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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 2.9M | $123M | -30% | Dec 2024 |
|
| LPL Financial | 1.3M | $56M | 12% | Dec 2024 |
|
| CWM | 1.2M | $51M | 4% | Dec 2024 |
|
| Envestnet Asset Management | 1.1M | $47M | 1% | Dec 2024 |
|
| Mercer Global Advisors | 1.1M | $47M | 10% | Dec 2024 |
|
| UBS Group | 942k | $40M | 3% | Dec 2024 |
|
| Trilogy Capital | 921k | $40M | 6% | Dec 2024 |
|
| SimpliFi | 861k | $37M | 1% | Dec 2024 |
|
| HighTower Advisors | 763k | $33M | 5% | Dec 2024 |
|
| Savant Capital Management | 717k | $31M | -3% | Dec 2024 |
|
| Prestige Wealth Management Group | 605k | $26M | 3% | Dec 2024 |
|
| Private Advisor | 534k | $23M | 4% | Dec 2024 |
|
| First Foundation Advisors | 467k | $20M | 8% | Dec 2024 |
|
| Symphony Financial | 404k | $17M | 9% | Dec 2024 |
|
| Jpmorgan Chase & Co | 399k | $17M | 53% | Dec 2024 |
|
| Morgan Stanley | 360k | $16M | 0% | Dec 2024 |
|
| Atria Investments | 276k | $12M | 24% | Dec 2024 |
|
| Schwallier Wealth Management | 259k | $11M | 2% | Dec 2024 |
|
| Invenio Wealth Partners | 256k | $11M | 8% | Dec 2024 |
|
| Raymond James Financial | 222k | $9.5M | 100% | Dec 2024 |
|
| Smartleaf Asset Management | 211k | $9.1M | 8% | Dec 2024 |
|
| Insight Advisors, LLC/ PA | 208k | $9.0M | 8% | Mar 2025 |
|
| GSB Wealth Management | 206k | $8.9M | 17% | Dec 2024 |
|
| Defined Financial Planning | 161k | $7.0M | 10% | Mar 2025 |
|
| Ameriprise Financial | 155k | $6.7M | 10% | Dec 2024 |
|
| Howard Bailey Securities | 145k | $6.2M | 6% | Dec 2024 |
|
| Stifel Financial | 137k | $5.9M | -9% | Dec 2024 |
|
| Warren Averett Asset Management | 127k | $5.5M | 12% | Dec 2024 |
|
| RFG Advisory | 126k | $5.5M | 6% | Mar 2025 |
|
| Kestra Private Wealth Services | 125k | $5.3M | 36% | Dec 2024 |
|
| Eqis Capital Management | 116k | $5.0M | -5% | Dec 2024 |
|
| SNS Financial | 98k | $4.2M | -3% | Dec 2024 |
|
| Beacon Financial | 96k | $4.2M | -1% | Mar 2025 |
|
| Oxinas Partners Wealth Management | 94k | $4.1M | -9% | Mar 2025 |
|
| Commonwealth Equity Services | 91k | $3.9M | 268% | Dec 2024 |
|
| Advisor Group Holdings | 82k | $3.6M | -3% | Dec 2024 |
|
| Citadel Advisors | 81k | $3.5M | 16% | Dec 2024 |
|
| Nbc Securities | 79k | $3.4M | 139240% | Mar 2025 |
|
| Independent Advisor Alliance | 79k | $3.4M | 100% | Dec 2024 |
|
| Captrust Financial Advisors | 78k | $3.3M | 9% | Dec 2024 |
|
| Armis Advisers | 74k | $3.2M | 100% | Dec 2024 |
|
| Golden State Equity Partners | 73k | $3.1M | 38% | Dec 2024 |
|
| American Financial & Tax Strategies | 70k | $3.0M | 0% | Dec 2024 |
|
| WealthPlan Investment Management | 66k | $2.8M | -4% | Dec 2024 |
|
| Mml Investors Services | 64k | $2.7M | -1% | Dec 2024 |
|
| Wells Fargo & Company | 63k | $2.7M | 1% | Dec 2024 |
|
| Cetera Investment Advisers | 62k | $2.7M | 11% | Dec 2024 |
|
| Golden State Wealth Management | 55k | $2.4M | 100% | Dec 2024 |
|
| Goldstone Financial Group | 52k | $2.3M | 2% | Mar 2025 |
|
| JT Stratford | 50k | $2.1M | 14% | Dec 2024 |
|
| Sharper & Granite | 49k | $2.1M | 1% | Dec 2024 |
|
| NorthCrest Asset Manangement | 49k | $2.1M | 47% | Mar 2025 |
|
| Mariner Wealth Advisors | 45k | $1.9M | 8% | Dec 2024 |
|
| CliftonLarsonAllen Wealth Advisors | 44k | $1.9M | 2% | Dec 2024 |
|
