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Wisdomtree Tr brclys us aggr shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 68k 44.71
2023-09-30 $2.9M 71k 41.51
2022-12-31 $3.5M 80k 43.51
2022-09-30 $3.6M 80k 44.78
2022-03-31 $3.7M 81k 45.45

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View all positions for WealthPlan Investment Management

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