Latest Institutional Purchases of Wisdomtree Tr Interest Rate He (HYZD)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Interest Rate He (HYZD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
232KNew |
$5.16M - $5.25M
|
232K
$5.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
138K+ 848.39% |
$3.07M - $3.13M
|
154K
$3.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
135K+ 13.24% |
$3.01M - $3.06M
|
1.16M
$25.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
69.5K+ 486.16% |
$1.55M - $1.58M
|
83.8K
$1.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
49.2K+ 128.24% |
$1.09M - $1.11M
|
87.5K
$1.96M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
43.9K+ 63.95% |
$976K - $994K
|
112K
$2.52M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.2K+ 577.78% |
$672K - $684K
|
35.4K
$795K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.7KNew |
$617K - $628K
|
27.7K
$622K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.5K+ 36.19% |
$522K - $531K
|
88.3K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
23.4KNew |
$520K - $530K
|
23.4K
$525K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.3K+ 4.58% |
$341K - $347K
|
350K
$7.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.67K+ 3.83% |
$126K - $128K
|
154K
$3.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
3.49K+ 7.48% |
$77.7K - $79K
|
50.1K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.53K+ 3.45% |
$56.2K - $57.3K
|
75.8K
$1.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.41K+ 6.76% |
$53.6K - $54.6K
|
38.1K
$854K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.27KNew |
$28.2K - $28.7K
|
1.27K
$28.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.25K+ 2.26% |
$27.7K - $28.2K
|
56.3K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.12K+ 539.61% |
$24.9K - $25.3K
|
1.32K
$29.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
887New |
$19.7K - $20.1K
|
887
$19.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
336+ 1.57% |
$7.48K - $7.61K
|
21.7K
$487K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
321+ 0.49% |
$7.14K - $7.27K
|
65.4K
$1.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
207+ 35.2% |
$4.61K - $4.69K
|
795
$17.8K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
167New |
$3.72K - $3.78K
|
167
$3.75K
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
157+ 1.5% |
$3.49K - $3.56K
|
10.6K
$239K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
106+ 1.35% |
$2.36K - $2.4K
|
7.97K
$179K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
75New |
$1.67K - $1.7K
|
75
$1.68K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
45New |
$1K - $1.02K
|
45
$1.01K
|
|
| Q2 2025 | |||||||
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
435New |
$9.15K - $9.75K
|
435
$9.76K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
106K+ 1087.81% |
$2.32M - $2.4M
|
116K
$2.59M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
23.3KNew |
$511K - $528K
|
23.3K
$524K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.3KNew |
$489K - $506K
|
22.3K
$501K
|
|
|
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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$21.9 - $22.7
|
1
$22.4
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
282KNew |
$6.22M - $6.38M
|
282K
$6.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
14.8KNew |
$326K - $334K
|
14.8K
$332K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
6.01KNew |
$133K - $136K
|
6.01K
$135K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
347New |
$7.65K - $7.84K
|
347
$7.79K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
16+ 1.74% |
$353 - $361
|
933
$20.9K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.42KNew |
$202K - $209K
|
9.42K
$211K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.68K+ 6.99% |
$36.1K - $37.3K
|
25.8K
$578K
|
|
|
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 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
339New |
$7.26K - $7.52K
|
339
$7.61K
|
|
| 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
|
|