Purchases and Sales Made in Q1 2022 in Wisdom Tree Interest Rate Hedg (AGZD)

AGZD Quotes by TradingView

This table provides information about the institutional ownership of Wisdom Tree Interest Rate Hedg (AGZD) during Q1 2022. 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
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

BUY
 -
534K
New
$12.3M - $12.5M
534K $12M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
487K
+ 283.45%
$11.2M - $11.4M
659K $14.9M
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
215K
+ 54.71%
$4.95M - $5.03M
608K $13.7M
May 12, 2022 Q1 2022
D.A. Davidson & Co.

BUY
 -
182K
New
$4.18M - $4.26M
182K $4.1M
May 09, 2022 Q1 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
180K
New
$4.14M - $4.21M
180K $4.06M
Apr 08, 2022 Q1 2022
Trilogy Capital Inc.

BUY
 -
133K
+ 51.26%
$3.05M - $3.1M
391K $8.83M
May 10, 2022 Q1 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
119K
New
$2.75M - $2.8M
119K $2.7M
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
59.8K
+ 33.74%
$1.38M - $1.4M
237K $5.35M
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
53.1K
New
$1.22M - $1.24M
53.1K $1.2M
May 04, 2022 Q1 2022
Black Diamond Wealth Management Inc.

BUY
 -
44.2K
New
$1.02M - $1.03M
44.2K $996K
May 18, 2022 Q1 2022
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
23.3K
New
$536K - $545K
23.3K $526K
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
23K
+ 316.18%
$530K - $539K
30.3K $684K
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
19.7K
New
$454K - $462K
19.7K $445K
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
17.4K
+ 126.09%
$399K - $406K
31.1K $702K
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
12.7K
+ 52.38%
$292K - $297K
37K $834K
May 03, 2022 Q1 2022
Jackson Creek Investment Advisors LLC

BUY
 -
12.5K
New
$287K - $292K
12.5K $282K
May 12, 2022 Q1 2022
Verity Asset Management, Inc.

Durham, NC
BUY
 -
10.4K
New
$239K - $243K
10.4K $235K
Apr 07, 2022 Q1 2022
Mc Adam, LLC

BUY
 -
5.94K
+ 11.57%
$137K - $139K
57.3K $1.29M
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
2.94K
+ 16.5%
$67.7K - $68.9K
20.8K $469K
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
926
New
$21.3K - $21.7K
926 $20.9K
Apr 21, 2022 Q1 2022
Western Pacific Wealth Management, LP

BUY
 -
650
New
$15K - $15.2K
650 $14.7K
May 23, 2022 Q1 2022
Advisory Services Network, LLC

BUY
 -
576
+ 1.82%
$13.2K - $13.5K
32.1K $725K
May 25, 2022 Q1 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
515
+ 17.38%
$11.8K - $12.1K
3.48K $78.5K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
272
+ 2.79%
$6.26K - $6.36K
10K $226K
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
247
+ 0.11%
$5.68K - $5.78K
217K $4.9M
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
211
New
$4.85K - $4.94K
211 $4.76K
May 09, 2022 Q1 2022
Interactive Financial Advisors

Chicago, IL
BUY
 -
193
+ 2.83%
$4.44K - $4.52K
7.02K $158K
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
177
+ 520.59%
$4.07K - $4.14K
211 $4.76K
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

BUY
 -
26
+ 0.28%
$598 - $608
9.26K $209K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 27, 2022 Q1 2022
Hengehold Capital Management LLC

SELL
 -
-173
- 3.65%
$3.98K - $4.05K
4.56K $103K
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-208
Closed
$4.78K - $4.87K
0 $0
May 04, 2022 Q1 2022
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-219
- 4.27%
$5.04K - $5.12K
4.91K $111K
May 16, 2022 Q1 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-666
- 3.5%
$15.3K - $15.6K
18.4K $415K
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-977
- 0.89%
$22.5K - $22.9K
109K $2.45M
Jun 08, 2022 Q1 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-1.27K
- 12.75%
$29.1K - $29.6K
8.67K $196K
May 02, 2022 Q1 2022
Mengis Capital Management, Inc.

SELL
 -
-3.08K
- 9.76%
$70.8K - $72.1K
28.5K $642K
May 13, 2022 Q1 2022
Financial Gravity Asset Management, Inc.

SELL
 -
-4.43K
- 88.79%
$102K - $104K
559 $12.6K
May 04, 2022 Q1 2022
Leuthold Group, LLC

SELL
 -
-5.17K
Closed
$119K - $121K
0 $0
May 11, 2022 Q1 2022
Neirg Wealth Management, LLC

SELL
 -
-5.34K
- 39.65%
$123K - $125K
8.13K $183K
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
SELL
 -
-12.7K
Closed
$291K - $297K
0 $0
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-12.7K
Closed
$292K - $297K
0 $0
May 13, 2022 Q1 2022
Flow Traders U.S. LLC

New York, NY
SELL
 -
-20.2K
Closed
$466K - $474K
0 $0
Apr 14, 2022 Q1 2022
Simpli Fi, Inc.

SELL
 -
-33.6K
- 3.47%
$772K - $786K
934K $21.1M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

SELL
 -
-34.6K
- 28.49%
$795K - $809K
86.8K $1.96M
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-36.4K
Closed
$838K - $853K
0 $0
Apr 27, 2022 Q1 2022
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-43.4K
- 45.87%
$999K - $1.02M
51.2K $1.16M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

SELL
 -
-44.2K
- 18.64%
$1.02M - $1.03M
193K $4.35M
May 16, 2022 Q1 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-54.5K
Closed
$1.25M - $1.28M
0 $0

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