Creekmur Asset Management »

Wisdomtree Tr brclys us aggr shares owned by Creekmur Asset Management

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

Historical chart of Creekmur Asset 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 Creekmur Asset 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 Creekmur Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1k 47 44.02

More positions owned by Creekmur Asset Management

Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD)
First Tr Exchng Traded Fd Vi Ft Cboe Vest Fd (BUFQ)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Intermediate Dur (FIIG)
Ishares Tr Core S&p Scp Etf (IJR)
Caterpillar (CAT)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Creekmur Asset Management

Top funds holding Wisdomtree Tr brclys us aggr

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

View all funds holding Wisdomtree Tr brclys us aggr