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Wisdomtree Tr brclys us aggr shares owned by HPM Partners

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

Historical chart of HPM 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 HPM 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $830k 19k 44.02
2023-09-30 $625k 15k 41.51

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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
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