First Wilshire Securities Management Inc Wisdom Tree Interest Rate Hedg Transaction History

First Wilshire Securities Management Inc

  • $342 Million
  • Q1 2024

A detailed history of First Wilshire Securities Management Inc transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, First Wilshire Securities Management Inc holds 15,242 shares of AGZD stock, worth $339,896. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,242
Previous 16,400 7.06%
Holding current value
$339,896
Previous $359,000 6.13%
% of portfolio
0.1%
Previous 0.12%

Shares

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

May 15, 2024
SELL
$21.83 - $22.18 $25,279 - $25,684
-1,158 Reduced 7.06%
15,242 $337,000
Q3 2023

Nov 14, 2023
BUY
$22.13 - $44.38 $181,466 - $363,916
8,200 Added 100.0%
16,400 $363,000
Q4 2022

Feb 14, 2023
SELL
$43.4 - $46.14 $13,020 - $13,842
-300 Reduced 3.53%
8,200 $356,000
Q2 2021

Aug 17, 2021
BUY
N/A
8,500 New
8,500 $400,000

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 First Wilshire Securities Management Inc Portfolio

Follow First Wilshire Securities 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 First Wilshire Securities Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on First Wilshire Securities Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email