Dogwood Wealth Management LLC Wisdom Tree Interest Rate Hedg Transaction History

Dogwood Wealth Management LLC

$220 Billion
Q3 2025

A detailed history of Dogwood Wealth Management LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 826 shares of AGZD stock, worth $18,560. This represents 0.01% of its overall portfolio holdings.

Number of Shares

826

Previous 827 0.12%

Holding current value

$18,560

Previous $18.5 Million 0.22%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$22.27 - $22.51 $22 - $22	-1 Reduced 0.12%	826 $18.6 Million
Q2 2025 Jul 18, 2025	SELL	$22.06 - $22.48 $16,831 - $17,152	-763 Reduced 47.99%	827 $18.5 Million
Q1 2025 Apr 30, 2025	SELL	$22.27 - $22.65 $9,865 - $10,033	-443 Reduced 21.79%	1,590 $35.5 Million
Q4 2024 Mar 04, 2025	SELL	$22.28 - $22.66 $4.74 Million - $4.82 Million	-212,797 Reduced 99.05%	2,033 $45.7 Million
Q3 2024 Feb 28, 2025	BUY	$22.11 - $22.46 $4.9 Million - $4.98 Million	221,716 Added 2530.14%	230,479 $5.17 Billion

Q2 2024 Mar 04, 2025	SELL	$22.11 - $22.33 $345,999 - $349,442	-15,649 Reduced 6.79%	214,830 $4.79 Billion
Q1 2024 Feb 28, 2025	BUY	$21.83 - $22.18 $20,847 - $21,181	955 Added 12.23%	8,763 $193 Million
Q4 2023 Feb 28, 2025	BUY	$21.86 - $22.46 $170,682 - $175,367	7,808 New	7,808 $171 Million

Others Institutions Holding AGZD

# of Institutions

Shares Held

3.16M

Call Options Held

Put Options Held

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About WISDOM TREE INTEREST RATE HEDG

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Dogwood Wealth Management LLC Wisdom Tree Interest Rate Hedg Transaction History