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Wisdomtree Tr brclys us aggr shares owned by Invenio Wealth Partners

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

Historical chart of Invenio 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 Invenio 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 Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.7M 130k 44.02
2023-09-30 $2.8M 68k 41.51

More positions owned by Invenio Wealth Partners

Wisdomtree U.s. High Dividend Fund Etf (DHS)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)
Spdr S&p 500 Etf Trust Etf (SPY)
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (WFHY)
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)
Ishares National Muni Bond Etf Etf (MUB)
Ishares S&p Gsci Commodity Indexed Trust Etf (GSG)
Apple Stock (AAPL)
Jpmorgan Municipal Etf Etf (JMUB)
Microsoft Corp Stock (MSFT)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)

View all positions for Invenio Wealth 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
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