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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.35KNew |
$27.4K - $28.5K
|
1.35K
$30.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
967+ 9.64% |
$19.6K - $20.3K
|
11K
$245K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
8.27KNew |
$167K - $176K
|
8.27K
$184K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.08K+ 4682.61% |
$21.7K - $22.9K
|
1.1K
$24.5K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
62.5KNew |
$1.26M - $1.32M
|
62.5K
$1.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
38.6KNew |
$779K - $818K
|
38.6K
$861K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.5KNew |
$273K - $287K
|
13.5K
$302K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.98K+ 3.52% |
$40K - $42K
|
58.4K
$1.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
888New |
$17.9K - $18.8K
|
888
$19.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
185+ 0.14% |
$3.73K - $3.92K
|
130K
$2.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100+ 50.0% |
$2.02K - $2.12K
|
300
$6.68K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
42New |
$847 - $890
|
42
$936
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
769+ 2.8% |
$15.3K - $16.4K
|
28.3K
$630K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 6.85% |
$199 - $214
|
156
$3.48K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$1.99K - $2.21K
|
100
$2.23K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 1.48% |
$39.8 - $44.1
|
137
$3.05K
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.4KNew |
$29.5K - $31.2K
|
1.4K
$31.2K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
1.32K+ 4.57% |
$28.6K - $29.4K
|
30.1K
$670K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
110KNew |
$2.42M - $2.46M
|
110K
$2.45M
|
|
| Q2 2021 | |||||||
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
29+ 11.03% |
$638 - $646
|
292
$6.51K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
10KNew |
$217K - $223K
|
10K
$223K
|
|
|
Apr 01, 2021
Q1 2021
|
M&R Capital Management Inc
|
BUY
|
- |
1K+ 100.0% |
$21.7K - $22.3K
|
2K
$44.6K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Ubp Investment Advisors Sa
|
BUY
|
- |
16.4KNew |
$339K - $357K
|
16.4K
$364K
|
|
| Q3 2020 | |||||||
|
Oct 30, 2020
Q3 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
263New |
$5.32K - $5.57K
|
263
$5.86K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 0.02% |
$18.4 - $21
|
6.29K
$140K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.25KNew |
$210K - $216K
|
9.25K
$206K
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
230+ 2.05% |
N/A
|
11.5K
$255K
|
|