Who owns Wisdomtree Tr brclys us aggr?
- Ticker: AGGY
- CUSIP Number: 97717x511
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| LPL Financial | 1.3M | $56M | 3% | Sep 2025 |
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| CWM | 1.2M | $54M | 3% | Sep 2025 |
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| Mercer Global Advisors | 1.2M | $51M | 33% | Sep 2025 |
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| HighTower Advisors | 816k | $36M | -5% | Sep 2025 |
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| Prestige Wealth Management Group | 635k | $28M | 1% | Sep 2025 |
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| Savant Capital Management | 613k | $27M | -3% | Sep 2025 |
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| UBS Group | 508k | $23M | 7% | Sep 2025 |
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| Private Advisor | 396k | $18M | 0% | Sep 2025 |
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| First Foundation Advisors | 333k | $15M | -3% | Sep 2025 |
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| Ameriprise Financial | 278k | $12M | 1% | Sep 2025 |
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| Atria Investments | 275k | $12M | 10% | Sep 2025 |
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| Citizens Financial Group | 239k | $11M | 2% | Sep 2025 |
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| Raymond James Financial | 238k | $11M | -8% | Sep 2025 |
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| GSB Wealth Management | 227k | $10M | 7% | Sep 2025 |
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| Smartleaf Asset Management | 226k | $10M | 4% | Sep 2025 |
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| Morgan Stanley | 221k | $9.7M | 100% | Jun 2025 |
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| Kestra Private Wealth Services | 204k | $9.0M | 21% | Sep 2025 |
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| Insight Advisors, LLC/ PA | 199k | $8.8M | 0% | Sep 2025 |
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| Commonwealth Equity Services | 171k | $7.6M | 11% | Sep 2025 |
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| Howard Bailey Securities | 169k | $7.5M | 8% | Sep 2025 |
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| Warren Averett Asset Management | 165k | $7.3M | 14% | Sep 2025 |
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| Defined Financial Planning | 152k | $6.7M | 10% | Sep 2025 |
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| Vestmark Advisory Solutions | 141k | $6.2M | -39% | Sep 2025 |
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| RFG Advisory | 137k | $6.1M | 3% | Sep 2025 |
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| Stifel Financial | 130k | $5.7M | -1% | Sep 2025 |
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| Jpmorgan Chase & Co | 113k | $5.0M | -74% | Sep 2025 |
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| Wells Fargo & Company | 107k | $4.7M | 36% | Sep 2025 |
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| Oxinas Partners Wealth Management | 102k | $4.5M | 6% | Sep 2025 |
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| Cetera Investment Advisers | 101k | $4.5M | 6% | Sep 2025 |
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| Nbc Securities | 85k | $3.7M | 4% | Sep 2025 |
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| Jane Street | 80k | $3.5M | -29% | Sep 2025 |
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| Captrust Financial Advisors | 78k | $3.4M | 5% | Sep 2025 |
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| Advisor Group Holdings | 76k | $3.4M | -2% | Sep 2025 |
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| Eqis Capital Management | 74k | $3.3M | -31% | Sep 2025 |
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| Envestnet Asset Management | 71k | $3.2M | -89% | Sep 2025 |
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| Golden State Equity Partners | 71k | $3.1M | 13% | Sep 2025 |
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| Mml Investors Services | 68k | $3.0M | 7% | Sep 2025 |
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| Trilogy Capital | 67k | $3.0M | -40% | Sep 2025 |
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| WealthPlan Investment Management | 64k | $2.8M | 2% | Sep 2025 |
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| American Financial & Tax Strategies | 63k | $2.8M | -1% | Sep 2025 |
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| Kestra Advisory Services | 60k | $2.6M | 31% | Sep 2025 |
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| Golden State Wealth Management | 54k | $2.4M | 2% | Sep 2025 |
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| CliftonLarsonAllen Wealth Advisors | 50k | $2.2M | 9% | Sep 2025 |
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| NorthCrest Asset Manangement | 50k | $2.2M | 2% | Sep 2025 |
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| Sharper & Granite | 49k | $2.2M | 1% | Sep 2025 |
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| Concurrent Investment Advisors | 44k | $1.9M | -13% | Sep 2025 |
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| Harbour Investments | 40k | $1.8M | 29% | Sep 2025 |
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| AE Wealth Management | 38k | $1.7M | 11% | Sep 2025 |
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| Betterment | 35k | $1.5M | 2% | Sep 2025 |
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| Independent Wealth Network | 34k | $1.5M | 10% | Sep 2025 |
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| JT Stratford | 33k | $1.4M | -9% | Sep 2025 |
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| CI Private Wealth | 33k | $1.4M | -3% | Sep 2025 |
