Purchases and Sales Made in Q2 2023 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 Q2 2023. 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
Aug 01, 2023 Q2 2023
Main Line Retirement Advisors, LLC

Radnor, PA
BUY
 -
166K
New
$7.21M - $7.35M
166K $3.75M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
125K
+ 60.66%
$5.43M - $5.53M
331K $7.48M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
122K
New
$5.3M - $5.4M
122K $2.75M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
59.7K
+ 42.71%
$2.59M - $2.64M
200K $4.5M
Aug 02, 2023 Q2 2023
Mc Adam, LLC

BUY
 -
22.1K
+ 39.44%
$960K - $978K
78.2K $1.76M
Aug 09, 2023 Q2 2023
Sykon Capital LLC

Harrison, NY
BUY
 -
20K
New
$870K - $887K
20K $452K
Aug 02, 2023 Q2 2023
Lee Financial Group Hawaii, Inc.

Honolulu, HI
BUY
 -
18.6K
New
$809K - $825K
18.6K $421K
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
9.88K
+ 83.89%
$429K - $437K
21.6K $488K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
8.21K
+ 37.06%
$356K - $363K
30.3K $685K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.67K
+ 13.54%
$159K - $162K
30.7K $693K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
3.38K
+ 36.15%
$147K - $149K
12.7K $287K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
3.3K
+ 1.54%
$143K - $146K
218K $4.91M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
2.67K
+ 6.36%
$116K - $118K
44.6K $1.01M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.53K
+ 3.65%
$66.2K - $67.5K
43.3K $977K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
1.19K
+ 17.7%
$51.6K - $52.6K
7.92K $179K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.12K
+ 0.97%
$48.8K - $49.7K
117K $2.65M
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
977
+ 4.84%
$42.4K - $43.2K
21.2K $477K
Aug 01, 2023 Q2 2023
Empirical Asset Management, LLC

BUY
 -
923
+ 5.53%
$40.1K - $40.8K
17.6K $397K
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
465
New
$20.2K - $20.6K
465 $10.5K
Jul 26, 2023 Q2 2023
National Bank Of Canada

BUY
 -
434
New
$18.8K - $19.2K
434 $9.79K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
320
+ 0.71%
$13.9K - $14.2K
45.6K $1.03M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
65
+ 0.56%
$2.82K - $2.88K
11.8K $265K
Jul 31, 2023 Q2 2023
Tower Wealth Partners, Inc.

Lewisburg, PA
BUY
 -
8
+ 0.02%
$347 - $354
37.5K $846K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
3
+ 0.88%
$130 - $133
344 $7.76K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 13, 2023 Q2 2023
Win Advisors, Inc

SELL
 -
-126
- 1.57%
$5.47K - $5.57K
7.88K $178K
Jul 28, 2023 Q2 2023
Private Trust CO Na

SELL
 -
-195
- 30.9%
$8.46K - $8.63K
436 $9.84K
Jul 31, 2023 Q2 2023
Interactive Financial Advisors

Chicago, IL
SELL
 -
-268
- 3.14%
$11.6K - $11.9K
8.27K $187K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-417
- 2.62%
$18.1K - $18.4K
15.5K $349K
Aug 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

SELL
 -
-1.33K
- 2.56%
$57.8K - $58.9K
50.8K $1.15M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-1.33K
- 0.74%
$57.9K - $59K
180K $4.06M
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
SELL
 -
-1.38K
- 5.19%
$60K - $61.2K
25.3K $570K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

SELL
 -
-1.79K
- 6.92%
$77.7K - $79.2K
24.1K $543K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-1.94K
- 26.14%
$84.3K - $86K
5.49K $124K
Jul 19, 2023 Q2 2023
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-2.55K
- 14.43%
$111K - $113K
15.1K $341K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

SELL
 -
-2.68K
- 18.1%
$116K - $118K
12.1K $273K
Jul 31, 2023 Q2 2023
Neirg Wealth Management, LLC

SELL
 -
-4.29K
- 34.8%
$186K - $190K
8.03K $181K
Jul 14, 2023 Q2 2023
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-5.61K
- 28.35%
$244K - $248K
14.2K $320K
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-6.61K
- 5.53%
$287K - $292K
113K $2.55M
Aug 09, 2023 Q2 2023
Old Mission Capital LLC

SELL
 -
-6.86K
- 26.52%
$298K - $304K
19K $429K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-10.1K
- 92.01%
$439K - $448K
879 $19.8K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-18.2K
- 24.91%
$791K - $806K
54.9K $1.24M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-20K
- 49.88%
$868K - $885K
20.1K $453K
Jul 24, 2023 Q2 2023
Trilogy Capital Inc.

SELL
 -
-21.1K
- 3.23%
$915K - $933K
632K $14.2M
Aug 14, 2023 Q2 2023
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-45.5K
- 39.06%
$1.98M - $2.01M
71K $1.6M
Aug 11, 2023 Q2 2023
Ubs Group Ag

SELL
 -
-56.7K
- 74.58%
$2.46M - $2.51M
19.3K $436K
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-73.2K
- 13.0%
$3.18M - $3.24M
490K $11M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-111K
- 23.26%
$4.81M - $4.9M
366K $8.25M

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