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Get Institutions for : 
Wisdomtree Barclays Us Aggregate Bond Zero Duration Fund (AGZD)  
$22.17 0.02 (0.09%) as of 4:30 Tue 5/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 64    4
Total shares held : 
 6,271,178  
% of shares held : 
 13.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -668,443  
% of shares held change : 
   -1.45%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $22.18  
Last Quarter's Ending Price : 
 $21.92  
Last Quarter's Average Price : 
 $22.14  
Change from last quarter's     
avg. price to the last closing  : 
0.03 (0.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 190,181
 3.03%
 
Increased Positions :
19
 625,671
 9.98%
 
Unchanged Positions :
14
 1,077,521
 17.18%
 
Decreased Positions :
23
-1,332,302
-21.24%
 
Closed Positions :
4
-151,993
-2.42%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Modern Wealth Management LLC 10 - 2023-12-31 900,778 $19,745,000 0
   BANK OF AMERICA CORP /DE/ 1919 - 2023-12-31 783,840 $17,182,000 -123,774
   Trilogy Capital Inc. 33 - 2024-03-31 700,133 $15,459,000 -14,420
   LPL FINANCIAL CORP 1044 - 2023-12-31 638,464 $13,995,000 -9,701
   Barber Financial Group Inc. 10 - 2023-03-31 297,579 $12,954,000 8,045
   WIN ADVISORS INC 10 - 2024-03-31 518,394 $11,446,000 518,394
   JANE STREET GROUP LLC 978 - 2023-12-31 421,272 $9,234,000 402,732
   HIGHTOWER ADVISORS, LLC 895 - 2023-12-31 260,582 $5,713,000 23,288
   CAPTRUST FINANCIAL ADVISORS 531 - 2023-12-31 249,529 $5,470,000 -19,373
   McAdam LLC 50 - 2024-03-31 206,712 $4,564,000 28,047
   ENVESTNET ASSET MANAGEMENT INC 2107 - 2023-12-31 163,908 $3,593,000 -68,550
   SYKON CAPITAL LLC 29 - 2023-12-31 161,594 $3,542,000 38,621
   SILVER OAK SECURITIES Inc 62 - 2023-12-31 120,362 $2,638,000 -95,599
   AE Wealth Management LLC 809 *New 2023-12-31 119,405 $2,616,000 119,405
   Advisor Group Holdings Inc. 1708 - 2023-12-31 111,511 $2,446,000 -148,948
   STIFEL FINANCIAL CORP 1554 - 2023-12-31 106,228 $2,329,000 0
   Capital Investment Advisory Services LLC 95 - 2024-03-31 102,826 $2,270,000 -3,605
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1188 - 2024-03-31 100,570 $2,221,000 5,127
   Tower Wealth Partners Inc. 14 - 2024-03-31 90,605 $2,001,000 3,158
   MML INVESTORS SERVICES LLC 1091 - 2023-12-31 76,658 $1,680,000 12,973
   QUANTITATIVE ADVANTAGE LLC 76 - 2023-03-31 35,473 $1,544,000 1,490
   EQIS CAPITAL MANAGEMENT, INC. 154 - 2023-12-31 70,070 $1,536,000 -68,141
   OLD MISSION CAPITAL LLC 347 - 2023-12-31 64,030 $1,404,000 35,599
   MARINER WEALTH ADVISORS, LLC 1265 - 2023-12-31 59,191 $1,297,000 -35,928
   Sigma Planning Corp - 2024-03-31 57,298 $1,265,000 29,300
   Capital Analysts Inc. 208 - 2023-12-31 56,080 $1,229,000 1,909
   Private Advisor Group LLC - 2024-03-31 53,003 $1,170,000 8,445
   CITADEL ADVISORS LLC 2839 - 2023-12-31 50,138 $1,099,000 50,138
