Baldwin Brothers »

Wisdomtree Tr brclys us aggr shares owned by Baldwin Brothers

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

Historical chart of Baldwin Brothers 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 Baldwin Brothers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr brclys us aggr by Baldwin Brothers

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.1M 92k 44.71

More positions owned by Baldwin Brothers

Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Blackstone Group Inc Com Cl A (BX)
Costco Wholesale Corporation (COST)
Visa Com Cl A (V)
Ishares Tr Tips Bd Etf (TIP)
Kla Corp Com New (KLAC)
Pepsi (PEP)
United Rentals (URI)
Waste Management (WM)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Nextera Energy (NEE)

View all positions for Baldwin Brothers

Top funds holding Wisdomtree Tr brclys us aggr

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

View all funds holding Wisdomtree Tr brclys us aggr