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Wisdomtree Tr brclys us aggr shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Wisdomtree Tr brclys us aggr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr brclys us aggr held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr brclys us aggr by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.8M 225k 43.48

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Wisdomtree Tr brclys us aggr

Bank of America Corporation
LPL Financial
Mercer Global Advisors
CWM
Savant Capital Management
Prime Capital Investment Advisors
Prestige Wealth Management Group
UBS Group
HighTower Advisors
WealthPlan Investment Management
Raymond James Financial
First Foundation Advisors
GSB Wealth Management
Citizens Financial Group
Kestra Private Wealth Services

View all funds holding Wisdomtree Tr brclys us aggr