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Wisdomtree Tr brclys us aggr shares owned by GeoWealth Management

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

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $867k 20k 42.92
2019-12-31 $209k 4.0k 52.32

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

Top funds holding Wisdomtree Tr brclys us aggr

LPL Financial
CWM
Mercer Global Advisors
HighTower Advisors
Prestige Wealth Management Group
Savant Capital Management
UBS Group
Private Advisor
First Foundation Advisors
Ameriprise Financial
Atria Investments
Citizens Financial Group
Raymond James Financial
GSB Wealth Management
Smartleaf Asset Management

View all funds holding Wisdomtree Tr brclys us aggr