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
Download as csv
Download as Excel
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 | 4.1M | $183M | 0% | Sep 2024 |
|
| LPL Financial | 1.2M | $52M | -4% | Sep 2024 |
|
| CWM | 1.1M | $51M | 0% | Sep 2024 |
|
| Envestnet Asset Management | 1.1M | $49M | 11% | Sep 2024 |
|
| Trilogy Capital | 870k | $39M | 16% | Sep 2024 |
|
| Mercer Global Advisors | 868k | $37M | 15% | Jun 2024 |
|
| SimpliFi | 850k | $38M | 1% | Sep 2024 |
|
| Savant Capital Management | 742k | $33M | -1% | Sep 2024 |
|
| HighTower Advisors | 693k | $30M | 2% | Jun 2024 |
|
| Prestige Wealth Management Group | 585k | $26M | 0% | Sep 2024 |
|
| Private Advisor | 515k | $23M | -3% | Sep 2024 |
|
| First Foundation Advisors | 414k | $18M | 4% | Jun 2024 |
|
| Symphony Financial | 371k | $17M | 11% | Sep 2024 |
|
| Morgan Stanley | 331k | $14M | -36% | Jun 2024 |
|
| Jpmorgan Chase & Co | 261k | $12M | 148% | Sep 2024 |
|
| Schwallier Wealth Management | 253k | $11M | 5% | Sep 2024 |
|
| Atria Investments | 224k | $10M | 22% | Sep 2024 |
|
| Invenio Wealth Partners | 218k | $9.4M | 12% | Jun 2024 |
|
| Smartleaf Asset Management | 196k | $8.8M | 0% | Sep 2024 |
|
| Beacon Financial | 180k | $8.0M | 253% | Sep 2024 |
|
| GSB Wealth Management | 177k | $7.9M | 18% | Sep 2024 |
|
| Raymond James & Associates | 172k | $7.7M | 30% | Sep 2024 |
|
| Insight Advisors, LLC/ PA | 159k | $7.1M | 19% | Sep 2024 |
|
| Howard Bailey Securities | 137k | $6.1M | 100% | Sep 2024 |
|
| RFG Advisory | 128k | $5.7M | 6% | Sep 2024 |
|
| Stifel Financial | 124k | $5.3M | -3% | Jun 2024 |
|
| Eqis Capital Management | 122k | $5.5M | 2% | Sep 2024 |
|
| Jane Street | 102k | $4.5M | 65% | Sep 2024 |
|
| SNS Financial | 101k | $4.5M | -2% | Sep 2024 |
|
| Oxinas Partners Wealth Management | 93k | $4.2M | 14% | Sep 2024 |
|
| Baldwin Brothers | 92k | $4.1M | 100% | Sep 2024 |
|
| Kestra Private Wealth Services | 91k | $4.1M | 22% | Sep 2024 |
|
| Advisor Group Holdings | 84k | $3.8M | 275% | Sep 2024 |
|
| Captrust Financial Advisors | 71k | $3.2M | -2% | Sep 2024 |
|
| Citadel Advisors | 70k | $3.1M | 100% | Sep 2024 |
|
| American Financial & Tax Strategies | 70k | $3.1M | -2% | Sep 2024 |
|
| WealthPlan Investment Management | 68k | $3.1M | 100% | Sep 2024 |
|
| Mml Investors Services | 64k | $2.9M | -24% | Sep 2024 |
|
| Wells Fargo & Company | 63k | $2.8M | 19% | Sep 2024 |
|
| Financial Planning & Information Services | 59k | $2.6M | 3% | Sep 2024 |
|
| Nbc Securities | 54k | $2.4M | 13% | Sep 2024 |
|
| Golden State Equity Partners | 53k | $2.4M | -9% | Sep 2024 |
|
| Sharper & Granite | 48k | $2.2M | -3% | Sep 2024 |
|
| Opal Wealth Advisors | 48k | $2.1M | -4% | Sep 2024 |
|
| Goldstone Financial Group | 44k | $2.0M | 100% | Sep 2024 |
|
| Raymond James Financial Services Advisors | 44k | $1.9M | -10% | Sep 2024 |
|
| Cetera Investment Advisers | 43k | $1.8M | 2% | Jun 2024 |
|
| CliftonLarsonAllen Wealth Advisors | 43k | $1.9M | 18% | Sep 2024 |
|
| Mariner Wealth Advisors | 42k | $1.9M | 46% | Sep 2024 |
|
| Goss Wealth Management | 41k | $1.8M | 100% | Jun 2024 |
|
| Resources Investment Advisors | 40k | $1.8M | 19% | Sep 2024 |
|
| AE Wealth Management | 38k | $1.7M | -82% | Sep 2024 |
|
| H D Vest Advisory Services | 35k | $1.5M | 10% | Jun 2024 |
|
| CI Private Wealth | 34k | $1.5M | -27% | Sep 2024 |
