Latest Institutional Transactions on Wisdomtree Tr Interest Rate He (HYZD)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Interest Rate He (HYZD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-10.5K- 21.42% |
$222K - $236K
|
38.7K
$868K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-234- 17.28% |
$4.92K - $5.25K
|
1.12K
$25.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
11.7KNew |
$247K - $263K
|
11.7K
$264K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.89K+ 25.13% |
$60.8K - $64.8K
|
14.4K
$323K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.34KNew |
$49.3K - $52.5K
|
2.34K
$52.6K
|
|
| Q1 2025 | |||||||
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
23.3KNew |
$511K - $528K
|
23.3K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
116New |
$2.54K - $2.63K
|
116
$2.6K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14+ 2.03% |
$306 - $317
|
703
$15.8K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
106K+ 1087.81% |
$2.32M - $2.4M
|
116K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.49K- 93.99% |
$32.5K - $33.7K
|
95
$2.13K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$21.9 - $22.7
|
1
$22.4
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.3KNew |
$489K - $506K
|
22.3K
$501K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-5K- 27.78% |
$109K - $113K
|
13K
$292K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
282KNew |
$6.22M - $6.38M
|
282K
$6.34M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
16+ 1.74% |
$353 - $361
|
933
$20.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
6.01KNew |
$133K - $136K
|
6.01K
$135K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-265- 2.78% |
$5.84K - $5.99K
|
9.26K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
347New |
$7.65K - $7.84K
|
347
$7.79K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
14.8KNew |
$326K - $334K
|
14.8K
$332K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.42KNew |
$202K - $209K
|
9.42K
$211K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
339New |
$7.26K - $7.52K
|
339
$7.61K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.59K+ 4.0% |
$34.1K - $35.3K
|
41.4K
$929K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.68K+ 6.99% |
$36.1K - $37.3K
|
25.8K
$578K
|
|
| Q2 2024 | |||||||
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
65.7KNew |
$1.43M - $1.45M
|
65.7K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
207New |
$4.51K - $4.58K
|
207
$4.65K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
14New |
$305 - $310
|
14
$314
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-4.85K- 14.95% |
$104K - $108K
|
27.6K
$619K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.83K- 17.3% |
$125K - $129K
|
27.8K
$625K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.57K- 14.31% |
$33.7K - $34.8K
|
9.41K
$211K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
51New |
$1.1K - $1.13K
|
51
$1.14K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
123New |
$2.64K - $2.73K
|
123
$2.76K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
4.35K+ 696.0% |
$93.4K - $96.4K
|
4.98K
$112K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
11.1KNew |
$239K - $246K
|
11.1K
$249K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.74KNew |
$209K - $216K
|
9.74K
$219K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.9K- 44.26% |
$299K - $309K
|
17.6K
$394K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-409- 5.2% |
$8.49K - $8.93K
|
7.45K
$167K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.7KNew |
$222K - $234K
|
10.7K
$241K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-20.9K- 61.49% |
$439K - $448K
|
13.1K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-93- 6.79% |
$1.95K - $1.99K
|
1.28K
$28.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-629- 1.36% |
$13.2K - $13.5K
|
45.8K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-150- 42.86% |
$3.14K - $3.21K
|
200
$4.49K
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-680- 6.38% |
$14.3K - $14.5K
|
9.99K
$224K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-6.94K- 11.77% |
$146K - $149K
|
52K
$1.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.45KNew |
$51.2K - $52.3K
|
2.45K
$54.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$21 - $21.4
|
1
$22.4
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-4.8K- 27.75% |
$101K - $103K
|
12.5K
$281K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
967+ 9.64% |
$19.6K - $20.3K
|
11K
$247K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8.27KNew |
$167K - $176K
|
8.27K
$186K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.41KClosed |
$190K - $199K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.94K- 7.64% |
$140K - $147K
|
83.9K
$1.88M
|
|