Dogwood Wealth Management LLC Wisdom Tree Interest Rate Hedg Transaction History

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024

A detailed history of Dogwood Wealth Management LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 230,479 shares of AGZD stock, worth $5.17 Million. This represents 2.97% of its overall portfolio holdings.

Number of Shares
230,479
Previous 8,763 2530.14%
Holding current value
$5.17 Million
Previous $193 Million 2570.64%
% of portfolio
2.97%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Feb 28, 2025
BUY
$22.11 - $22.46 $4.9 Million - $4.98 Million
221,716 Added 2530.14%
230,479 $5.17 Billion
Q1 2024

Feb 28, 2025
BUY
$21.83 - $22.18 $20,847 - $21,181
955 Added 12.23%
8,763 $193 Million
Q4 2023

Feb 28, 2025
BUY
$21.86 - $22.46 $170,682 - $175,367
7,808 New
7,808 $171 Million

Others Institutions Holding AGZD

# of Institutions
63
Shares Held
5.11M
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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