Horizon Investments, LLC Wisdom Tree Interest Rate Hedg Transaction History

Horizon Investments, LLC

$9.74 Billion
Q3 2025

A detailed history of Horizon Investments, LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Horizon Investments, LLC holds 663 shares of AGZD stock, worth $14,897. This represents 0.0% of its overall portfolio holdings.

Number of Shares

663

Holding current value

$14,897

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$22.27 - $22.51 $14,765 - $14,924	663 New	663 $14,000

Others Institutions Holding AGZD

# of Institutions

Shares Held

3.14M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

448K
Shares

$10.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

347K
Shares

$7.81 Million
0.0% of portfolio
Barber Financial Group, Inc.

298K
Shares

$6.69 Million
2.28% of portfolio
Mc Adam, LLC

244K
Shares

$5.49 Million
0.28% of portfolio
Captrust Financial Advisors Raleigh, NC

210K
Shares

$4.71 Million
0.01% of portfolio

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About WISDOM TREE INTEREST RATE HEDG

Ticker AGZD
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Horizon Investments, LLC Wisdom Tree Interest Rate Hedg Transaction History