Wisdomtree Tr brclys us aggr shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Wisdomtree Tr brclys us aggr
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Quarterly reported holdings in Wisdomtree Tr brclys us aggr by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 50k | 44.27 |
| 2025-06-30 | $2.0M | 46k | 43.63 |
| 2025-03-31 | $1.5M | 34k | 43.43 |
| 2024-12-31 | $1.9M | 44k | 42.92 |
| 2024-09-30 | $1.9M | 43k | 44.71 |
| 2024-06-30 | $1.6M | 36k | 42.96 |
| 2024-03-31 | $1.5M | 36k | 43.40 |
| 2023-12-31 | $3.5M | 80k | 44.02 |
| 2023-09-30 | $766k | 18k | 41.51 |
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