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Wisdomtree Tr brclys us aggr shares owned by Hefty Wealth Partners

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

Historical chart of Hefty Wealth 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 Hefty Wealth 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 Hefty Wealth Partners

Quarter filed Position value Share count Share price at filing
2018-03-31 $112k 2.3k 49.51

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iShares S&P 500 Index (IVV)
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View all positions for Hefty Wealth Partners

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
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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