   UBS Group AG 3352 - 2023-12-31 49,448 $1,084,000 2,009
   Cape Investment Advisory Inc. 41 - 2023-12-31 45,081 $988,000 -5,292
   Lee Financial Group Hawaii Inc. 13 - 2024-03-31 42,348 $935,000 1,830
   Empirical Asset Management LLC 51 - 2023-12-31 35,131 $770,000 -646
   ROYAL BANK OF CANADA 3386 - 2023-12-31 31,284 $686,000 21,056
   Kestra Advisory Services LLC 1388 - 2023-12-31 28,156 $617,000 5,959
   GTS SECURITIES LLC 849 *New 2023-12-31 25,729 $564,000 25,729
   INTERACTIVE FINANCIAL ADVISORS 58 - 2024-03-31 22,800 $503,000 16,763
   COMMONWEALTH EQUITY SERVICES LLC. 2800 - 2024-03-31 22,362 $494,000 158
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - 2024-03-31 18,188 $402,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4066 - 2023-12-31 18,116 $397,000 5,738
   Syntegra Private Wealth Group LLC 81 - 2023-12-31 17,462 $383,000 0
   FIRST WILSHIRE SECURITIES MANAGEMENT INC 67 - 2023-12-31 16,400 $359,000 0
   Goodman Advisory Group LLC 57 - 2023-12-31 15,637 $343,000 -89,968
   Main Line Retirement Advisors LLC 24 - 2024-03-31 14,776 $342,000 -2,955
   Connectus Wealth LLC 446 - 2023-12-31 14,243 $312,000 -754
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 13,969 $308,000 2,931
   RDA Financial Network 187 - 2024-03-31 13,136 $290,000 -96
   BB&T CORP 2278 *New 2023-12-31 13,071 $287,000 13,071
   Goss Wealth Management LLC 1557 *New 2023-12-31 12,663 $278,000 12,663
   Significant Wealth Partners LLC 121 - 2023-12-31 12,035 $264,000 0
   Team Financial Group LLC 30 - 2023-12-31 10,008 $219,000 -92
   MATHER GROUP, INC. 586 *New 2024-03-31 7,114 $156,000 7,114
   PACIFIC CAPITAL WEALTH ADVISORS INC 99 *New 2023-12-31 4,428 $97,000 4,428
   Cherry Tree Wealth Management LLC - 2024-03-31 3,458 $76,000 0
   Front Row Advisors LLC 182 - 2023-12-31 2,350 $52,000 -92
   NATIONAL BANK OF CANADA /FI/ 1842 - 2023-12-31 865 $19,000 0
   ICA Group Wealth Management LLC 779 - 2023-12-31 718 $16,000 718
   New Millennium Group LLC 218 *New 2023-12-31 361 $8,000 361
   TOWER RESEARCH CAPITAL LLC 4676 *New 2023-12-31 317 $7,000 317
   Investors Research Corp 789 - 2023-12-31 310 $7,000 0
   PRINCIPAL SECURITIES INC. 2479 - 2023-12-31 216 $5,000 0
   Creekmur Asset Management LLC - 2023-12-31 208 $5,000 0
   Financial Gravity Wealth Inc. 537 - 2023-12-31 47 $1,000 0
   Foundations Investment Advisors LLC 663 *Closed 2023-12-31 0 $0 -45,543
   Emerald Investment Partners LLC 475 *Closed 2024-03-31 0 $0 -662
   WELLS FARGO & CO/MN 6053 - 2023-12-31 0 $0 -1
   FMR LLC 4863 - 2023-12-31 2 $0 -109
   PRIVATE TRUST CO NA 2268 *Closed 2024-03-31 0 $0 -872
   MORGAN STANLEY 7416 - 2023-12-31 1 $0 1
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   PARK AVENUE SECURITIES LLC 1366 *Closed 2024-03-31 0 $0 -14,207
   Main Street Financial Solutions LLC 515 *Closed 2024-03-31 0 $0 -100,935
  71 Records found
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