Aprio Wealth Management, LLC Wisdomtree Tr Interest Rate He Transaction History

Aprio Wealth Management, LLC

$577 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	SELL	$20.96 - $21.39 $100,608 - $102,672	-4,800 Reduced 27.75%	12,500 $264,000
Q2 2023 Jul 13, 2023	SELL	$20.23 - $21.02 $40,520 - $42,103	-2,003 Reduced 10.38%	17,300 $363,000
Q1 2023 Apr 14, 2023	SELL	$20.14 - $21.3 $56,190 - $59,427	-2,790 Reduced 12.63%	19,303 $400,000
Q4 2022 Jan 11, 2023	SELL	$20.17 - $21.18 $101,676 - $106,768	-5,041 Reduced 18.58%	22,093 $0
Q3 2022 Oct 13, 2022	SELL	$19.86 - $21.37 $6.7 Million - $7.21 Million	-337,170 Reduced 92.55%	27,134 $546,000
Q2 2022 Jul 26, 2022	BUY	$19.9 - $22.07 $349,603 - $387,725	17,568 Added 5.07%	364,304 $7.25 Million
Q1 2022 Apr 19, 2022	BUY	$21.08 - $22.3 $7.31 Million - $7.73 Million	346,736 New	346,736 $7.6 Million

Others Institutions Holding HYZD

# of Institutions

54

Shares Held

5.02M

Call Options Held

0

Put Options Held

0

About WISDOMTREE TR INTEREST RATE HE

Ticker HYZD
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