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Wisdomtree Tr brclys us aggr shares owned by GSB Wealth Management

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

Historical chart of GSB Wealth 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 GSB Wealth 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 GSB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.9M 177k 44.71
2024-06-30 $6.4M 149k 42.96
2024-03-31 $5.2M 120k 43.40

More positions owned by GSB Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Microsoft Corporation (MSFT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Msci Emrg Chn (EMXC)
Schwab Strategic Tr Fundamental Us S (FNDA)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p Mcp Etf (IJH)
Johnson & Johnson (JNJ)

View all positions for GSB Wealth Management

Top funds holding Wisdomtree Tr brclys us aggr

Bank of America Corporation
LPL Financial
CWM
Envestnet Asset Management
Trilogy Capital
Mercer Global Advisors
SimpliFi
Savant Capital Management
HighTower Advisors
Prestige Wealth Management Group
Private Advisor
First Foundation Advisors
Symphony Financial
Morgan Stanley
Jpmorgan Chase & Co

View all funds holding Wisdomtree Tr brclys us aggr