Who owns Wisdomtree Tr brclys us aggr?

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Analyze quarterly positions in Wisdomtree Tr brclys us aggr with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Wisdomtree Tr brclys us aggr stock

Who bought or sold Wisdomtree Tr brclys us aggr this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Bank of America Corporation 3.7M $161M -19% Dec 2023
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LPL Financial 1.3M $56M -10% Sep 2023
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CWM 1.1M $50M 1% Dec 2023
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Savant Capital Management 865k $38M -25% Dec 2023
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SimpliFi 863k $36M 0% Dec 2023
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Wealth Enhancement Advisory Services 754k $33M -28% Dec 2023
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UBS Group 748k $33M 6% Dec 2023
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AE Wealth Management 731k $32M -2% Dec 2023
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Trilogy Capital 697k $31M 15% Dec 2023
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Mercer Global Advisors 563k $25M 35% Dec 2023
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Private Advisor 560k $25M 35% Dec 2023
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Envestnet Asset Management 551k $23M 40% Sep 2023
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Prestige Wealth Management Group 538k $24M -5% Dec 2023
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Equitable Holdings 515k $21M 9% Sep 2023
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Morgan Stanley 395k $16M 4% Sep 2023
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First Foundation Advisors 280k $12M 8% Dec 2023
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Schwallier Wealth Management 267k $12M 100% Dec 2023
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Symphony Financial 266k $12M 36% Dec 2023
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Sequoia Financial Advisors 172k $7.6M -1% Dec 2023
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Atria Investments 153k $6.7M 82% Dec 2023
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Smartleaf Asset Management 149k $6.6M 100% Dec 2023
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Raymond James & Associates 146k $6.4M -5% Dec 2023
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Invenio Wealth Partners 130k $5.7M 93% Dec 2023
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Raymond James Financial Services Advisors 115k $5.1M 7% Dec 2023
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SNS Financial 115k $5.0M 623% Dec 2023
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Klr Investment Advisors 114k $5.0M 1% Dec 2023
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RFG Advisory 103k $4.5M -2% Dec 2023
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Mml Investors Services 101k $4.2M 10% Sep 2023
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3D/L Capital Management 99k $4.1M -23% Sep 2023
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Strategic Financial 87k $3.8M 14% Dec 2023
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Truadvice 84k $3.5M 115% Sep 2023
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Jpmorgan Chase & Co 81k $3.6M 4% Dec 2023
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CliftonLarsonAllen Wealth Advisors 80k $3.5M 334% Dec 2023
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My Legacy Advisors 74k $3.2M 2% Dec 2023
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Captrust Financial Advisors 74k $3.2M -6% Dec 2023
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Feltz Wealth PLAN 69k $3.1M -2% Dec 2023
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Susquehanna International 69k $2.9M 522% Sep 2023
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Golden State Equity Partners 64k $2.8M 1% Dec 2023
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Wealthsource Partners 62k $2.7M 100% Dec 2023
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Jane Street 61k $2.7M -73% Dec 2023
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Financial Planning & Information Services 51k $2.1M -2% Sep 2023
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Opal Wealth Advisors 51k $2.2M 100% Dec 2023
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Oxinas Partners Wealth Management 48k $2.1M 1% Dec 2023
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Sharper & Granite 45k $2.0M 0% Dec 2023
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Kestra Advisory Services 44k $1.9M 47% Dec 2023
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Steward Partners Investment Advisory 44k $1.9M 100% Dec 2023
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CI Private Wealth 43k $1.9M -11% Dec 2023
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Stifel Financial 36k $1.6M 227% Dec 2023
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H D Vest Advisory Services 32k $1.4M 5% Dec 2023
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Mutual Advisors 31k $1.4M -38% Dec 2023
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NorthCrest Asset Manangement 29k $1.3M -1% Dec 2023
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David Kennon 29k $1.3M -11% Dec 2023
