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Wisdomtree Tr brclys us aggr shares owned by Spurstone Advisory Services

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

Historical chart of Spurstone Advisory Services 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 Spurstone Advisory Services 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 Spurstone Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $442 10 44.20
2025-06-30 $436 10 43.60
2025-03-31 $434 10 43.40

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View all positions for Spurstone Advisory Services

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