| Steward Partners Investment Advisory | 43k | $1.8M | 3911% | Dec 2024 |
|
| AE Wealth Management | 39k | $1.7M | 2% | Dec 2024 |
|
| CI Private Wealth | 34k | $1.5M | 2% | Dec 2024 |
|
| Segall Bryant & Hamill | 34k | $1.5M | 4% | Dec 2024 |
|
| Betterment | 33k | $1.4M | 34% | Dec 2024 |
|
| Resources Investment Advisors | 31k | $1.3M | -22% | Dec 2024 |
|
| Independent Wealth Network | 30k | $1.3M | 9% | Dec 2024 |
|
| H D Vest Advisory Services | 29k | $1.2M | -2% | Dec 2024 |
|
| David Kennon | 27k | $1.2M | -1% | Dec 2024 |
|
| Kestra Advisory Services | 25k | $1.1M | 20% | Dec 2024 |
|
| Harbour Investments | 24k | $1.0M | 1% | Dec 2024 |
|
| Ashton Thomas Private Wealth | 24k | $1.0M | 100% | Dec 2024 |
|
| Jane Street | 22k | $962k | -78% | Dec 2024 |
|
| Sanctuary Advisors | 21k | $903k | 31% | Dec 2024 |
|
| My Legacy Advisors | 21k | $899k | 0% | Mar 2025 |
|
| Actinver Wealth Management | 20k | $870k | 141% | Dec 2024 |
|
| GeoWealth Management | 20k | $867k | 100% | Dec 2024 |
|
| Park Avenue Securities | 20k | $845k | -24% | Mar 2025 |
|
| Beacon Financial Advisory | 18k | $789k | 44% | Dec 2024 |
|
| Trinity Wealth Management | 18k | $767k | -18% | Mar 2025 |
|
| Creative Planning | 17k | $741k | 12% | Dec 2024 |
|
| Webster Bank, N. A. | 17k | $734k | 0% | Mar 2025 |
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| Winch Advisory Services | 17k | $718k | 32% | Dec 2024 |
|
| Diversify Advisory Services | 16k | $663k | 1% | Dec 2024 |
|
| Foundations Investment Advisors | 15k | $623k | 100% | Dec 2024 |
|
| Pinnacle Financial Group, LLC / IL | 14k | $601k | 0% | Dec 2024 |
|
| Worth Asset Management | 14k | $597k | -3% | Mar 2025 |
|
| Envestnet Portfolio Solutions | 13k | $567k | 6% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 13k | $565k | 14% | Dec 2024 |
|
| Institute For Wealth Management | 13k | $559k | 12% | Dec 2024 |
|
| Capstone Financial Advisors | 13k | $550k | 1% | Dec 2024 |
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| Western Wealth Management | 13k | $540k | -8% | Dec 2024 |
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| Sovran Advisors | 12k | $517k | 100% | Dec 2024 |
|
| Patriot Financial Group Insurance Agency | 12k | $519k | -3% | Mar 2025 |
|
| Jones Financial Companies, L.L | 12k | $499k | 76% | Dec 2024 |
|
| CFG Asset Management | 11k | $492k | 2% | Mar 2025 |
|
| SMI Advisory Services | 11k | $486k | 6% | Mar 2025 |
|
| Gateway Wealth Partners | 11k | $468k | 0% | Dec 2024 |
|
| Larson Financial Group | 10k | $440k | -5% | Dec 2024 |
|
| Goss Wealth Management | 10k | $438k | 74% | Dec 2024 |
|
| Global Retirement Partners | 10k | $437k | -3% | Dec 2024 |
|
| REAP Financial Group | 9.9k | $425k | -9% | Dec 2024 |
|
| Farther Finance Advisors | 9.6k | $416k | 100% | Mar 2025 |
|
| United Advisor Group | 9.5k | $408k | -12% | Dec 2024 |
|
| Bank of New York Mellon | 9.4k | $404k | -1% | Dec 2024 |
|
| Kades & Cheifetz | 9.1k | $389k | 100% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 8.9k | $388k | 67% | Mar 2025 |
|
| Walkner Condon Financial Advisors | 8.6k | $371k | 2% | Dec 2024 |
|
| Drive Wealth Management | 8.6k | $368k | 38% | Dec 2024 |
|
| James Investment Research | 8.1k | $348k | 18% | Dec 2024 |
|
| Creative Financial Designs | 8.0k | $342k | 13% | Dec 2024 |
|
| CVA Family Office | 7.9k | $343k | 0% | Mar 2025 |
