Moloney Securities Asset Management, LLC Wisdomtree Tr Interest Rate He Transaction History

Moloney Securities Asset Management, LLC

$664 Million
Q1 2025

A detailed history of Moloney Securities Asset Management, LLC transactions in Wisdomtree Tr Interest Rate He stock. As of the latest transaction made, Moloney Securities Asset Management, LLC holds 21,412 shares of HYZD stock, worth $479,200. This represents 0.07% of its overall portfolio holdings.

Number of Shares

21,412

Previous 16,545 29.42%

Holding current value

$479,200

Previous $367,000 27.52%

% of portfolio

0.07%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$21.89 - $22.65 $106,538 - $110,237	4,867 Added 29.42%	21,412 $468,000
Q4 2024 Jan 28, 2025	BUY	$22.04 - $22.59 $42,052 - $43,101	1,908 Added 13.04%	16,545 $367,000
Q3 2024 Oct 30, 2024	BUY	$21.43 - $22.18 $22,608 - $23,399	1,055 Added 7.77%	14,637 $324,000
Q2 2024 Jul 30, 2024	BUY	$21.78 - $22.12 $39,421 - $40,037	1,810 Added 15.38%	13,582 $296,000
Q1 2024 May 01, 2024	BUY	$21.48 - $22.17 $32,542 - $33,587	1,515 Added 14.77%	11,772 $259,000
Q4 2023 Jan 30, 2024	BUY	$20.75 - $21.84 $212,832 - $224,012	10,257 New	10,257 $221,000
Q1 2023 May 12, 2023	BUY	$20.14 - $21.3 $194,270 - $205,459	9,646 New	9,646 $200,000

Others Institutions Holding HYZD

# of Institutions

Shares Held

6.29M

Call Options Held

Put Options Held

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About WISDOMTREE TR INTEREST RATE HE

Ticker HYZD
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Moloney Securities Asset Management, LLC Wisdomtree Tr Interest Rate He Transaction History