Win Advisors, Inc Wisdom Tree Interest Rate Hedg Transaction History

Win Advisors, Inc

$182 Million
Q1 2025

A detailed history of Win Advisors, Inc transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Win Advisors, Inc holds 382,502 shares of AGZD stock, worth $8.5 Million. This represents 4.7% of its overall portfolio holdings.

Number of Shares

382,502

Previous 41,271 826.81%

Holding current value

$8.5 Million

Previous $926,000 823.11%

% of portfolio

4.7%

Previous 0.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$22.27 - $22.65 $7.6 Million - $7.73 Million	341,231 Added 826.81%	382,502 $8.55 Million
Q4 2024 Jan 27, 2025	SELL	$22.28 - $22.66 $9.31 Million - $9.47 Million	-417,878 Reduced 91.01%	41,271 $926,000
Q3 2024 Oct 31, 2024	SELL	$22.11 - $22.46 $576,872 - $586,003	-26,091 Reduced 5.38%	459,149 $10.3 Million
Q2 2024 Aug 02, 2024	SELL	$22.11 - $22.33 $733,034 - $740,328	-33,154 Reduced 6.4%	485,240 $10.8 Million
Q1 2024 Apr 24, 2024	BUY	$21.83 - $22.18 $11.3 Million - $11.5 Million	518,394 New	518,394 $11.4 Million
Q3 2023 Oct 30, 2023	BUY	$22.13 - $44.38 $1.48 Million - $2.97 Million	67,034 Added 850.9%	74,912 $1.66 Million
Q2 2023 Jul 13, 2023	SELL	$43.4 - $44.24 $5,468 - $5,574	-126 Reduced 1.57%	7,878 $348,000
Q1 2023 Apr 28, 2023	BUY	$43.29 - $44.12 $346,493 - $353,136	8,004 New	8,004 $348,000

Others Institutions Holding AGZD

# of Institutions

Shares Held

5.19M

Call Options Held

Put Options Held

View Full List

About WISDOM TREE INTEREST RATE HEDG

Ticker AGZD
Sector ETFs
Industry ETFs

More about AGZD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Win Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Win Advisors, Inc with notifications on news.

Account