Wisdomtree Tr barclays zero shares owned by AE Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr barclays zero (AGZD) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE 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 AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wisdomtree Tr barclays zero by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18k | 792 | 22.50 |
| 2025-06-30 | $18k | 805 | 22.23 |
| 2025-03-31 | $18k | 805 | 22.35 |
| 2024-12-31 | $18k | 805 | 22.46 |
| 2023-12-31 | $2.6M | 119k | 21.91 |
| 2022-06-30 | $24M | 524k | 45.59 |
| 2022-03-31 | $25M | 534k | 46.44 |
| 2021-03-31 | $207k | 4.4k | 46.91 |
| 2020-03-31 | $338k | 7.3k | 46.01 |
| 2019-12-31 | $910k | 19k | 48.05 |
| 2019-09-30 | $954k | 20k | 47.78 |
| 2019-06-30 | $880k | 19k | 47.64 |
| 2019-03-31 | $692k | 15k | 47.76 |