Wisdomtree Tr brclys us aggr shares owned by Beacon Financial
Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial 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 Beacon Financial 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 Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $737k | 17k | 44.27 |
| 2025-06-30 | $3.5M | 80k | 43.63 |
| 2025-03-31 | $4.2M | 96k | 43.43 |
| 2024-12-31 | $4.1M | 97k | 42.92 |
| 2024-09-30 | $8.0M | 180k | 44.71 |
| 2024-06-30 | $2.2M | 51k | 42.96 |
| 2024-03-31 | $1.5M | 36k | 43.40 |
| 2023-12-31 | $270k | 6.1k | 44.02 |
| 2023-06-30 | $752k | 18k | 42.99 |
| 2023-03-31 | $759k | 17k | 43.91 |
| 2022-12-31 | $771k | 18k | 42.68 |
| 2022-09-30 | $772k | 18k | 42.35 |
| 2022-06-30 | $815k | 18k | 44.49 |
| 2022-03-31 | $841k | 18k | 47.92 |
| 2021-12-31 | $859k | 17k | 51.35 |
| 2021-09-30 | $926k | 18k | 52.45 |
| 2021-06-30 | $926k | 18k | 52.85 |
| 2021-03-31 | $948k | 18k | 53.31 |
| 2020-12-31 | $948k | 18k | 53.31 |
| 2020-09-30 | $911k | 17k | 53.83 |
| 2020-06-30 | $800k | 15k | 53.81 |
| 2020-03-31 | $863k | 17k | 51.76 |
| 2019-12-31 | $740k | 14k | 52.26 |