Captrust Financial Advisors Wisdom Tree Interest Rate Hedg Transaction History

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025

A detailed history of Captrust Financial Advisors transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Captrust Financial Advisors holds 209,628 shares of AGZD stock, worth $4.71 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
209,628
Previous 225,858 7.19%
Holding current value
$4.71 Million
Previous $5.02 Million 6.06%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 19, 2025
SELL
$22.27 - $22.51 $361,442 - $365,337
-16,230 Reduced 7.19%
209,628 $4.72 Million
Q2 2025

Aug 14, 2025
SELL
$22.06 - $22.48 $53,296 - $54,311
-2,416 Reduced 1.06%
225,858 $5.02 Million
Q1 2025

May 14, 2025
SELL
$22.27 - $22.65 $8,128 - $8,267
-365 Reduced 0.16%
228,274 $5.1 Million
Q4 2024

Feb 14, 2025
BUY
$22.28 - $22.66 $43,423 - $44,164
1,949 Added 0.86%
228,639 $5.14 Million
Q3 2024

Nov 14, 2024
SELL
$22.11 - $22.46 $42,915 - $43,594
-1,941 Reduced 0.85%
226,690 $5.08 Million
Q2 2024

Aug 14, 2024
SELL
$22.11 - $22.33 $227,843 - $230,110
-10,305 Reduced 4.31%
228,631 $5.1 Million
Q1 2024

May 15, 2024
SELL
$21.83 - $22.18 $231,245 - $234,952
-10,593 Reduced 4.25%
238,936 $5.28 Million
Q4 2023

Feb 14, 2024
SELL
$21.86 - $22.46 $423,493 - $435,117
-19,373 Reduced 7.2%
249,529 $5.47 Million
Q3 2023

Nov 14, 2023
BUY
$22.13 - $44.38 $3.25 Million - $6.52 Million
146,840 Added 120.3%
268,902 $5.96 Million
Q2 2023

Aug 14, 2023
BUY
$43.4 - $44.24 $5.3 Million - $5.4 Million
122,062 New
122,062 $5.4 Million

Others Institutions Holding AGZD

# of Institutions
52
Shares Held
3.14M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOM TREE INTEREST RATE HEDG

AGZD Quotes by TradingView
  • Ticker AGZD
  • Sector ETFs
  • Industry ETFs
More about AGZD
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