Purchases and Sales Made in Q3 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 Q3 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
Oct 16, 2023 Q3 2023
Trilogy Capital Inc.

BUY
 -
559K
+ 88.46%
$12.4M - $24.8M
1.19M $26.7M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
283K
+ 77.27%
$6.25M - $12.5M
648K $14.5M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
225K
+ 2836.93%
$4.97M - $9.97M
232K $5.21M
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
221K
New
$4.88M - $9.79M
221K $4.95M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
148K
+ 130.78%
$3.27M - $6.55M
260K $5.84M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
147K
+ 120.3%
$3.25M - $6.52M
269K $6.03M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
120K
+ 102.39%
$2.66M - $5.33M
237K $5.32M
Oct 11, 2023 Q3 2023
Goodman Advisory Group, LLC

BUY
 -
106K
New
$2.34M - $4.69M
106K $2.37M
Nov 09, 2023 Q3 2023
Sykon Capital LLC

Harrison, NY
BUY
 -
103K
+ 513.61%
$2.28M - $4.57M
123K $2.76M
Oct 31, 2023 Q3 2023
Mc Adam, LLC

BUY
 -
91.6K
+ 117.13%
$2.03M - $4.06M
170K $3.81M
Nov 13, 2023 Q3 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
67.2K
+ 94.64%
$1.49M - $2.98M
138K $3.1M
Oct 30, 2023 Q3 2023
Win Advisors, Inc

BUY
 -
67K
+ 850.9%
$1.48M - $2.97M
74.9K $1.68M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
51.6K
+ 119.25%
$1.14M - $2.29M
94.9K $2.13M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
51.3K
+ 93.44%
$1.14M - $2.28M
106K $2.38M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
49.6K
+ 108.75%
$1.1M - $2.2M
95.1K $2.13M
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
48.6K
+ 95.66%
$1.07M - $2.15M
99.3K $2.23M
Oct 25, 2023 Q3 2023
Tower Wealth Partners, Inc.

Lewisburg, PA
BUY
 -
39.4K
+ 105.17%
$873K - $1.75M
77K $1.73M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
38.7K
+ 249.76%
$856K - $1.72M
54.2K $1.21M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
33K
+ 107.27%
$729K - $1.46M
63.7K $1.43M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
28.1K
+ 145.54%
$622K - $1.25M
47.4K $1.06M
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
25.1K
+ 99.43%
$556K - $1.11M
50.4K $1.13M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
24.2K
+ 100.47%
$535K - $1.07M
48.3K $1.08M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
23.9K
+ 110.4%
$529K - $1.06M
45.5K $1.02M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
20.5K
+ 96.82%
$453K - $909K
41.7K $934K
Oct 18, 2023 Q3 2023
Lee Financial Group Hawaii, Inc.

Honolulu, HI
BUY
 -
18.4K
+ 98.84%
$408K - $818K
37.1K $831K
Nov 01, 2023 Q3 2023
Empirical Asset Management, LLC

BUY
 -
18.2K
+ 103.14%
$402K - $806K
35.8K $802K
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
16.3K
+ 8.18%
$361K - $725K
216K $4.84M
Oct 24, 2023 Q3 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
15.1K
+ 100.0%
$335K - $671K
30.2K $678K
Nov 13, 2023 Q3 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
15K
New
$332K - $666K
15K $336K
Oct 18, 2023 Q3 2023
Rda Financial Network

BUY
 -
13.5K
New
$299K - $601K
13.5K $303K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
11.7K
+ 96.55%
$259K - $519K
23.8K $534K
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
10.1K
New
$224K - $448K
10.1K $226K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
9.85K
+ 83.78%
$218K - $437K
21.6K $484K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
9.48K
+ 74.56%
$210K - $421K
22.2K $498K
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

BUY
 -
9.41K
+ 49.5%
$208K - $418K
28.4K $637K
Oct 18, 2023 Q3 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
8.73K
+ 100.0%
$193K - $387K
17.5K $391K
Oct 26, 2023 Q3 2023
Interactive Financial Advisors

Chicago, IL
BUY
 -
8.69K
+ 105.05%
$192K - $386K
17K $380K
Nov 14, 2023 Q3 2023
First Wilshire Securities Management Inc

Pasadena, CA
BUY
 -
8.2K
+ 100.0%
$181K - $364K
16.4K $368K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
4.74K
+ 86.27%
$105K - $210K
10.2K $229K
Oct 13, 2023 Q3 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
4K
+ 28.19%
$88.5K - $178K
18.2K $408K
Oct 11, 2023 Q3 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
1.29K
New
$28.5K - $57.3K
1.29K $28.9K
Nov 15, 2023 Q3 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
905
+ 58.88%
$20K - $40.2K
2.44K $54.7K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
436
+ 100.0%
$9.65K - $19.3K
872 $19.6K
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
431
+ 99.31%
$9.54K - $19.1K
865 $19.4K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
208
+ 100.0%
$4.6K - $9.23K
416 $9.33K
Nov 01, 2023 Q3 2023
Investors Research Corp

BUY
 -
155
+ 100.0%
$3.43K - $6.88K
310 $6.95K
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
12
+ 0.35%
$266 - $533
3.46K $77.5K
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
3
+ 6.82%
$66.4 - $133
47 $1.05K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0

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