|
| CoreCap Advisors | 7.7k | $331k | 45% | Dec 2024 |
|
| GPS Wealth Strategies Group | 7.5k | $326k | -20% | Mar 2025 |
|
| Meridian Financial | 7.3k | $314k | 2% | Dec 2024 |
|
| Quadcap Wealth Management | 7.1k | $307k | 1% | Dec 2024 |
|
| McNamara Financial Services | 7.0k | $304k | -10% | Mar 2025 |
|
| Empirical Asset Management | 6.8k | $290k | 100% | Dec 2024 |
|
| Team Financial Group | 6.6k | $282k | -2% | Dec 2024 |
|
| Atticus Wealth Management | 6.6k | $281k | -12% | Dec 2024 |
|
| Perennial Advisors | 6.5k | $283k | 100% | Mar 2025 |
|
| IHT Wealth Management | 6.3k | $269k | -25% | Dec 2024 |
|
| Tounjian Advisory Partners | 5.7k | $248k | 100% | Mar 2025 |
|
| Wealthcare Advisory Partners | 5.7k | $248k | 100% | Mar 2025 |
|
| Baldwin Brothers | 5.5k | $239k | -53% | Mar 2025 |
|
| Transce3nd | 5.4k | $233k | 100% | Dec 2024 |
|
| HF Advisory Group | 5.3k | $230k | 2% | Mar 2025 |
|
| Venturi Wealth Management | 5.3k | $227k | 362% | Dec 2024 |
|
| Acorn Financial Advisory Services | 5.2k | $225k | 0% | Dec 2024 |
|
| Verdence Capital Advisors | 5.1k | $219k | 0% | Dec 2024 |
|
| Vantage Point Financial | 5.0k | $215k | 100% | Dec 2024 |
|
| Obsidian Personal Planning Solutions | 4.9k | $211k | 0% | Dec 2024 |
|
| Maripau Wealth Management | 4.7k | $202k | 100% | Dec 2024 |
|
| Simplicity Wealth | 4.6k | $201k | 100% | Mar 2025 |
|
| Brian McDonald | 4.2k | $182k | 6% | Dec 2024 |
|
| Frazier Financial Advisors | 3.6k | $156k | 0% | Dec 2024 |
|
| Citigroup | 3.5k | $152k | 1% | Dec 2024 |
|
| Breakwater Investment Management | 3.1k | $131k | -2% | Dec 2024 |
|
| ORG Partners | 3.0k | $127k | 100% | Dec 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 2.6k | $112k | 0% | Dec 2024 |
|
| Opal Wealth Advisors | 2.4k | $104k | -95% | Mar 2025 |
|
| Pinnacle Bank | 2.1k | $88k | 0% | Dec 2024 |
|
| Royal Bank of Canada | 1.9k | $83k | -23% | Dec 2024 |
|
| SBI Securities | 1.7k | $72k | 100% | Dec 2024 |
|
| Van Hulzen Asset Management | 1.3k | $58k | 100% | Dec 2024 |
|
| Covestor | 1.1k | $46k | 60% | Dec 2024 |
|
| Proequities | 1.0k | $44M | -65% | Dec 2024 |
|
| Hanson McClain Advisors | 1.0k | $44k | 116% | Dec 2024 |
|
| IFP Advisors | 513.00 | $22k | 131% | Dec 2024 |
|
| Tidemark | 500.00 | $22k | 0% | Dec 2024 |
|
| Tucker Asset Management | 461.00 | $20k | 0% | Dec 2024 |
|
| Townsend Asset Management Corp | 333.00 | $14k | 1% | Dec 2024 |
|
| Truvestments Capital | 313.00 | $13k | 0% | Dec 2024 |
|
| Private Trust Co Na | 282.00 | $12k | -8% | Dec 2024 |
|
| Capital Analysts | 272.00 | $12k | 1% | Dec 2024 |
|
| Zrc Wealth Management | 256.00 | $11k | 0% | Mar 2025 |
|
Who sold out of Wisdomtree Tr brclys us aggr?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Signal Advisors Wealth | Dec 2024 | 6.8k | $294k |
| Merit Financial Group | Dec 2024 | 5.9k | $253k |
| Collaborative Wealth Managment | Sep 2024 | 5.4k | $240k |
| Integrated Wealth Concepts | Sep 2024 | 4.6k | $207k |
| Atria Wealth Solutions | Sep 2024 | 4.5k | $203k |
| Sequoia Financial Advisors | Sep 2024 | 4.5k | $202k |
| Householder Group Estate & Retirement Specialist | Sep 2024 | 762.00 | $34k |
| Clear Point Advisors | Sep 2024 | 756.00 | $34k |
| Aptus Capital Advisors | Sep 2024 | 334.00 | $15k |
| Guardian Wealth Advisors, Llc / Nc | Sep 2024 | 334.00 | $15k |