Wisdomtree Tr brclys us aggr shares owned by Symphony Financial
Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by Symphony Financial
from 13F filings
Historical chart of Symphony Financial investment in Wisdomtree Tr brclys us aggr
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All positions including Wisdomtree Tr brclys us aggr held by Symphony 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 Symphony Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 29k | 44.19 |
| 2025-06-30 | $1.7M | 38k | 43.59 |
| 2024-12-31 | $17M | 404k | 43.03 |
| 2024-09-30 | $17M | 371k | 44.83 |
| 2024-06-30 | $15M | 335k | 43.13 |
| 2024-03-31 | $13M | 309k | 43.40 |
| 2023-12-31 | $12M | 266k | 43.65 |
| 2023-09-30 | $8.1M | 196k | 41.26 |
| 2023-06-30 | $5.3M | 123k | 42.98 |