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Wisdomtree Tr brclys us aggr shares owned by Sun Financial

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

Historical chart of Sun 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 Sun 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 Sun Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $658k 15k 44.05

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View all positions for Sun Financial

Top funds holding Wisdomtree Tr brclys us aggr

LPL Financial
Mercer Global Advisors
CWM
HighTower Advisors
Prestige Wealth Management Group
Savant Capital Management
UBS Group
Private Advisor
First Foundation Advisors
Ameriprise Financial
Atria Investments
GSB Wealth Management
Raymond James Financial
Citizens Financial Group
Smartleaf Asset Management

View all funds holding Wisdomtree Tr brclys us aggr