Fermata Advisors, LLC Wisdom Tree Interest Rate Hedg Transaction History

Fermata Advisors, LLC

$495 Million
Q1 2025

A detailed history of Fermata Advisors, LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Fermata Advisors, LLC holds 21,237 shares of AGZD stock, worth $474,859. This represents 0.1% of its overall portfolio holdings.

Number of Shares

21,237

Holding current value

$474,859

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 10, 2025	BUY	$22.27 - $22.65 $472,947 - $481,018	21,237 New	21,237 $474,000

Others Institutions Holding AGZD

# of Institutions

Shares Held

5.1M

Call Options Held

Put Options Held

Trilogy Capital Inc.

900K
Shares

$20.1 Million
1.07% of portfolio
Bank Of America Corp Charlotte, NC

599K
Shares

$13.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

579K
Shares

$12.9 Million
0.01% of portfolio
Barber Financial Group, Inc.

298K
Shares

$6.65 Million
2.28% of portfolio
Envestnet Asset Management Inc

262K
Shares

$5.87 Million
0.0% of portfolio

View Full List

About WISDOM TREE INTEREST RATE HEDG

Ticker AGZD
Sector ETFs
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Fermata Advisors, LLC Wisdom Tree Interest Rate Hedg Transaction History