Wbi Investments, Inc. Wisdom Tree Interest Rate Hedg Transaction History

Wbi Investments, Inc.

$364 Million
Q3 2025

A detailed history of Wbi Investments, Inc. transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Wbi Investments, Inc. holds 78,032 shares of AGZD stock, worth $1.75 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

78,032

Previous 96,233 18.91%

Holding current value

$1.75 Million

Previous $2.14 Million 17.95%

% of portfolio

0.48%

Previous 0.59%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 20, 2025	SELL	$22.27 - $22.51 $405,336 - $409,704	-18,201 Reduced 18.91%	78,032 $1.76 Million
Q2 2025 Aug 11, 2025	BUY	$22.06 - $22.48 $1.22 Million - $1.24 Million	55,362 Added 135.46%	96,233 $2.14 Million
Q1 2025 May 22, 2025	SELL	$22.27 - $22.65 $1.03 Million - $1.05 Million	-46,211 Reduced 53.07%	40,871 $913,000
Q4 2024 Feb 14, 2025	SELL	$22.28 - $22.66 $1.46 Million - $1.49 Million	-65,550 Reduced 42.95%	87,082 $1.96 Million
Q3 2024 Nov 12, 2024	BUY	$22.11 - $22.46 $3.37 Million - $3.43 Million	152,632 New	152,632 $3.42 Million

Others Institutions Holding AGZD

# of Institutions

Shares Held

3.16M

Call Options Held

Put Options Held

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About WISDOM TREE INTEREST RATE HEDG

Ticker AGZD
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Wbi Investments, Inc. Wisdom Tree Interest Rate Hedg Transaction History