Capital A Wealth Management »

Wisdomtree Tr brclys us aggr shares owned by Capital A Wealth Management

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

Historical chart of Capital A 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 Capital A 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 Capital A Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $13k 286 44.02

More positions owned by Capital A Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
PNC Financial Services (PNC)
Huntington Bancshares Incorporated (HBAN)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Meta Platforms Cl A (META)
Ishares Tr Rus 2000 Grw Etf (IWO)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Capital A Wealth Management

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