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Wells Fargo & Company 29k $1.3M 9% Dec 2023
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Independent Wealth Network 26k $1.2M 9% Dec 2023
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Nbc Securities 26k $1.1M 52% Dec 2023
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Centennial Wealth Advisory 24k $1.1M -15% Dec 2023
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Advisor Group Holdings 24k $1.0M -22% Dec 2023
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Insight Advisors, LLC/ PA 23k $1.0M 0% Dec 2023
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Old Mission Capital 22k $930k -96% Sep 2023
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Kingdom Financial Group 20k $872k 44% Dec 2023
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HPM Partners 19k $830k 25% Dec 2023
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Betterment 19k $828k 4% Dec 2023
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Mariner Wealth Advisors 19k $825k 100% Dec 2023
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Trinity Wealth Management 18k $796k 0% Dec 2023
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Multi-Financial Securities 18k $748k 11% Sep 2023
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Renaissance Technologies 17k $685k 104% Sep 2023
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Creative Planning 16k $719k 3% Dec 2023
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GPS Wealth Strategies Group 16k $700k -3% Dec 2023
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Cambridge Investment Research Advisors 16k $698k -13% Dec 2023
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Financial Network Investment Corporation 15k $628k -8% Sep 2023
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Pinnacle Financial Group, LLC / IL 15k $613k 6% Sep 2023
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Western Wealth Management 14k $633k 1% Dec 2023
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Citizens Financial Group 14k $613k 100% Dec 2023
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JT Stratford 14k $600k 2% Dec 2023
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Institute For Wealth Management 13k $573k -2% Dec 2023
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Cetera Investment Advisers 13k $540k 8% Sep 2023
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Claro Advisors 13k $551k -1% Dec 2023
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Gateway Wealth Partners 11k $443k 12% Sep 2023
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Park Avenue Securities 10k $456k -5% Dec 2023
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Walkner Condon Financial Advisors 10k $455k -7% Dec 2023
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Global Retirement Partners 10k $444k 1% Dec 2023
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Meridian Wealth Management 10k $440k -6% Dec 2023
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Commonwealth Equity Services 9.4k $414k 26% Dec 2023
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CVA Family Office 9.3k $410k 0% Dec 2023
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Kestra Private Wealth Services 9.1k $401k 100% Dec 2023
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McNamara Financial Services 8.7k $384k 0% Dec 2023
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Quadcap Wealth Management 8.7k $384k 100% Dec 2023
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Maripau Wealth Management 8.5k $375k -23% Dec 2023
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Collaborative Wealth Managment 8.3k $365k -17% Dec 2023
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Envestnet Portfolio Solutions 8.0k $350k 100% Dec 2023
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Blue Zone Wealth Advisors 8.0k $350k 0% Dec 2023
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Team Financial Group 7.9k $346k -2% Dec 2023
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Obsidian Personal Planning Solutions 7.6k $335k 0% Dec 2023
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IHT Wealth Management 7.5k $313k -34% Sep 2023
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Winch Advisory Services 7.5k $331k 36% Dec 2023
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Merit Financial Group 7.4k $325k -1% Dec 2023
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Harbour Investments 7.3k $320k 5492% Dec 2023
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Patriot Financial Group Insurance Agency 6.8k $299k 13% Dec 2023
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Royal Bank of Canada 6.6k $291k -32% Dec 2023
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Creative Financial Designs 6.4k $282k 10% Dec 2023
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SMI Advisory Services 6.2k $273k 100% Dec 2023
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CFG Asset Management 6.1k $270k 5% Dec 2023
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Beacon Financial 6.1k $270k 100% Dec 2023
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 6.1k $0 -2% Dec 2023
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Perennial Advisors 6.0k $264k 0% Dec 2023
