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Wisdomtree Tr brclys us aggr shares owned by SFE Investment Counsel

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

Historical chart of SFE Investment Counsel 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 SFE Investment Counsel 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 SFE Investment Counsel

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.2M 28k 43.43

More positions owned by SFE Investment Counsel

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Lowe's Companies (LOW)
Nextera Energy (NEE)
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Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
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International Business Machines (IBM)

View all positions for SFE Investment Counsel

Top funds holding Wisdomtree Tr brclys us aggr

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

View all funds holding Wisdomtree Tr brclys us aggr

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