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Wisdomtree Tr brclys us aggr shares owned by United Advisor Group

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

Historical chart of United Advisor Group investment in Wisdomtree Tr brclys us aggr

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All positions including Wisdomtree Tr brclys us aggr held by United Advisor Group 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 United Advisor Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $484k 11k 44.71
2024-06-30 $464k 11k 42.96
2024-03-31 $543k 13k 43.40

More positions owned by United Advisor Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
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Wisdomtree Us Quality Dividend Growth Fund Us Qtly Div Grt (DGRW)
Microsoft Corporation (MSFT)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
United Parcel Service Inc Cl B CL B (UPS)
First Trust Rising Dividend Achievers Etf Risng Divd Achiv (RDVY)
T Rowe Price Dividend Growth Etf Price Div Grwt (TDVG)
Wisdomtree Us Largecap Dividend Fund Us Largecap Divd (DLN)
Strive 500 Etf Strive 500 Etf (STRV)
Wisdomtree Us Midcap Dividend Fund Us Midcap Divid (DON)
Exxon Mobil Corporation (XOM)
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)

View all positions for United Advisor Group

Top funds holding Wisdomtree Tr brclys us aggr

Bank of America Corporation
LPL Financial
CWM
Envestnet Asset Management
Trilogy Capital
Mercer Global Advisors
SimpliFi
Savant Capital Management
HighTower Advisors
Prestige Wealth Management Group
Private Advisor
First Foundation Advisors
Symphony Financial
Morgan Stanley
Jpmorgan Chase & Co

View all funds holding Wisdomtree Tr brclys us aggr