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Frazier Financial Advisors 5.8k $257k 100% Dec 2023
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CoreCap Advisors 5.8k $254k -1% Dec 2023
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Financial Advocates Investment Management 5.7k $251k -7% Dec 2023
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Verdence Capital Advisors 5.0k $220k -5% Dec 2023
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Acorn Financial Advisory Services 4.8k $212k 100% Dec 2023
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United Capital Financial Advisers 4.7k $208k -4% Dec 2023
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Redwood Investment Management 4.7k $205k -24% Dec 2023
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ICA Group Wealth Management 3.3k $146k -32% Dec 2023
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Brian McDonald 3.0k $123k 100% Sep 2023
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Proequities 2.8k $124M 0% Dec 2023
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Townsend Asset Management Corp 2.8k $123k -6% Dec 2023
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Financial Gravity Wealth 2.3k $1.0M 0% Dec 2023
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Pinnacle Bank 2.1k $91k 0% Dec 2023
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Hanson McClain Advisors 1.9k $86k 0% Dec 2023
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Venturi Wealth Management 1.6k $70k 42% Dec 2023
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Citigroup 1.6k $68k -12% Dec 2023
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Northwestern Mutual Wealth Management Company 1.2k $50k 0% Sep 2023
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Householder Group Estate & Retirement Specialist 954.00 $42k -21% Dec 2023
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Private Trust Co Na 862.00 $38k -4% Dec 2023
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LGT Financial Advisors 746.00 $33k 0% Dec 2023
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Sound Income Strategies 732.00 $32k 101% Dec 2023
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Tucker Asset Management 661.00 $29k 524% Dec 2023
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Tidemark 619.00 $27k 100% Dec 2023
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Covestor 497.00 $22k -8% Dec 2023
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Oliver Lagore Vanvalin Investment Group 414.00 $18k -63% Dec 2023
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Concord Wealth Partners 398.00 $18k 0% Dec 2023
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Capital Analysts 333.00 $15k -22% Dec 2023
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Truvestments Capital 313.00 $13k -55% Sep 2023
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IFP Advisors 274.00 $12k -27% Dec 2023
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TSFG 236.00 $10k 0% Dec 2023
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Farther Finance Advisors 209.00 $9.2k 100% Dec 2023
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Capital Investment Advisory Services 201.00 $8.8k 0% Dec 2023
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Spire Wealth Management 189.00 $8.2k 0% Dec 2023
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Geneos Wealth Management 150.00 $6.6k 0% Dec 2023
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Us Bancorp 147.00 $6.5k 100% Dec 2023
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Key FInancial 137.00 $6.0k 0% Dec 2023
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Pnc Financial Services 86.00 $3.8k 1620% Dec 2023
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Retirement Group 74.00 $3.3k 0% Dec 2023
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FMR 53.00 $2.2k 2550% Sep 2023
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Creekmur Asset Management 47.00 $2.1k 100% Dec 2023
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Washington Trust Advisors 23.00 $1.0k 0% Dec 2023
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EPG Wealth Management 16.00 $688.000000 100% Dec 2023
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Larson Financial Group 15.00 $660.000000 0% Dec 2023
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William Blair $ Company 13.00 $570.000600 -100% Dec 2023
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Who sold out of Wisdomtree Tr brclys us aggr?

Fund or Company Name Date Sold Shares Held Valued At
Prime Capital Investment Advisors Sep 2023 9.0k $375k
Nelson, Van Denburg & Campbell Wealth Management Sep 2023 6.6k $276k
Foundations Investment Advisors Sep 2023 6.6k $272k
Cornerstone Retirement Group Jun 2023 6.4k $275k
GM Advisory Sep 2023 5.9k $244k
Citadel Advisors Sep 2023 5.7k $237k
Fortitude Advisory Group Sep 2023 5.1k $213k
B.O.S.S. Retirement Advisors Sep 2023 4.9k $203k
Coastal Investment Advisors Sep 2023 4.8k $205k
BluePath Capital Management Sep 2023 1.5k $61k
Savior Sep 2023 1.3k $54k
Armstrong Advisory Group Sep 2023 670.00 $28k
Emerald Investment Partners Sep 2023 300.00 $13k
Cary Street Partner Investment Advisory Sep 2023 252.00 $11k
Red Tortoise Sep 2023 163.00 $6.8k
Aptus Capital Advisors Jun 2023 78.00 $3.4k
Guardian Wealth Advisors, Llc / Nc Jun 2023 78.00 $3.4k
Bnp Paribas Arbitrage, Snc Sep 2023 15.00 $622.999500