.08%	46,936 $1.12 Million
Q1 2018 May 15, 2018	BUY	N/A	6,713 Added 16.7%	46,900 $1.12 Million
Q4 2017 Feb 14, 2018	BUY	N/A	9,761 Added 32.08%	40,187 $971,000
Q3 2017 Nov 14, 2017	BUY	N/A	2,356 Added 8.39%	30,426 $734,000
Q2 2017 Aug 14, 2017	BUY	N/A	28,070	28,070 $675,000

Others Institutions Holding HYZD

# of Institutions

Shares Held

6.05M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR INTEREST RATE HE

Ticker HYZD
Sector ETFs
Industry ETFs

More about HYZD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Account

Lpl Financial LLC Wisdomtree Tr Interest Rate He Transaction History