Empirical Asset Management, LLC Wisdom Tree Interest Rate Hedg Transaction History

Empirical Asset Management, LLC

  • $302 Million
  • Q1 2024

A detailed history of Empirical Asset Management, LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Empirical Asset Management, LLC holds 35,441 shares of AGZD stock, worth $788,207. This represents 0.26% of its overall portfolio holdings.

Number of Shares
35,441
Previous 35,131 0.88%
Holding current value
$788,207
Previous $770,000 1.56%
% of portfolio
0.26%
Previous 0.67%

Shares

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

May 10, 2024
BUY
$21.83 - $22.18 $6,767 - $6,875
310 Added 0.88%
35,441 $782,000
Q4 2023

Jan 12, 2024
SELL
$21.86 - $22.46 $14,121 - $14,509
-646 Reduced 1.81%
35,131 $770,000
Q3 2023

Nov 01, 2023
BUY
$22.13 - $44.38 $401,991 - $806,162
18,165 Added 103.14%
35,777 $792,000
Q2 2023

Aug 01, 2023
BUY
$43.4 - $44.24 $40,058 - $40,833
923 Added 5.53%
17,612 $779,000
Q1 2023

Apr 18, 2023
BUY
$43.29 - $44.12 $722,466 - $736,318
16,689 New
16,689 $726,000

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
  • Sector ETFs
  • Industry ETFs
More about AGZD
Track This Portfolio

Track Empirical Asset Management, LLC Portfolio

Follow Empirical Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email