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Wisdomtree Tr brclys us aggr shares owned by Atticus Wealth Management

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

Historical chart of Atticus Wealth Management 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 Atticus Wealth Management 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 Atticus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $22k 502 43.65
2025-03-31 $31k 704 43.41
2024-12-31 $281k 6.6k 42.92
2024-09-30 $332k 7.4k 44.71

More positions owned by Atticus Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr S&p 100 Etf (OEF)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Coca-Cola Company (KO)
Vanguard Whitehall Fds High Div Yld (VYM)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)

View all positions for Atticus Wealth Management

Top funds holding Wisdomtree Tr brclys us aggr

LPL Financial
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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