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Wisdomtree Tr brclys us aggr shares owned by Arkadios Wealth Advisors

Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by Arkadios Wealth Advisors from 13F filings

Historical chart of Arkadios Wealth Advisors investment in Wisdomtree Tr brclys us aggr

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All positions including Wisdomtree Tr brclys us aggr held by Arkadios Wealth Advisors 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 Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $457k 10k 44.27
2025-06-30 $330k 7.6k 43.63

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Top funds holding Wisdomtree Tr brclys us aggr

LPL Financial
CWM
Mercer Global Advisors
HighTower Advisors
Prestige Wealth Management Group
Savant Capital Management
UBS Group
Private Advisor
First Foundation Advisors
Ameriprise Financial
Atria Investments
Citizens Financial Group
Raymond James Financial
GSB Wealth Management
Smartleaf Asset Management

View all funds holding Wisdomtree Tr brclys us aggr