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Wisdomtree Tr barclays zero shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr barclays zero (AGZD) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Wisdomtree Tr barclays zero

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr barclays zero held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr barclays zero by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $76k 3.5k 22.08
2023-12-31 $76k 3.5k 21.92
2023-09-30 $77k 3.5k 22.16
2023-06-30 $153k 3.4k 44.24

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding Wisdomtree Tr barclays zero

Bank of America Corporation
Trilogy Capital
Win Advisors
Jane Street
HighTower Advisors
Captrust Financial Advisors
McAdam
Sykon Capital
Silver Oak Securities
AE Wealth Management
Advisor Group Holdings
Stifel Financial
Capital Investment Advisory Services
Cambridge Investment Research Advisors
Tower Wealth Partners

View all funds holding Wisdomtree Tr barclays zero