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Wisdomtree Tr brclys us aggr shares owned by Global Retirement Partners

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

Historical chart of Global Retirement Partners 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 Global Retirement Partners 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 Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $444k 10k 43.64
2023-09-30 $415k 10k 41.14
2023-06-30 $313k 7.3k 43.09
2023-03-31 $325k 7.4k 43.94
2022-12-31 $323k 7.6k 42.65
2022-09-30 $295k 7.1k 41.52
2022-06-30 $307k 6.9k 44.72
2022-03-31 $314k 6.9k 45.74

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Vanguard Index Fds Total Stk Mkt (VTI)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Global Retirement Partners

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