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Wisdomtree Tr brclys us aggr shares owned by OMNI 360 Wealth

Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by OMNI 360 Wealth from 13F filings

Historical chart of OMNI 360 Wealth 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 OMNI 360 Wealth 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 OMNI 360 Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 5.0k 44.27
2025-06-30 $215k 4.9k 43.63
2025-03-31 $208k 4.8k 43.43

More positions owned by OMNI 360 Wealth

Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for OMNI 360 Wealth

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