Captrust Financial Advisors Wisdom Tree Interest Rate Hedg Transaction History

Captrust Financial Advisors

$38.8 Billion
Q1 2025

A detailed history of Captrust Financial Advisors transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Captrust Financial Advisors holds 228,274 shares of AGZD stock, worth $5.11 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

228,274

Previous 228,639 0.16%

Holding current value

$5.11 Million

Previous $5.14 Million 0.66%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$22.27 - $22.65 $8,128 - $8,267	-365 Reduced 0.16%	228,274 $5.1 Million
Q4 2024 Feb 14, 2025	BUY	$22.28 - $22.66 $43,423 - $44,164	1,949 Added 0.86%	228,639 $5.14 Million
Q3 2024 Nov 14, 2024	SELL	$22.11 - $22.46 $42,915 - $43,594	-1,941 Reduced 0.85%	226,690 $5.08 Million
Q2 2024 Aug 14, 2024	SELL	$22.11 - $22.33 $227,843 - $230,110	-10,305 Reduced 4.31%	228,631 $5.1 Million
Q1 2024 May 15, 2024	SELL	$21.83 - $22.18 $231,245 - $234,952	-10,593 Reduced 4.25%	238,936 $5.28 Million
Q4 2023 Feb 14, 2024	SELL	$21.86 - $22.46 $423,493 - $435,117	-19,373 Reduced 7.2%	249,529 $5.47 Million
Q3 2023 Nov 14, 2023	BUY	$22.13 - $44.38 $3.25 Million - $6.52 Million	146,840 Added 120.3%	268,902 $5.96 Million
Q2 2023 Aug 14, 2023	BUY	$43.4 - $44.24 $5.3 Million - $5.4 Million	122,062 New	122,062 $5.4 Million

Others Institutions Holding AGZD

# of Institutions

Shares Held

4.92M

Call Options Held

Put Options Held

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About WISDOM TREE INTEREST RATE HEDG

Ticker AGZD
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Captrust Financial Advisors Wisdom Tree Interest Rate Hedg Transaction History