Wisdomtree Tr barclays zero shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Wisdomtree Tr barclays zero (AGZD) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Wisdomtree Tr barclays zero
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Quarterly reported holdings in Wisdomtree Tr barclays zero by CliftonLarsonAllen Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $409k | 18k | 22.46 |
2024-09-30 | $408k | 18k | 22.42 |
2024-06-30 | $406k | 18k | 22.30 |
2024-03-31 | $402k | 18k | 22.08 |
2023-12-31 | $399k | 18k | 21.92 |
2023-09-30 | $403k | 18k | 22.16 |
2023-06-30 | $628k | 14k | 44.24 |
2023-03-31 | $862k | 20k | 43.53 |
2022-12-31 | $16M | 376k | 43.46 |
2022-09-30 | $2.7M | 60k | 45.59 |
2022-06-30 | $3.4M | 76k | 45.59 |
2022-03-31 | $2.4M | 51k | 46.45 |
2021-12-31 | $4.4M | 95k | 46.68 |
2018-12-31 | $7.6M | 161k | 47.26 |
2018-09-30 | $799k | 17k | 47.98 |
2016-12-31 | $810k | 17k | 48.28 |
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