Capital Analysts, LLC Wisdom Tree Interest Rate Hedg Transaction History

Capital Analysts, LLC

$2.45 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$22.11 - $22.33 $77,583 - $78,355	3,509 Added 6.07%	61,348 $1.37 Million
Q1 2024 May 14, 2024	BUY	$21.83 - $22.18 $38,398 - $39,014	1,759 Added 3.14%	57,839 $1.28 Million
Q4 2023 Jan 30, 2024	BUY	$21.86 - $22.46 $41,730 - $42,876	1,909 Added 3.52%	56,080 $1.23 Million
Q3 2023 Nov 13, 2023	BUY	$22.13 - $44.38 $856,054 - $1.72 Million	38,683 Added 249.76%	54,171 $1.2 Million
Q2 2023 Aug 11, 2023	SELL	$43.4 - $44.24 $18,097 - $18,448	-417 Reduced 2.62%	15,488 $685,000
Q1 2023 May 05, 2023	BUY	$43.29 - $44.12 $30,779 - $31,369	711 Added 4.68%	15,905 $692,000
Q4 2022 Feb 08, 2023	BUY	$22.63 - $46.14 $94,118 - $191,896	4,159 Added 37.69%	15,194 $660,000
Q3 2022 Nov 14, 2022	BUY	$22.73 - $23.08 $250,825 - $254,687	11,035 New	11,035 $503,000

Others Institutions Holding AGZD

# of Institutions

59

Shares Held

6.12M

Call Options Held

0

Put Options Held

0

About WISDOM TREE INTEREST RATE HEDG

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