David Kennon »

Wisdomtree Tr brclys us aggr shares owned by David Kennon

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

Historical chart of David Kennon 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 David Kennon 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 David Kennon

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 29k 44.02
2023-09-30 $1.4M 33k 41.51
2023-06-30 $1.4M 33k 43.09
2023-03-31 $1.6M 36k 43.69
2022-12-31 $4.3M 100k 42.65
2022-09-30 $4.1M 97k 42.22

More positions owned by David Kennon

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
RBB Us Trsry 6 Mnth (XBIL)
Fidelity Covington Trust Int Hg Div Etf (FIDI)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Global X Fds Us Pfd Etf (PFFD)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Broad Usd High (USHY)

View all positions for David Kennon

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