Moloney Securities Asset Management, LLC Wisdomtree Tr Interest Rate He Transaction History

Moloney Securities Asset Management, LLC

  • $787 Million
  • Q3 2025

A detailed history of Moloney Securities Asset Management, LLC transactions in Wisdomtree Tr Interest Rate He stock. As of the latest transaction made, Moloney Securities Asset Management, LLC holds 21,713 shares of HYZD stock, worth $487,239. This represents 0.06% of its overall portfolio holdings.

Number of Shares
21,713
Previous 21,377 1.57%
Holding current value
$487,239
Previous $478,000 2.09%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 05, 2025
BUY
$22.25 - $22.65 $7,476 - $7,610
336 Added 1.57%
21,713 $488,000
Q2 2025

Jul 31, 2025
SELL
$21.04 - $22.42 $736 - $784
-35 Reduced 0.16%
21,377 $478,000
Q1 2025

Apr 30, 2025
BUY
$21.89 - $22.65 $106,538 - $110,237
4,867 Added 29.42%
21,412 $468,000
Q4 2024

Jan 28, 2025
BUY
$22.04 - $22.59 $42,052 - $43,101
1,908 Added 13.04%
16,545 $367,000
Q3 2024

Oct 30, 2024
BUY
$21.43 - $22.18 $22,608 - $23,399
1,055 Added 7.77%
14,637 $324,000
Q2 2024

Jul 30, 2024
BUY
$21.78 - $22.12 $39,421 - $40,037
1,810 Added 15.38%
13,582 $296,000
Q1 2024

May 01, 2024
BUY
$21.48 - $22.17 $32,542 - $33,587
1,515 Added 14.77%
11,772 $259,000
Q4 2023

Jan 30, 2024
BUY
$20.75 - $21.84 $212,832 - $224,012
10,257 New
10,257 $221,000
Q1 2023

May 12, 2023
BUY
$20.14 - $21.3 $194,270 - $205,459
9,646 New
9,646 $200,000

Others Institutions Holding HYZD

# of Institutions
64
Shares Held
5.9M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTEREST RATE HE

HYZD Quotes by TradingView
  • Ticker HYZD
  • Sector ETFs
  • Industry ETFs
More about HYZD
Track This Portfolio

Track Moloney Securities Asset Management, LLC Portfolio

Follow Moloney Securities Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moloney Securities Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moloney Securities Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email