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Get Institutions for : 
Wisdomtree Barclays Us Aggregate Bond Zero Duration Fund (AGZD)  
$22.16 0.00 (-0.02%) as of 4:30 Thu 5/30


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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  : 
0.02 (0.09%)  




 
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
   Emerald Investment Partners LLC 475 *Closed 2024-03-31 0 $0 -662
   OLD MISSION CAPITAL LLC 878 *Closed 2024-03-31 0 $0 -64,030
   PRIVATE TRUST CO NA 2268 *Closed 2024-03-31 0 $0 -872
   PRINCIPAL SECURITIES INC. 3230 *Closed 2024-03-31 0 $0 -216
   MORGAN STANLEY 7357 *Closed 2024-03-31 0 $0 -1
   New Millennium Group LLC 303 *Closed 2024-03-31 0 $0 -361
   Kestra Advisory Services LLC 2464 *Closed 2024-03-31 0 $0 -28,156
   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
   TOWER RESEARCH CAPITAL LLC 6247 *Closed 2024-03-31 0 $0 -317
   AE Wealth Management LLC 2008 *Closed 2024-03-31 0 $0 -119,405
   BB&T CORP 2707 *Closed 2024-03-31 0 $0 -13,071
   Team Financial Group LLC 159 *Closed 2024-03-31 0 $0 -10,008
   GTS SECURITIES LLC 1727 *Closed 2024-03-31 0 $0 -25,729

  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results