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Wisdomtree Tr brclys us aggr shares owned by American Financial & Tax Strategies

Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by American Financial & Tax Strategies from 13F filings

Historical chart of American Financial & Tax Strategies 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 American Financial & Tax Strategies 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 American Financial & Tax Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.0M 71k 42.96
2024-03-31 $3.1M 71k 43.40
2023-12-31 $3.1M 71k 44.02

More positions owned by American Financial & Tax Strategies

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Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Wisdomtree Tr Us Hgh Yld Corp (WFHY)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Graniteshares Etf Tr Bbg Commd K 1 (COMB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for American Financial & Tax Strategies

Top funds holding Wisdomtree Tr brclys us aggr

Bank of America Corporation
LPL Financial
CWM
Envestnet Asset Management
Mercer Global Advisors
UBS Group
SimpliFi
Savant Capital Management
Trilogy Capital
HighTower Advisors
Prestige Wealth Management Group
Private Advisor
First Foundation Advisors
Symphony Financial
Morgan Stanley

View all funds holding Wisdomtree Tr brclys us aggr