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 $8.56 Million. This represents 4.7% of its overall portfolio holdings.

Number of Shares

382,502

Previous 41,271 826.81%

Holding current value

$8.56 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

4.92M

Call Options Held

Put Options Held

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About WISDOM TREE INTEREST RATE HEDG

Ticker AGZD
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