Strategic Wealth Advisors Group, LLC Wisdom Tree Interest Rate Hedg Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Wisdom Tree Interest Rate Hedg stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 47,574 shares of AGZD stock, worth $1.05 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

47,574

Previous 54,417 12.58%

Holding current value

$1.05 Million

Previous $2.5 Million 13.31%

% of portfolio

0.09%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$22.73 - $23.08 $155,541 - $157,936	-6,843 Reduced 12.58%	47,574 $2.17 Million
Q2 2022 Aug 12, 2022	BUY	$22.8 - $23.36 $28,978 - $29,690	1,271 Added 2.39%	54,417 $2.5 Million
Q1 2022 May 10, 2022	BUY	$23.0 - $23.4 $1.22 Million - $1.24 Million	53,146 New	53,146 $2.47 Million
Q4 2019 Feb 10, 2020	SELL	$23.8 - $24.11 $315,945 - $320,060	-13,275 Closed	0 $0
Q3 2019 Nov 04, 2019	BUY	$23.82 - $24.0 $26,011 - $26,208	1,092 Added 8.96%	13,275 $635,000
Q2 2019 Aug 13, 2019	BUY	N/A	868 Added 7.67%	12,183 $581,000
Q1 2019 May 02, 2019	BUY	N/A	330 Added 3.0%	11,315 $0
Q4 2018 Feb 12, 2019	BUY	N/A	10,985 New	10,985 $521,000

Others Institutions Holding AGZD

# of Institutions

Shares Held

5.06M

Call Options Held

Put Options Held

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About WISDOM TREE INTEREST RATE HEDG

Ticker AGZD
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Strategic Wealth Advisors Group, LLC Wisdom Tree Interest Rate Hedg Transaction History