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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

Tip: Access up to 7 years of quarterly data

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
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

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Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Symphony Financial

Top funds holding Wisdomtree Tr brclys us aggr

Bank of America Corporation
CWM
Wealth Enhancement Advisory Services
SimpliFi
Savant Capital Management
UBS Group
AE Wealth Management
Trilogy Capital
Prestige Wealth Management Group
Mercer Global Advisors
Private Advisor
Symphony Financial
First Foundation Advisors
Schwallier Wealth Management
Sequoia Financial Advisors

View all funds holding Wisdomtree Tr brclys us aggr