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 | 4.1M | $183M | 0% | Sep 2024 |
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| LPL Financial | 1.2M | $52M | -4% | Sep 2024 |
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| CWM | 1.1M | $51M | 0% | Sep 2024 |
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| Envestnet Asset Management | 1.1M | $49M | 11% | Sep 2024 |
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| Trilogy Capital | 870k | $39M | 16% | Sep 2024 |
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| Mercer Global Advisors | 868k | $37M | 15% | Jun 2024 |
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| SimpliFi | 850k | $38M | 1% | Sep 2024 |
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| Savant Capital Management | 742k | $33M | -1% | Sep 2024 |
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| HighTower Advisors | 693k | $30M | 2% | Jun 2024 |
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| Prestige Wealth Management Group | 585k | $26M | 0% | Sep 2024 |
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| Private Advisor | 515k | $23M | -3% | Sep 2024 |
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| First Foundation Advisors | 414k | $18M | 4% | Jun 2024 |
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| Symphony Financial | 371k | $17M | 11% | Sep 2024 |
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| Morgan Stanley | 331k | $14M | -36% | Jun 2024 |
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| Jpmorgan Chase & Co | 261k | $12M | 148% | Sep 2024 |
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| Schwallier Wealth Management | 253k | $11M | 5% | Sep 2024 |
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| Atria Investments | 224k | $10M | 22% | Sep 2024 |
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| Invenio Wealth Partners | 218k | $9.4M | 12% | Jun 2024 |
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| Smartleaf Asset Management | 196k | $8.8M | 0% | Sep 2024 |
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| Beacon Financial | 180k | $8.0M | 253% | Sep 2024 |
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| GSB Wealth Management | 177k | $7.9M | 18% | Sep 2024 |
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| Raymond James & Associates | 172k | $7.7M | 30% | Sep 2024 |
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| Insight Advisors, LLC/ PA | 159k | $7.1M | 19% | Sep 2024 |
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| Howard Bailey Securities | 137k | $6.1M | 100% | Sep 2024 |
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| RFG Advisory | 128k | $5.7M | 6% | Sep 2024 |
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| Stifel Financial | 124k | $5.3M | -3% | Jun 2024 |
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| Eqis Capital Management | 122k | $5.5M | 2% | Sep 2024 |
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| Jane Street | 102k | $4.5M | 65% | Sep 2024 |
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| SNS Financial | 101k | $4.5M | -2% | Sep 2024 |
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| Oxinas Partners Wealth Management | 93k | $4.2M | 14% | Sep 2024 |
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| Baldwin Brothers | 92k | $4.1M | 100% | Sep 2024 |
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| Kestra Private Wealth Services | 91k | $4.1M | 22% | Sep 2024 |
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| Advisor Group Holdings | 84k | $3.8M | 275% | Sep 2024 |
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| Captrust Financial Advisors | 71k | $3.2M | -2% | Sep 2024 |
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| Citadel Advisors | 70k | $3.1M | 100% | Sep 2024 |
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| American Financial & Tax Strategies | 70k | $3.1M | -2% | Sep 2024 |
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| WealthPlan Investment Management | 68k | $3.1M | 100% | Sep 2024 |
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| Mml Investors Services | 64k | $2.9M | -24% | Sep 2024 |
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| Wells Fargo & Company | 63k | $2.8M | 19% | Sep 2024 |
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| Financial Planning & Information Services | 59k | $2.6M | 3% | Sep 2024 |
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| Nbc Securities | 54k | $2.4M | 13% | Sep 2024 |
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| Golden State Equity Partners | 53k | $2.4M | -9% | Sep 2024 |
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| Sharper & Granite | 48k | $2.2M | -3% | Sep 2024 |
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| Opal Wealth Advisors | 48k | $2.1M | -4% | Sep 2024 |
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| Goldstone Financial Group | 44k | $2.0M | 100% | Sep 2024 |
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| Raymond James Financial Services Advisors | 44k | $1.9M | -10% | Sep 2024 |
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| Cetera Investment Advisers | 43k | $1.8M | 2% | Jun 2024 |
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| CliftonLarsonAllen Wealth Advisors | 43k | $1.9M | 18% | Sep 2024 |
