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Wisdomtree Tr barclays zero shares owned by Clear Point Advisors

Quarter-by-quarter ownership of Wisdomtree Tr barclays zero (AGZD) shares owned by Clear Point Advisors from 13F filings

Historical chart of Clear Point Advisors investment in Wisdomtree Tr barclays zero

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All positions including Wisdomtree Tr barclays zero held by Clear Point Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr barclays zero by Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $43k 1.9k 22.42
2024-06-30 $42k 1.9k 22.30
2024-03-31 $52k 2.3k 22.08
2023-12-31 $51k 2.3k 21.92

More positions owned by Clear Point Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Wisdomtree Tr Floatng Rat Trea (USFR)
Graniteshares Gold Tr Shs Ben Int (BAR)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Clear Point Advisors

Top funds holding Wisdomtree Tr barclays zero

Trilogy Capital
Bank of America Corporation
LPL Financial
Envestnet Asset Management
Captrust Financial Advisors
McAdam
Modern Wealth Management
HighTower Advisors
Hershey Financial Advisers
H D Vest Advisory Services
Silver Oak Securities
WBI Investments
Sykon Capital
Stifel Financial
AXS Investments

View all funds holding Wisdomtree Tr barclays zero