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Wisdomtree Tr brclys us aggr shares owned by Optima Capital

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

Historical chart of Optima Capital 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 Optima Capital 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 Optima Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.3M 98k 44.05
2024-12-31 $411k 9.6k 42.92

More positions owned by Optima Capital

Spdr Series Trust State Street Spd (SPLG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Income Etf (JPIE)
Doubleline Etf Trust Opportunistic Co (DBND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core Msci Eafe (IEFA)
Cambria Etf Tr Global Value Etf (GVAL)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Tr Msci Usa Quality (GARP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Specialized Funds Div App Etf (VIG)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Optima Capital

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