Wisdomtree Tr brclys us aggr shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth 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 Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wisdomtree Tr brclys us aggr by Pacific Capital Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-03-31 | $1.4M | 32k | 43.69 |
2022-12-31 | $1.4M | 33k | 42.65 |
2022-09-30 | $1.7M | 41k | 42.22 |
2022-06-30 | $1.9M | 42k | 44.72 |
2022-03-31 | $2.0M | 42k | 47.85 |
2021-12-31 | $2.2M | 42k | 51.69 |
2021-09-30 | $2.4M | 46k | 51.92 |
2021-06-30 | $2.4M | 46k | 52.21 |
2021-03-31 | $2.5M | 49k | 51.21 |
2020-12-31 | $2.9M | 53k | 53.69 |
2020-09-30 | $2.7M | 50k | 53.82 |
2020-06-30 | $2.3M | 44k | 53.81 |
2020-03-31 | $2.0M | 39k | 51.66 |
2019-12-31 | $2.3M | 43k | 52.26 |
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