Dogwood Wealth Management LLC Wisdom Tree Interest Rate Hedg Transaction History

Dogwood Wealth Management LLC

$190 Billion
Q1 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 1,590 shares of AGZD stock, worth $35,472. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,590

Previous 2,033 21.79%

Holding current value

$35,472

Previous $45.7 Million 22.17%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4.97M

Call Options Held

Put Options Held

View Full List

About WISDOM TREE INTEREST RATE HEDG

Ticker AGZD
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Dogwood Wealth Management LLC Wisdom Tree Interest Rate Hedg Transaction History