|
| Segall Bryant & Hamill | 33k | $1.5M | 100% | Sep 2024 |
|
| NorthCrest Asset Manangement | 30k | $1.3M | 1% | Jun 2024 |
|
| David Kennon | 27k | $1.2M | 0% | Sep 2024 |
|
| Independent Wealth Network | 27k | $1.2M | 9% | Sep 2024 |
|
| Commonwealth Equity Services | 25k | $1.1M | 133% | Sep 2024 |
|
| Harbour Investments | 24k | $1.1M | 32% | Sep 2024 |
|
| Trinity Wealth Management | 22k | $985k | 29% | Sep 2024 |
|
| My Legacy Advisors | 21k | $949k | -61% | Sep 2024 |
|
| Kestra Advisory Services | 21k | $927k | -40% | Sep 2024 |
|
| Worth Asset Management | 21k | $919k | 3% | Sep 2024 |
|
| Park Avenue Securities | 16k | $734k | 3% | Sep 2024 |
|
| Sanctuary Advisors | 16k | $695k | 36% | Sep 2024 |
|
| Diversify Advisory Services | 15k | $677k | 100% | Sep 2024 |
|
| Creative Planning | 15k | $690k | 0% | Sep 2024 |
|
| Pinnacle Financial Group, LLC / IL | 14k | $627k | 0% | Sep 2024 |
|
| Western Wealth Management | 14k | $611k | 0% | Sep 2024 |
|
| Beacon Financial Advisory | 13k | $571k | 71% | Sep 2024 |
|
| Winch Advisory Services | 13k | $568k | 5% | Sep 2024 |
|
| Capstone Financial Advisors | 13k | $566k | 1% | Sep 2024 |
|
| Envestnet Portfolio Solutions | 13k | $557k | 3% | Sep 2024 |
|
| Patriot Financial Group Insurance Agency | 12k | $551k | 22% | Sep 2024 |
|
| Institute For Wealth Management | 12k | $519k | -6% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 12k | $518k | 0% | Sep 2024 |
|
| Gateway Wealth Partners | 11k | $486k | 2% | Sep 2024 |
|
| United Advisor Group | 11k | $484k | 0% | Sep 2024 |
|
| Larson Financial Group | 11k | $482k | -2% | Sep 2024 |
|
| SMI Advisory Services | 11k | $474k | 1% | Sep 2024 |
|
| CFG Asset Management | 11k | $468k | 0% | Sep 2024 |
|
| Global Retirement Partners | 11k | $468k | 0% | Sep 2024 |
|
| GPS Wealth Strategies Group | 9.9k | $442k | -16% | Sep 2024 |
|
| Bank of New York Mellon | 9.5k | $427k | 100% | Sep 2024 |
|
| McNamara Financial Services | 9.0k | $402k | -3% | Sep 2024 |
|
| Walkner Condon Financial Advisors | 8.5k | $379k | -9% | Sep 2024 |
|
| Actinver Wealth Management | 8.4k | $377k | 0% | Sep 2024 |
|
| CVA Family Office | 7.9k | $353k | 0% | Sep 2024 |
|
| Signal Advisors Wealth | 7.7k | $345k | 100% | Sep 2024 |
|
| Atticus Wealth Management | 7.4k | $332k | 100% | Sep 2024 |
|
| Meridian Financial | 7.1k | $320k | 1% | Sep 2024 |
|
| Quadcap Wealth Management | 7.1k | $317k | -3% | Sep 2024 |
|
| Creative Financial Designs | 7.1k | $316k | -8% | Sep 2024 |
|
| James Investment Research | 6.9k | $308k | 9% | Sep 2024 |
|
| Team Financial Group | 6.7k | $299k | 0% | Sep 2024 |
|
| Jones Financial Companies, L.L | 6.6k | $296k | 100% | Sep 2024 |
|
| Drive Wealth Management | 6.2k | $278k | 100% | Sep 2024 |
|
| Perennial Advisors | 6.0k | $258k | 0% | Jun 2024 |
|
| Collaborative Wealth Managment | 5.4k | $240k | 13% | Sep 2024 |
|
| CoreCap Advisors | 5.3k | $238k | -28% | Sep 2024 |
|
| Simplicity Wealth | 5.3k | $235k | 0% | Sep 2024 |
|
| Acorn Financial Advisory Services | 5.2k | $234k | 0% | Sep 2024 |
|
| Verdence Capital Advisors | 5.1k | $227k | 1% | Sep 2024 |
|
| Obsidian Personal Planning Solutions | 4.9k | $214k | -36% | Sep 2024 |
|
| HF Advisory Group | 4.9k | $220k | -3% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 4.9k | $210k | -100% | Jun 2024 |
|