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| Segall Bryant & Hamill | 32k | $1.4M | -2% | Sep 2025 |
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| Citadel Advisors | 30k | $1.3M | -36% | Sep 2025 |
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| Symphony Financial | 29k | $1.3M | -23% | Sep 2025 |
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| H D Vest Advisory Services | 28k | $1.2M | -3% | Jun 2025 |
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| David Kennon | 26k | $1.1M | 0% | Sep 2025 |
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| Integrity Alliance | 25k | $1.1M | -9% | Sep 2025 |
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| Summit Financial | 22k | $970k | 100% | Sep 2025 |
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| Goldstone Financial Group | 22k | $957k | 2% | Sep 2025 |
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| Diversify Advisory Services | 21k | $917k | 22% | Sep 2025 |
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| Jones Financial Companies, L.L | 21k | $910k | -4% | Sep 2025 |
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| Empirical Asset Management | 20k | $862k | 11% | Sep 2025 |
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| Barnes Wealth Management Group | 19k | $859k | 7% | Sep 2025 |
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| My Legacy Advisors | 19k | $823k | -8% | Jun 2025 |
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| Gateway Wealth Partners | 19k | $819k | 35% | Sep 2025 |
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| Winch Advisory Services | 18k | $807k | 13% | Sep 2025 |
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| Trinity Wealth Management | 18k | $790k | 0% | Sep 2025 |
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| Creative Planning | 17k | $752k | 64% | Sep 2025 |
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| Webster Bank, N. A. | 17k | $749k | 0% | Sep 2025 |
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| Beacon Financial | 17k | $737k | -79% | Sep 2025 |
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| Park Avenue Securities | 16k | $708k | 2% | Sep 2025 |
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| Beacon Financial Advisory | 16k | $706k | -17% | Sep 2025 |
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| Ashton Thomas Private Wealth | 16k | $688k | -3% | Sep 2025 |
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| Susquehanna International | 16k | $685k | -83% | Sep 2025 |
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| Pinnacle Financial Group, LLC / IL | 14k | $639k | 3% | Sep 2025 |
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| Global Retirement Partners | 14k | $612k | 0% | Sep 2025 |
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| Institute For Wealth Management | 13k | $595k | 1% | Sep 2025 |
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| Capstone Financial Advisors | 13k | $574k | 0% | Sep 2025 |
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| McNamara Financial Services | 13k | $565k | 0% | Sep 2025 |
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| CFG Asset Management | 13k | $556k | 7% | Sep 2025 |
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| Atria Wealth Solutions | 13k | $546k | 116% | Jun 2025 |
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| Western Wealth Management | 12k | $545k | 1% | Sep 2025 |
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| Resources Investment Advisors | 12k | $529k | -5% | Sep 2025 |
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| Worth Asset Management | 12k | $524k | -41% | Sep 2025 |
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| Wealthcare Advisory Partners | 11k | $497k | 56% | Sep 2025 |
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| James Investment Research | 11k | $496k | 15% | Sep 2025 |
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| Arkadios Wealth Advisors | 10k | $457k | 37% | Sep 2025 |
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| Larson Financial Group | 10k | $445k | -1% | Sep 2025 |
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| Lionshead Wealth Management | 9.8k | $433k | 100% | Sep 2025 |
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| SFE Investment Counsel | 9.6k | $427k | -36% | Sep 2025 |
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| ORG Partners | 9.2k | $409k | -5% | Sep 2025 |
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| REAP Financial Group | 9.1k | $402k | 4% | Sep 2025 |
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| Farther Finance Advisors | 8.5k | $375k | -5% | Sep 2025 |
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| Actinver Wealth Management | 8.4k | $374k | -7% | Sep 2025 |
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| CVA Family Office | 7.9k | $350k | 0% | Sep 2025 |
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| Bank of New York Mellon | 7.5k | $334k | -15% | Sep 2025 |
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| Simplicity Wealth | 7.4k | $330k | -52% | Sep 2025 |
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| CoreCap Advisors | 7.4k | $330k | -3% | Sep 2025 |
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| SNS Financial | 7.3k | $323k | 0% | Sep 2025 |
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| SMI Advisory Services | 7.0k | $312k | -42% | Sep 2025 |
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| Team Financial Group | 6.9k | $306k | 1% | Sep 2025 |
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| United Advisor Group | 6.7k | $295k | 0% | Sep 2025 |
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| FORM Wealth Advisors | 6.6k | $288k | 1% | Jun 2025 |
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| GPS Wealth Strategies Group | 6.3k | $277k | -14% | Sep 2025 |
