Wisdomtree Tr brclys us aggr shares owned by Betterment
Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Wisdomtree Tr brclys us aggr
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Quarterly reported holdings in Wisdomtree Tr brclys us aggr by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 35k | 44.28 |
| 2025-06-30 | $1.5M | 34k | 43.63 |
| 2025-03-31 | $1.5M | 34k | 43.43 |
| 2024-12-31 | $1.4M | 33k | 42.93 |
| 2024-09-30 | $1.1M | 25k | 44.72 |
| 2024-06-30 | $934k | 22k | 42.96 |
| 2024-03-31 | $867k | 20k | 43.41 |
| 2023-12-31 | $828k | 19k | 44.02 |
| 2023-09-30 | $748k | 18k | 41.50 |
| 2023-06-30 | $769k | 18k | 43.09 |
| 2023-03-31 | $875k | 20k | 43.68 |
| 2022-12-31 | $808k | 19k | 42.63 |
| 2022-09-30 | $806k | 18k | 44.69 |
| 2022-06-30 | $806k | 18k | 44.69 |
| 2022-03-31 | $741k | 16k | 47.88 |
| 2021-12-31 | $486k | 9.4k | 51.72 |