Wisdomtree Tr brclys us aggr shares owned by Creative Planning
Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Wisdomtree Tr brclys us aggr
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All positions including Wisdomtree Tr brclys us aggr held by Creative Planning 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 Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $753k | 17k | 44.05 |
| 2025-09-30 | $752k | 17k | 44.27 |
| 2025-06-30 | $452k | 10k | 43.63 |
| 2025-03-31 | $598k | 14k | 43.43 |
| 2024-12-31 | $741k | 17k | 42.92 |
| 2024-09-30 | $690k | 15k | 44.71 |
| 2024-06-30 | $663k | 15k | 42.96 |
| 2024-03-31 | $605k | 14k | 43.40 |
| 2023-12-31 | $719k | 16k | 44.02 |
| 2023-09-30 | $658k | 16k | 41.51 |
| 2023-06-30 | $1.4M | 33k | 43.09 |
| 2023-03-31 | $1.9M | 44k | 43.69 |
| 2022-12-31 | $3.8M | 88k | 42.65 |
| 2022-09-30 | $7.7M | 183k | 42.22 |
| 2022-06-30 | $10M | 228k | 44.71 |
| 2022-03-31 | $16M | 333k | 47.85 |
| 2021-12-31 | $21M | 408k | 51.68 |
| 2021-09-30 | $415k | 8.0k | 51.87 |
| 2021-03-31 | $559k | 11k | 51.18 |
| 2020-12-31 | $610k | 11k | 53.67 |
| 2020-09-30 | $754k | 14k | 53.80 |
| 2020-06-30 | $905k | 17k | 53.80 |
| 2020-03-31 | $934k | 18k | 51.63 |
| 2019-12-31 | $1.3M | 24k | 52.25 |
| 2019-09-30 | $1.0M | 20k | 52.26 |
| 2019-06-30 | $1.1M | 21k | 51.25 |
| 2019-03-31 | $1.1M | 21k | 49.85 |
| 2018-12-31 | $1.4M | 30k | 48.23 |
| 2018-09-30 | $971k | 20k | 48.37 |
| 2018-06-30 | $994k | 21k | 48.45 |
| 2018-03-31 | $957k | 19k | 49.31 |
| 2017-12-31 | $891k | 18k | 50.73 |
| 2017-09-30 | $494k | 9.7k | 50.71 |