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| IHT Wealth Management | 6.2k | $274k | 4% | Sep 2025 |
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| Creative Financial Designs | 6.1k | $270k | 1% | Sep 2025 |
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| Victory Financial Group | 6.1k | $269k | 100% | Sep 2025 |
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| SWMG | 6.0k | $269k | 100% | Sep 2025 |
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| PSI Advisors | 5.9k | $263k | 100% | Sep 2025 |
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| IFP Advisors | 5.9k | $259k | 108% | Sep 2025 |
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| Meridian Financial | 5.8k | $256k | -4% | Sep 2025 |
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| Gallagher Fiduciary Advisors | 5.8k | $255k | 100% | Sep 2025 |
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| Cambridge Investment Research Advisors | 5.5k | $242k | -11% | Sep 2025 |
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| Obsidian Personal Planning Solutions | 5.4k | $237k | 0% | Sep 2025 |
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| Dynamic Advisors Solutions | 5.3k | $236k | 100% | Sep 2025 |
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| HF Advisory Group | 5.3k | $234k | 1% | Sep 2025 |
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| Lion Street Advisors | 5.2k | $272k | 100% | Sep 2025 |
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| Verdence Capital Advisors | 5.2k | $231k | -1% | Sep 2025 |
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| Quadcap Wealth Management | 5.1k | $227k | -27% | Sep 2025 |
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| Soltis Investment Advisors | 5.1k | $226k | 100% | Sep 2025 |
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| Evolution Wealth Management | 5.1k | $225k | -4% | Sep 2025 |
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| OMNI 360 Wealth | 5.0k | $222k | 2% | Sep 2025 |
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| Centaurus Financial | 5.0k | $220k | 1% | Sep 2025 |
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| Schwallier Wealth Management | 4.8k | $211k | -75% | Sep 2025 |
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| Acorn Financial Advisory Services | 4.6k | $205k | -6% | Sep 2025 |
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| Vantage Point Financial | 4.6k | $203k | -1% | Sep 2025 |
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| Sovran Advisors | 4.5k | $200k | -34% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 3.8k | $166k | 100% | Sep 2025 |
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| Frazier Financial Advisors | 3.6k | $161k | 0% | Sep 2025 |
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| Breakwater Investment Management | 3.1k | $136k | 0% | Sep 2025 |
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| Pinnacle Bank | 2.1k | $91k | 0% | Sep 2025 |
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| SBI Securities | 2.0k | $89k | -4% | Sep 2025 |
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| Brian McDonald | 1.8k | $82k | 84% | Sep 2025 |
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| Royal Bank of Canada | 1.8k | $81k | 0% | Sep 2025 |
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| Covestor | 1.7k | $73k | 8% | Sep 2025 |
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| Reyes Financial Architecture | 1.3k | $56k | 0% | Sep 2025 |
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| Harwood Advisory | 1.1k | $50k | 177% | Sep 2025 |
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| Us Bancorp | 1.1k | $49k | 100% | Sep 2025 |
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| Rockefeller Capital Management | 1.1k | $47k | 100% | Sep 2025 |
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| Plante Moran Financial Advisors | 793.00 | $35k | 100% | Sep 2025 |
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| Steward Partners Investment Advisory | 528.00 | $23k | 0% | Sep 2025 |
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| Tidemark | 500.00 | $22k | 0% | Sep 2025 |
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| Key FInancial | 351.00 | $16k | 0% | Sep 2025 |
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| Hanson McClain Advisors | 332.00 | $15k | 0% | Sep 2025 |
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| Caldwell Trust | 300.00 | $13k | 100% | Sep 2025 |
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| Capital A Wealth Management | 286.00 | $13k | 100% | Jun 2025 |
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| Capital Analysts | 281.00 | $12k | 1% | Sep 2025 |
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| Private Trust Co Na | 262.00 | $12k | 0% | Sep 2025 |
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| Townsend Asset Management Corp | 212.00 | $9.4k | 1% | Sep 2025 |
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| MJT & Associates Financial Advisory Group | 163.00 | $7.2k | -90% | Sep 2025 |
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Who sold out of Wisdomtree Tr brclys us aggr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| SimpliFi | Jun 2025 | 440k | $19M |
| Armis Advisers | Jun 2025 | 53k | $2.3M |
| Patriot Financial Group Insurance Agency | Jun 2025 | 12k | $508k |
| Leuthold Weeden Capital Management | Jun 2025 | 11k | $477k |
| Drive Wealth Management | Jun 2025 | 8.1k | $354k |
| Walkner Condon Financial Advisors | Jun 2025 | 7.7k | $338k |
| Tounjian Advisory Partners | Jun 2025 | 5.6k | $243k |
| Transce3nd | Jun 2025 | 4.2k | $183k |
| Opal Wealth Advisors | Jun 2025 | 2.8k | $123k |
| Atticus Wealth Management | Jun 2025 | 502.00 | $22k |