Ae Wealth Management LLC Wisdom Tree Interest Rate Hedg Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Ae Wealth Management LLC holds 792 shares of AGZD stock, worth $17,796. This represents 0.0% of its overall portfolio holdings.

Number of Shares
792
Previous 805 1.61%
Holding current value
$17,796
Previous $17,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$22.27 - $22.51 $289 - $292
-13 Reduced 1.61%
792 $17,000
Q4 2024

Feb 13, 2025
BUY
$22.28 - $22.66 $17,935 - $18,241
805 New
805 $18,000
Q4 2023

Feb 14, 2024
BUY
$21.86 - $22.46 $2.61 Million - $2.68 Million
119,405 New
119,405 $2.62 Million
Q2 2022

Aug 03, 2022
SELL
$22.8 - $23.36 $238,009 - $243,855
-10,439 Reduced 1.95%
523,528 $23.9 Million
Q1 2022

Apr 18, 2022
BUY
$23.0 - $23.4 $12.3 Million - $12.5 Million
533,967 New
533,967 $24.8 Million
Q2 2021

Jul 21, 2021
SELL
$23.46 - $23.64 $103,528 - $104,323
-4,413 Closed
0 $0
Q1 2021

Apr 27, 2021
BUY
$23.46 - $23.69 $103,528 - $104,543
4,413 New
4,413 $207,000
Q2 2020

Aug 05, 2020
SELL
$23.09 - $23.55 $169,619 - $172,998
-7,346 Closed
0 $0
Q1 2020

May 07, 2020
SELL
$22.0 - $24.12 $255,046 - $279,623
-11,593 Reduced 61.21%
7,346 $338,000
Q4 2019

Jan 15, 2020
SELL
$23.8 - $24.11 $24,418 - $24,736
-1,026 Reduced 5.14%
18,939 $910,000
Q3 2019

Nov 05, 2019
BUY
$23.82 - $24.0 $35,587 - $35,856
1,494 Added 8.09%
19,965 $954,000
Q2 2019

Jul 22, 2019
BUY
N/A
3,982 Added 27.48%
18,471 $880,000
Q1 2019

May 14, 2019
BUY
N/A
14,489 New
14,489 $692,000

Others Institutions Holding AGZD

# of Institutions
53
Shares Held
3.16M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOM TREE INTEREST RATE HEDG

AGZD Quotes by TradingView
  • Ticker AGZD
  • Sector ETFs
  • Industry ETFs
More about AGZD
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