Purchases and Sales Made in Q3 2022 in Wisdom Tree Interest Rate Hedg (AGZD)
This table provides information about the institutional ownership of Wisdom Tree Interest Rate Hedg (AGZD) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
130K+ 13.26% |
$2.95M - $3M
|
1.11M
$25M
|
|
Oct 25, 2022
Q3 2022
|
Sam Advisors, LLC
|
BUY
|
- |
76.9KNew |
$1.75M - $1.78M
|
76.9K
$1.74M
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
29.2KNew |
$664K - $674K
|
29.2K
$659K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21K+ 12.13% |
$477K - $485K
|
194K
$4.38M
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
16.8KNew |
$383K - $389K
|
16.8K
$380K
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.3K+ 8.18% |
$371K - $377K
|
216K
$4.87M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.2KNew |
$346K - $351K
|
15.2K
$343K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
11.7K+ 6.19% |
$266K - $270K
|
200K
$4.52M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11KNew |
$251K - $255K
|
11K
$249K
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.9K+ 212.55% |
$247K - $251K
|
16K
$361K
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
10.8K+ 177.84% |
$245K - $249K
|
16.8K
$380K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.84KNew |
$224K - $227K
|
9.84K
$222K
|
|
Nov 02, 2022
Q3 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
9.51KNew |
$216K - $219K
|
9.51K
$215K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.35K+ 14.25% |
$76.2K - $77.4K
|
26.9K
$607K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.33K+ 8.93% |
$75.6K - $76.8K
|
40.6K
$916K
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
3.26K+ 30.61% |
$74.1K - $75.2K
|
13.9K
$314K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.09K+ 1.6% |
$70.3K - $71.4K
|
196K
$4.42M
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
1.98K+ 3.54% |
$45K - $45.7K
|
58K
$1.31M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.8K+ 17.05% |
$41K - $41.6K
|
12.4K
$279K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.48K+ 15.29% |
$33.7K - $34.3K
|
11.2K
$252K
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.29K+ 25.55% |
$29.3K - $29.8K
|
6.34K
$143K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.06K+ 2.3% |
$24K - $24.4K
|
47K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
539+ 7.61% |
$12.3K - $12.4K
|
7.62K
$172K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
194+ 570.59% |
$4.41K - $4.48K
|
228
$5.14K
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
174+ 1.37% |
$3.96K - $4.02K
|
12.9K
$290K
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
155New |
$3.52K - $3.58K
|
155
$3.5K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
58New |
$1.32K - $1.34K
|
58
$1.31K
|
|
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
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-10- 0.65% |
$227 - $231
|
1.54K
$34.7K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-41- 0.58% |
$932 - $946
|
7K
$158K
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-200- 1.09% |
$4.55K - $4.62K
|
18.2K
$410K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-222- 0.27% |
$5.05K - $5.12K
|
83.4K
$1.88M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-239- 1.91% |
$5.43K - $5.52K
|
12.2K
$276K
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-343- 0.45% |
$7.8K - $7.92K
|
75.4K
$1.7M
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-572- 5.68% |
$13K - $13.2K
|
9.5K
$214K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.34K- 6.21% |
$30.3K - $30.8K
|
20.2K
$455K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.37K- 0.76% |
$31.2K - $31.6K
|
178K
$4.02M
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
SELL
|
- |
-2.53K- 0.27% |
$57.4K - $58.3K
|
933K
$21M
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2.77K- 4.57% |
$63K - $64K
|
57.9K
$1.31M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.89K- 2.67% |
$65.7K - $66.7K
|
105K
$2.38M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.33K- 1.46% |
$75.6K - $76.7K
|
224K
$5.06M
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.86K- 1.06% |
$87.7K - $89K
|
360K
$8.11M
|
|
Nov 14, 2022
Q3 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-4.64K- 11.07% |
$105K - $107K
|
37.2K
$840K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.72K- 6.17% |
$153K - $155K
|
102K
$2.31M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-6.84K- 12.58% |
$156K - $158K
|
47.6K
$1.07M
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-8.14K- 2.62% |
$185K - $188K
|
303K
$6.83M
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-15.5K- 20.57% |
$353K - $358K
|
59.9K
$1.35M
|