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Wisdomtree Tr brclys us aggr shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Wisdomtree Tr brclys us aggr (AGGY) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors 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 Capstone Financial Advisors 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 Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $538k 12k 43.40
2022-06-30 $287k 6.4k 44.75
2022-03-31 $15M 320k 47.85
2021-12-31 $7.7M 149k 51.68
2018-12-31 $1.3M 28k 48.24

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McDonald's Corporation (MCD)
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Flexshares Tr Mornstar Usmkt (TILT)
Apple (AAPL)
Ishares Tr Global Reit Etf (REET)

View all positions for Capstone Financial Advisors

Top funds holding Wisdomtree Tr brclys us aggr

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

View all funds holding Wisdomtree Tr brclys us aggr