A detailed history of New Edge Advisors, LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, New Edge Advisors, LLC holds 13,157 shares of AGZD stock, worth $292,611. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,157
Previous 12,663 3.9%
Holding current value
$292,611
Previous $277,000 4.69%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2024

BUY
$21.83 - $22.18 $10,784 - $10,956
494 Added 3.9%
13,157 $290,000
Q4 2023

Feb 13, 2024

BUY
$21.86 - $22.46 $276,813 - $284,410
12,663 New
12,663 $277,000
Q4 2022

Feb 14, 2023

BUY
$43.4 - $46.14 $130 - $138
3 New
3 $0

Others Institutions Holding AGZD

About WISDOM TREE INTEREST RATE HEDG


  • Ticker AGZD
  • Sector ETFs
  • Industry ETFs
More about AGZD
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, 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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.