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Wisdomtree Tr brclys us aggr shares owned by SWMG

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

Historical chart of SWMG 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 SWMG 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 SWMG

Quarter filed Position value Share count Share price at filing
2025-12-31 $288k 6.5k 44.11
2025-09-30 $269k 6.0k 44.69

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPSB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for SWMG

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