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
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr barclays zero held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wisdomtree Tr barclays zero by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 167k | 22.50 |
| 2025-06-30 | $4.3M | 195k | 22.23 |
| 2025-03-31 | $4.4M | 199k | 22.35 |
| 2024-12-31 | $4.5M | 201k | 22.46 |
| 2024-09-30 | $23M | 1.0M | 22.42 |
| 2024-06-30 | $21M | 935k | 22.30 |
| 2024-03-31 | $24M | 1.1M | 22.08 |
| 2023-12-31 | $20M | 905k | 21.92 |