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Wisdomtree Tr brclys us aggr shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $970k 22k 44.27

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View all positions for Summit Financial

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