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Wisdomtree Tr barclays zero shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Wisdomtree Tr barclays zero (AGZD) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Wisdomtree Tr barclays zero

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr barclays zero held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr barclays zero by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $988k 45k 21.92
2023-09-30 $1.1M 50k 22.16
2023-06-30 $1.1M 25k 44.24
2023-03-31 $1.2M 27k 43.53

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View all positions for Cape Investment Advisory

Top funds holding Wisdomtree Tr barclays zero

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

View all funds holding Wisdomtree Tr barclays zero