Wisdomtree Tr brclys us aggr shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Wisdomtree Tr brclys us aggr
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Quarterly reported holdings in Wisdomtree Tr brclys us aggr by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $208k | 4.7k | 44.02 |
| 2023-09-30 | $206k | 5.0k | 41.51 |
| 2023-06-30 | $230k | 5.3k | 43.09 |
| 2022-09-30 | $203k | 4.8k | 42.15 |
| 2022-03-31 | $244k | 5.1k | 47.90 |
| 2021-12-31 | $996k | 19k | 51.69 |
| 2021-09-30 | $1.1M | 22k | 51.93 |
| 2021-06-30 | $1.2M | 23k | 52.19 |
| 2021-03-31 | $1.2M | 24k | 51.18 |
| 2020-12-31 | $1.6M | 30k | 53.70 |
| 2020-09-30 | $1.6M | 30k | 53.83 |
| 2020-06-30 | $532k | 9.9k | 53.87 |
| 2020-03-31 | $497k | 9.6k | 51.70 |
| 2019-12-31 | $293k | 5.6k | 52.21 |
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