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| Mariner Wealth Advisors | 42k | $1.9M | 46% | Sep 2024 |
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| Goss Wealth Management | 41k | $1.8M | 100% | Jun 2024 |
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| Resources Investment Advisors | 40k | $1.8M | 19% | Sep 2024 |
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| AE Wealth Management | 38k | $1.7M | -82% | Sep 2024 |
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| H D Vest Advisory Services | 35k | $1.5M | 10% | Jun 2024 |
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| CI Private Wealth | 34k | $1.5M | -27% | Sep 2024 |
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| Segall Bryant & Hamill | 33k | $1.5M | 100% | Sep 2024 |
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| NorthCrest Asset Manangement | 30k | $1.3M | 1% | Jun 2024 |
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| David Kennon | 27k | $1.2M | 0% | Sep 2024 |
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| Independent Wealth Network | 27k | $1.2M | 9% | Sep 2024 |
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| Commonwealth Equity Services | 25k | $1.1M | 133% | Sep 2024 |
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| Harbour Investments | 24k | $1.1M | 32% | Sep 2024 |
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| Trinity Wealth Management | 22k | $985k | 29% | Sep 2024 |
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| My Legacy Advisors | 21k | $949k | -61% | Sep 2024 |
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| Kestra Advisory Services | 21k | $927k | -40% | Sep 2024 |
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| Worth Asset Management | 21k | $919k | 3% | Sep 2024 |
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| Park Avenue Securities | 16k | $734k | 3% | Sep 2024 |
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| Diversify Advisory Services | 15k | $677k | 100% | Sep 2024 |
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| Creative Planning | 15k | $690k | 0% | Sep 2024 |
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| Pinnacle Financial Group, LLC / IL | 14k | $627k | 0% | Sep 2024 |
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| Western Wealth Management | 14k | $611k | 0% | Sep 2024 |
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| Beacon Financial Advisory | 13k | $571k | 71% | Sep 2024 |
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| Winch Advisory Services | 13k | $568k | 5% | Sep 2024 |
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| Capstone Financial Advisors | 13k | $566k | 1% | Sep 2024 |
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| Envestnet Portfolio Solutions | 13k | $557k | 3% | Sep 2024 |
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| Patriot Financial Group Insurance Agency | 12k | $551k | 22% | Sep 2024 |
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| Sanctuary Advisors | 12k | $497k | 100% | Jun 2024 |
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| Institute For Wealth Management | 12k | $519k | -6% | Sep 2024 |
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| Cambridge Investment Research Advisors | 12k | $518k | 0% | Sep 2024 |
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| Gateway Wealth Partners | 11k | $486k | 2% | Sep 2024 |
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| United Advisor Group | 11k | $484k | 0% | Sep 2024 |
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| Larson Financial Group | 11k | $482k | -2% | Sep 2024 |
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| SMI Advisory Services | 11k | $474k | 1% | Sep 2024 |
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| CFG Asset Management | 11k | $468k | 0% | Sep 2024 |
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| Global Retirement Partners | 11k | $468k | 0% | Sep 2024 |
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| GPS Wealth Strategies Group | 9.9k | $442k | -16% | Sep 2024 |
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| Bank of New York Mellon | 9.5k | $427k | 100% | Sep 2024 |
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| McNamara Financial Services | 9.0k | $402k | -3% | Sep 2024 |
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| Walkner Condon Financial Advisors | 8.5k | $379k | -9% | Sep 2024 |
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| Actinver Wealth Management | 8.4k | $377k | 0% | Sep 2024 |
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| CVA Family Office | 7.9k | $353k | 0% | Sep 2024 |
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| Signal Advisors Wealth | 7.7k | $345k | 100% | Sep 2024 |
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| Atticus Wealth Management | 7.4k | $332k | 100% | Sep 2024 |
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| Meridian Financial | 7.1k | $320k | 1% | Sep 2024 |
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| Quadcap Wealth Management | 7.1k | $317k | -3% | Sep 2024 |
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| Creative Financial Designs | 7.1k | $316k | -8% | Sep 2024 |
