Heritage Wealth Management »

Wisdomtree Tr brclys us aggr shares owned by Heritage Wealth Management

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

Historical chart of Heritage 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 Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr brclys us aggr by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $16k 370 42.65
2022-09-30 $8.0k 185 43.24
2022-06-30 $8.3k 185 44.71
2022-03-31 $9.0k 185 48.65
2021-09-30 $10k 185 54.05
2021-06-30 $10k 185 54.05