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Wisdomtree Tr brclys us aggr shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 74k 44.02
2023-09-30 $3.3M 79k 41.51
2023-06-30 $3.6M 84k 43.09
2022-06-30 $9.0k 210 42.86
2021-12-31 $11k 210 52.38
2021-09-30 $75k 1.4k 52.12
2021-06-30 $11k 210 52.38
2021-03-31 $11k 210 52.38
2020-12-31 $11k 210 52.38
2020-06-30 $11k 210 52.38