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Wisdomtree Tr brclys us aggr shares owned by Kingdom Financial Group

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

Historical chart of Kingdom Financial Group 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 Kingdom Financial Group 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 Kingdom Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $872k 20k 44.02
2023-09-30 $572k 14k 41.51
2023-06-30 $529k 12k 43.09

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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Usd Inv Grde Etf (USIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Apple (AAPL)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Kingdom Financial Group

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