| Blue Zone Wealth Advisors | 4.6k | $208k | -27% | Sep 2024 |
|
| Integrated Wealth Concepts | 4.6k | $207k | 100% | Sep 2024 |
|
| Atria Wealth Solutions | 4.5k | $203k | 100% | Sep 2024 |
|
| Sequoia Financial Advisors | 4.5k | $202k | -15% | Sep 2024 |
|
| Brian McDonald | 4.0k | $179k | 0% | Sep 2024 |
|
| Frazier Financial Advisors | 3.6k | $162k | 0% | Sep 2024 |
|
| Citigroup | 3.5k | $157k | 15% | Sep 2024 |
|
| Breakwater Investment Management | 3.1k | $134k | 0% | Sep 2024 |
|
| Proequities | 2.9k | $129M | -4% | Sep 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 2.6k | $116k | 19% | Sep 2024 |
|
| Royal Bank of Canada | 2.5k | $112k | -14% | Sep 2024 |
|
| Harwood Advisory | 2.3k | $104k | 100% | Sep 2024 |
|
| Pinnacle Bank | 2.1k | $92k | 0% | Sep 2024 |
|
| Venturi Wealth Management | 1.1k | $51k | 0% | Sep 2024 |
|
| Householder Group Estate & Retirement Specialist | 762.00 | $34k | -3% | Sep 2024 |
|
| Clear Point Advisors | 756.00 | $34k | 43% | Sep 2024 |
|
| Covestor | 662.00 | $30k | 8% | Sep 2024 |
|
| Tidemark | 500.00 | $22k | 0% | Sep 2024 |
|
| Hanson McClain Advisors | 469.00 | $21k | -49% | Sep 2024 |
|
| Tucker Asset Management | 458.00 | $20k | 0% | Jun 2024 |
|
| Steward Partners Investment Advisory | 403.00 | $17k | 0% | Jun 2024 |
|
| Private Trust Co Na | 339.00 | $15k | -56% | Jun 2024 |
|
| Aptus Capital Advisors | 334.00 | $15k | 100% | Sep 2024 |
|
| Townsend Asset Management Corp | 329.00 | $15k | -66% | Sep 2024 |
|
| IFP Advisors | 222.00 | $9.5k | 0% | Jun 2024 |
|
| WR Wealth Planners | 218.00 | $9.7k | 0% | Sep 2024 |
|
| Capital Investment Advisory Services | 201.00 | $9.0k | 0% | Sep 2024 |
|
| Anfield Capital Management | 156.00 | $7.0k | 100% | Sep 2024 |
|
| Key FInancial | 137.00 | $6.1k | 0% | Sep 2024 |
|
| Sound Income Strategies | 135.00 | $6.0k | -73% | Sep 2024 |
|
| Financial Gravity Wealth | 120.00 | $5.2k | 0% | Jun 2024 |
|
| Plante Moran Financial Advisors | 73.00 | $3.3k | 100% | Sep 2024 |
|
| Principal Securities | 32.00 | $1.4k | 100% | Sep 2024 |
|
| Continuum Advisory | 20.00 | $866.000000 | 0% | Sep 2024 |
|
| Peterson Financial Group | 11.00 | $514.000300 | 100% | Sep 2024 |
|
| Hantz Financial Services | 8.00 | $0 | 0% | Jun 2024 |
|
Who sold out of Wisdomtree Tr brclys us aggr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Feltz Wealth PLAN | Jun 2024 | 70k | $3.0M |
| Centennial Wealth Advisory | Jun 2024 | 29k | $1.3M |
| Old Mission Capital | Mar 2024 | 16k | $681k |
| Equitable Holdings | Mar 2024 | 8.4k | $366k |
| Maripau Wealth Management | Jun 2024 | 6.9k | $297k |
| Merit Financial Group | Mar 2024 | 5.8k | $247k |
| Gradient Investments | Jun 2024 | 5.7k | $246k |
| Oliver Luxxe Assets | Jun 2024 | 5.1k | $217k |
| GM Advisory | Jun 2024 | 5.0k | $214k |
| Coastal Investment Advisors | Jun 2024 | 3.3k | $142k |
| ICA Group Wealth Management | Mar 2024 | 3.1k | $136k |
| Northwestern Mutual Wealth Management Company | Jun 2024 | 928.00 | $40k |
| LGT Financial Advisors | Jun 2024 | 746.00 | $32k |
| International Assets Investment Management | Jun 2024 | 338.00 | $15k |
| Truvestments Capital | Mar 2024 | 313.00 | $14k |
| Us Bancorp | Jun 2024 | 73.00 | $3.1k |
| Creekmur Asset Management | Jun 2024 | 32.00 | $1.4k |
| Washington Trust Advisors | Jun 2024 | 23.00 | $989.000000 |
| Triad Wealth Partners | Jun 2024 | 10.00 | $430.000000 |