Barber Financial Group, Inc. Wisdom Tree Interest Rate Hedg Transaction History

Barber Financial Group, Inc.

$567 Million
Q1 2023

A detailed history of Barber Financial Group, Inc. transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Barber Financial Group, Inc. holds 297,579 shares of AGZD stock, worth $6.7 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares

297,579

Previous 289,534 2.78%

Holding current value

$6.7 Million

Previous $12.6 Million 2.94%

% of portfolio

2.28%

Previous 3.49%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	BUY	$43.29 - $44.12 $348,268 - $354,945	8,045 Added 2.78%	297,579 $13 Million
Q4 2022 Feb 01, 2023	SELL	$22.63 - $46.14 $297,901 - $607,386	-13,164 Reduced 4.35%	289,534 $12.6 Million
Q3 2022 Oct 25, 2022	SELL	$22.73 - $23.08 $184,908 - $187,755	-8,135 Reduced 2.62%	302,698 $13.8 Million
Q2 2022 Aug 04, 2022	BUY	$22.8 - $23.36 $7.09 Million - $7.26 Million	310,833 New	310,833 $14.2 Million
Q1 2021 Apr 22, 2021	SELL	$23.46 - $23.69 $584,998 - $590,733	-24,936 Closed	0 $0
Q4 2020 Feb 03, 2021	SELL	$23.4 - $23.65 $525,868 - $531,486	-22,473 Reduced 47.4%	24,936 $1.18 Million
Q3 2020 Nov 04, 2020	SELL	$23.4 - $23.69 $399,438 - $404,388	-17,070 Reduced 26.47%	47,409 $2.22 Million
Q2 2020 Jul 31, 2020	SELL	$23.09 - $23.55 $533,309 - $543,934	-23,097 Reduced 26.37%	64,479 $3.03 Million
Q1 2020 May 08, 2020	SELL	$22.0 - $24.12 $89,628 - $98,264	-4,074 Reduced 4.45%	87,576 $4.04 Million
Q4 2019 Feb 21, 2020	SELL	$23.8 - $24.11 $81,253 - $82,311	-3,414 Reduced 3.59%	91,650 $4.41 Million
Q3 2019 Nov 06, 2019	BUY	$23.82 - $24.0 $26,273 - $26,472	1,103 Added 1.17%	95,064 $4.54 Million
Q3 2019 Nov 05, 2019	SELL	$23.82 - $24.0 $105,665 - $106,464	-4,436 Reduced 4.51%	93,961 $4.49 Million
Q2 2019 Aug 09, 2019	BUY	N/A	2,178 Added 2.26%	98,397 $4.69 Million
Q1 2019 Apr 26, 2019	BUY	N/A	8,134 Added 9.23%	96,219 $0
Q4 2018 Jan 24, 2019	BUY	N/A	88,085 New	88,085 $0

Others Institutions Holding AGZD

# of Institutions

Shares Held

6.12M

Call Options Held

Put Options Held

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About WISDOM TREE INTEREST RATE HEDG

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Barber Financial Group, Inc. Wisdom Tree Interest Rate Hedg Transaction History