SEC 13F Intelligence

Wade Financial Advisory, Inc / AGGY

Wade Financial Advisory, Inc’s Wisdomtree Tr Position

Does Wade Financial Advisory, Inc own Wisdomtree Tr (AGGY)? Not currently — the last reported position was 67.3K shares worth $3M in Q4 2022; the fund’s latest 13F (Q1 2025) no longer reports it.

Position Value
$3M
Q4 2022
Shares
67.3K
% of Portfolio
+1.30%
Quarters Held
12
position exited

Position History AGGY

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ2 ’20Q3 ’20: $3MQ1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ3 ’21Q4 ’21: $2MQ1 ’22: $3MQ1 ’22Q2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202267.3K$3M+1.30%
Q3 202267.3K$3M+1.42%
Q2 202262.4K$3M+1.32%
Q1 202254.7K$3M+1.12%
Q4 202144.5K$2M+1.19%
Q3 202142.0K$2M+1.23%
Q2 202145.1K$2M+1.29%
Q1 202139.4K$2M+1.27%
Q3 202054.7K$3M+2.32%
Q2 202048.0K$3M+2.23%
Q1 202033.8K$2M+1.74%
Q4 201935.2K$2M+1.63%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wade Financial Advisory, Inc’s full portfolio or all institutional holders of AGGY.