Gladstone Institutional Advisory LLC Wisdom Tree Interest Rate Hedg Transaction History

Gladstone Institutional Advisory LLC

  • $2.07 Billion
  • Q1 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 18,421 shares of AGZD stock, worth $412,077. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,421
Previous 48,629 62.12%
Holding current value
$412,077
Previous $1.09 Million 62.36%
% of portfolio
0.02%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$22.27 - $22.65 $672,732 - $684,211
-30,208 Reduced 62.12%
18,421 $411,000
Q4 2024

Jan 29, 2025
SELL
$22.28 - $22.66 $762,087 - $775,085
-34,205 Reduced 41.29%
48,629 $1.09 Million
Q3 2024

Oct 28, 2024
BUY
$22.11 - $22.46 $1.83 Million - $1.86 Million
82,834 New
82,834 $1.86 Million

Others Institutions Holding AGZD

# of Institutions
63
Shares Held
4.92M
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 Gladstone Institutional Advisory LLC Portfolio

Follow Gladstone Institutional Advisory 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 Gladstone Institutional Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email