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Wisdomtree Tr barclays zero shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Wisdomtree Tr barclays zero

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All positions including Wisdomtree Tr barclays zero held by Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $23M 1.0M 22.42
2024-03-31 $23M 1.0M 22.24

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Wisdomtree Tr barclays zero

Modern Wealth Management
Trilogy Capital
LPL Financial
Bank of America Corporation
Win Advisors
HighTower Advisors
Captrust Financial Advisors
McAdam
WBI Investments
Silver Oak Securities
Ameritas Advisory Services
AXS Investments
Stifel Financial
Cambridge Investment Research Advisors
Gladstone Institutional Advisory

View all funds holding Wisdomtree Tr barclays zero