Cape Investment Advisory, Inc. Wisdom Tree Interest Rate Hedg Transaction History

Cape Investment Advisory, Inc.

  • $214 Billion
  • Q1 2024

A detailed history of Cape Investment Advisory, Inc. transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 45,563 shares of AGZD stock, worth $1.02 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
45,563
Previous 45,081 1.07%
Holding current value
$1.02 Million
Previous $988 Million 1.81%
% of portfolio
0.47%
Previous 0.48%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 21, 2024
BUY
$21.83 - $22.18 $10,522 - $10,690
482 Added 1.07%
45,563 $1.01 Billion
Q4 2023

Feb 12, 2024
SELL
$21.86 - $22.46 $115,683 - $118,858
-5,292 Reduced 10.51%
45,081 $988 Million
Q3 2023

Nov 06, 2023
BUY
$22.13 - $44.38 $555,772 - $1.11 Million
25,114 Added 99.43%
50,373 $1.12 Billion
Q2 2023

Oct 12, 2023
SELL
$43.4 - $44.24 $60,022 - $61,183
-1,383 Reduced 5.19%
25,259 $1.12 Billion
Q1 2023

Oct 12, 2023
BUY
$43.29 - $44.12 $1.15 Million - $1.18 Million
26,642 New
26,642 $1.16 Billion

Others Institutions Holding AGZD

# of Institutions
58
Shares Held
6.26M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOM TREE INTEREST RATE HEDG

AGZD Quotes by TradingView
  • Ticker AGZD
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More about AGZD
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