Purchases and Sales Made in Q2 2025 in Wisdomtree Tr Interest Rate He (HYZD)
This table provides information about the institutional ownership of Wisdomtree Tr Interest Rate He (HYZD) during Q2 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR INTEREST RATE HE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.1K+ 31.8% |
$633K - $675K
|
125K
$2.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
26.1KNew |
$550K - $586K
|
26.1K
$587K
|
|
|
Aug 11, 2025
Q2 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
23KNew |
$484K - $516K
|
23K
$516K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.9K+ 60.2% |
$461K - $491K
|
58.3K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.2K+ 42.0% |
$403K - $430K
|
64.8K
$1.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
11.7KNew |
$247K - $263K
|
11.7K
$264K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
10.3KNew |
$217K - $231K
|
10.3K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.46K+ 5.31% |
$157K - $167K
|
148K
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.23KNew |
$110K - $117K
|
5.23K
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.16K+ 6.84% |
$87.4K - $93.2K
|
64.9K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.72K+ 0.37% |
$78.2K - $83.4K
|
1.02M
$22.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.89K+ 25.13% |
$60.8K - $64.8K
|
14.4K
$323K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.61K+ 3.09% |
$55K - $58.6K
|
87.3K
$1.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.53K+ 4.04% |
$53.2K - $56.7K
|
65.1K
$1.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.34KNew |
$49.3K - $52.5K
|
2.34K
$52.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.96K+ 6.38% |
$41.3K - $44K
|
32.7K
$734K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1.91K+ 5.24% |
$40.1K - $42.8K
|
38.4K
$861K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.48K+ 0.11% |
$31.1K - $33.1K
|
1.39M
$31.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.26K+ 10.9% |
$26.4K - $28.2K
|
12.8K
$287K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.08K+ 2.37% |
$22.7K - $24.2K
|
46.7K
$1.05M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
766+ 9.29% |
$16.1K - $17.2K
|
9.01K
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
435New |
$9.15K - $9.75K
|
435
$9.76K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
431+ 1.22% |
$9.07K - $9.66K
|
35.7K
$800K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
222+ 1.05% |
$4.67K - $4.98K
|
21.4K
$480K
|
|
|
Jul 08, 2025
Q2 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
162+ 1.57% |
$3.41K - $3.63K
|
10.5K
$235K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
112+ 1.45% |
$2.36K - $2.51K
|
7.86K
$176K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
73+ 14.17% |
$1.54K - $1.64K
|
588
$13.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 3.5% |
$147 - $157
|
207
$4.65K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-35- 0.16% |
$736 - $785
|
21.4K
$480K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-77- 2.41% |
$1.62K - $1.73K
|
3.12K
$70K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-77- 2.41% |
$1.62K - $1.73K
|
3.12K
$70K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-234- 17.28% |
$4.92K - $5.25K
|
1.12K
$25.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-440- 40.0% |
$9.26K - $9.86K
|
660
$14.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-765- 3.43% |
$16.1K - $17.2K
|
21.5K
$484K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.2K- 6.86% |
$25.2K - $26.9K
|
16.3K
$365K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.25K- 4.16% |
$47.4K - $50.5K
|
51.9K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.55K- 15.15% |
$53.7K - $57.3K
|
14.3K
$321K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.71K- 3.59% |
$56.9K - $60.6K
|
72.6K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-5.61K- 23.97% |
$118K - $126K
|
17.8K
$399K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-7.38K- 11.82% |
$155K - $165K
|
55.1K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.03K- 33.03% |
$169K - $180K
|
16.3K
$365K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-10.5K- 21.42% |
$222K - $236K
|
38.7K
$868K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.7K- 1.72% |
$268K - $285K
|
728K
$16.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.6K- 26.55% |
$644K - $686K
|
84.7K
$1.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-39.5K- 36.55% |
$832K - $886K
|
68.6K
$1.54M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-63.3K- 41.37% |
$1.33M - $1.42M
|
89.7K
$2.01M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-141K- 23.8% |
$2.96M - $3.15M
|
451K
$10.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-158K- 32.09% |
$3.33M - $3.55M
|
335K
$7.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-179K- 71.01% |
$3.77M - $4.02M
|
73.2K
$1.64M
|
|