Latest Institutional Purchases of Wisdom Tree Interest Rate Hedg (AGZD)
This list provides information on the latest institutional transactions involving Wisdom Tree Interest Rate Hedg (AGZD) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
12+ 0.35% |
$266 - $533
|
3.46K
$78K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.3K+ 1.54% |
$143K - $146K
|
218K
$4.91M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
465New |
$20.2K - $20.6K
|
465
$10.5K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
8.05K+ 2.78% |
$348K - $355K
|
298K
$6.71M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.62KNew |
$286K - $292K
|
6.62K
$149K
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.58K+ 7.25% |
$68.2K - $69.5K
|
23.3K
$526K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.49K+ 4.38% |
$64.5K - $65.7K
|
35.5K
$800K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
400New |
$17.3K - $17.6K
|
400
$9.02K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.56K+ 36.53% |
$57.9K - $118K
|
9.56K
$216K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.28K+ 11.28% |
$51.7K - $105K
|
22.5K
$508K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
859New |
$19.4K - $39.6K
|
859
$19.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
46+ 0.1% |
$1.04K - $2.12K
|
47K
$1.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 6.9% |
$90.5 - $185
|
62
$1.4K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Sam Advisors, LLC
|
BUY
|
- |
76.9KNew |
$1.75M - $1.78M
|
76.9K
$1.74M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
16.8KNew |
$383K - $389K
|
16.8K
$380K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
174+ 1.37% |
$3.96K - $4.02K
|
12.9K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
57New |
$1.3K - $1.32K
|
57
$1.29K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
17+ 0.2% |
$386 - $392
|
8.68K
$196K
|
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
15+ 0.69% |
$341 - $346
|
2.2K
$49.7K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
10.4KNew |
$239K - $243K
|
10.4K
$235K
|
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
650New |
$15K - $15.2K
|
650
$14.7K
|
|