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Wisdomtree Tr barclays zero shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Wisdomtree Tr barclays zero

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr barclays zero held by Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.5M 250k 21.92
2023-09-30 $6.0M 269k 22.16
2023-06-30 $5.4M 122k 44.24

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Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Wisdomtree Tr barclays zero

Bank of America Corporation
Trilogy Capital
Win Advisors
Jane Street
HighTower Advisors
Captrust Financial Advisors
McAdam
Sykon Capital
Silver Oak Securities
AE Wealth Management
Advisor Group Holdings
Stifel Financial
Capital Investment Advisory Services
Cambridge Investment Research Advisors
Tower Wealth Partners

View all funds holding Wisdomtree Tr barclays zero