Pacific Capital Wealth Advisors, Inc Wisdom Tree Interest Rate Hedg Transaction History

Pacific Capital Wealth Advisors, Inc

$576 Million
Q1 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	SELL	$22.11 - $22.33 $91,314 - $92,222	-4,130 Reduced 93.27%	298 $6,000
Q4 2023 Feb 06, 2024	BUY	$21.86 - $22.46 $96,796 - $99,452	4,428 New	4,428 $97,000
Q4 2022 Feb 14, 2023	SELL	$22.63 - $46.14 $167,235 - $340,974	-7,390 Reduced 26.19%	20,822 $904,000
Q2 2022 Aug 05, 2022	SELL	$22.8 - $23.36 $130,074 - $133,268	-5,705 Reduced 16.82%	28,212 $1.29 Million
Q3 2021 Nov 30, 2021	SELL	$23.38 - $23.54 $14,963 - $15,065	-640 Reduced 1.85%	33,917 $1.59 Million
Q1 2021 May 17, 2021	BUY	$23.46 - $23.69 $810,707 - $818,655	34,557 New	34,557 $1.63 Million
Q4 2020 Feb 16, 2021	SELL	$23.4 - $23.65 $4,680 - $4,730	-200 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$23.4 - $23.69 $4,680 - $4,738	200 New	200 $9,000

Others Institutions Holding AGZD

# of Institutions

60

Shares Held

5.29M

Call Options Held

0

Put Options Held

0

About WISDOM TREE INTEREST RATE HEDG

Ticker AGZD
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