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Wisdomtree Tr brclys us aggr shares owned by Kades & Cheifetz

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

Historical chart of Kades & Cheifetz 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 Kades & Cheifetz 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 Kades & Cheifetz

Quarter filed Position value Share count Share price at filing
2024-12-31 $389k 9.1k 42.92

More positions owned by Kades & Cheifetz

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Strategy Ns 7handl Idx (HNDL)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
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Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Wisdomtree Tr Us Smallcap Divd (DES)
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Ishares Tr National Mun Etf (MUB)
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Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Kades & Cheifetz

Top funds holding Wisdomtree Tr brclys us aggr

LPL Financial
CWM
Mercer Global Advisors
HighTower Advisors
Prestige Wealth Management Group
Savant Capital Management
UBS Group
Private Advisor
First Foundation Advisors
Ameriprise Financial
Atria Investments
Citizens Financial Group
Raymond James Financial
GSB Wealth Management
Smartleaf Asset Management

View all funds holding Wisdomtree Tr brclys us aggr