Envestnet Asset Management Inc Wisdom Tree Interest Rate Hedg Transaction History

Envestnet Asset Management Inc

  • $263 Billion
  • Q1 2024

A detailed history of Envestnet Asset Management Inc transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Envestnet Asset Management Inc holds 14,434 shares of AGZD stock, worth $321,878. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,434
Previous 163,908 91.19%
Holding current value
$321,878
Previous $3.59 Million 91.15%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2024
SELL
$21.83 - $22.18 $3.26 Million - $3.32 Million
-149,474 Reduced 91.19%
14,434 $318,000
Q4 2023

Feb 13, 2024
SELL
$21.86 - $22.46 $1.5 Million - $1.54 Million
-68,550 Reduced 29.49%
163,908 $3.59 Million
Q3 2023

Nov 13, 2023
BUY
$22.13 - $44.38 $4.97 Million - $9.97 Million
224,543 Added 2836.93%
232,458 $5.15 Million
Q2 2023

Aug 04, 2023
BUY
$43.4 - $44.24 $51,646 - $52,645
1,190 Added 17.7%
7,915 $350,000
Q1 2023

May 11, 2023
BUY
$43.29 - $44.12 $291,125 - $296,707
6,725 New
6,725 $292,000
Q3 2022

Nov 10, 2022
SELL
N/A
-239 Reduced 1.91%
12,242 $558,000
Q2 2022

Aug 03, 2022
SELL
N/A
-17,850 Reduced 58.85%
12,481 $569,000
Q1 2022

May 04, 2022
BUY
N/A
23,043 Added 316.18%
30,331 $1.41 Million
Q4 2021

Feb 04, 2022
BUY
N/A
65 Added 0.9%
7,288 $340,000
Q3 2021

Oct 07, 2021
BUY
N/A
739 Added 11.4%
7,223 $339,000
Q2 2021

Aug 04, 2021
SELL
N/A
-3,996 Reduced 38.13%
6,484 $305,000
Q1 2021

May 04, 2021
BUY
N/A
10,480 New
10,480 $493,000

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 Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc 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 Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email