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Wisdomtree Tr brclys us aggr shares owned by Claro Advisors

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

Historical chart of Claro Advisors 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 Claro Advisors 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 Claro Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $553k 13k 43.40
2023-12-31 $551k 13k 44.02
2023-09-30 $527k 13k 41.51
2023-06-30 $543k 13k 43.09
2023-03-31 $492k 11k 43.69
2022-12-31 $331k 7.8k 42.65

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Top funds holding Wisdomtree Tr brclys us aggr

Bank of America Corporation
CWM
Wealth Enhancement Advisory Services
SimpliFi
Savant Capital Management
UBS Group
AE Wealth Management
Trilogy Capital
Mercer Global Advisors
Private Advisor
Prestige Wealth Management Group
Symphony Financial
First Foundation Advisors
Schwallier Wealth Management
Sequoia Financial Advisors

View all funds holding Wisdomtree Tr brclys us aggr