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| James Investment Research | 6.9k | $308k | 9% | Sep 2024 |
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| Team Financial Group | 6.7k | $299k | 0% | Sep 2024 |
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| Jones Financial Companies, L.L | 6.6k | $296k | 100% | Sep 2024 |
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| Drive Wealth Management | 6.2k | $278k | 100% | Sep 2024 |
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| Perennial Advisors | 6.0k | $258k | 0% | Jun 2024 |
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| Collaborative Wealth Managment | 5.4k | $240k | 13% | Sep 2024 |
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| CoreCap Advisors | 5.3k | $238k | -28% | Sep 2024 |
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| Simplicity Wealth | 5.3k | $235k | 0% | Sep 2024 |
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| Acorn Financial Advisory Services | 5.2k | $234k | 0% | Sep 2024 |
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| Verdence Capital Advisors | 5.1k | $227k | 1% | Sep 2024 |
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| Obsidian Personal Planning Solutions | 4.9k | $214k | -36% | Sep 2024 |
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| HF Advisory Group | 4.9k | $220k | -3% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 4.9k | $210k | -100% | Jun 2024 |
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| Blue Zone Wealth Advisors | 4.6k | $208k | -27% | Sep 2024 |
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| Integrated Wealth Concepts | 4.6k | $207k | 100% | Sep 2024 |
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| Atria Wealth Solutions | 4.5k | $203k | 100% | Sep 2024 |
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| Sequoia Financial Advisors | 4.5k | $202k | -15% | Sep 2024 |
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| Brian McDonald | 4.0k | $179k | 0% | Sep 2024 |
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| Frazier Financial Advisors | 3.6k | $162k | 0% | Sep 2024 |
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| Citigroup | 3.5k | $157k | 15% | Sep 2024 |
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| Breakwater Investment Management | 3.1k | $134k | 0% | Sep 2024 |
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| Proequities | 2.9k | $129M | -4% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 2.6k | $116k | 19% | Sep 2024 |
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| Royal Bank of Canada | 2.5k | $112k | -14% | Sep 2024 |
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| Harwood Advisory | 2.3k | $104k | 100% | Sep 2024 |
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| Pinnacle Bank | 2.1k | $92k | 0% | Sep 2024 |
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| Venturi Wealth Management | 1.1k | $51k | 0% | Sep 2024 |
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| Householder Group Estate & Retirement Specialist | 762.00 | $34k | -3% | Sep 2024 |
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| Clear Point Advisors | 756.00 | $34k | 43% | Sep 2024 |
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| Covestor | 662.00 | $30k | 8% | Sep 2024 |
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| Tidemark | 500.00 | $22k | 0% | Sep 2024 |
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| Hanson McClain Advisors | 469.00 | $21k | -49% | Sep 2024 |
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| Tucker Asset Management | 458.00 | $20k | 0% | Jun 2024 |
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| Steward Partners Investment Advisory | 403.00 | $17k | 0% | Jun 2024 |
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| Private Trust Co Na | 339.00 | $15k | -56% | Jun 2024 |
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| Aptus Capital Advisors | 334.00 | $15k | 100% | Sep 2024 |
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| Townsend Asset Management Corp | 329.00 | $15k | -66% | Sep 2024 |
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| IFP Advisors | 222.00 | $9.5k | 0% | Jun 2024 |
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| WR Wealth Planners | 218.00 | $9.7k | 0% | Sep 2024 |
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| Capital Investment Advisory Services | 201.00 | $9.0k | 0% | Sep 2024 |
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| Anfield Capital Management | 156.00 | $7.0k | 100% | Sep 2024 |
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| Key FInancial | 137.00 | $6.1k | 0% | Sep 2024 |
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| Sound Income Strategies | 135.00 | $6.0k | -73% | Sep 2024 |
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| Financial Gravity Wealth | 120.00 | $5.2k | 0% | Jun 2024 |
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| Plante Moran Financial Advisors | 73.00 | $3.3k | 100% | Sep 2024 |
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| Principal Securities | 32.00 | $1.4k | 100% | Sep 2024 |
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| Continuum Advisory | 20.00 | $866.000000 | 0% | Sep 2024 |
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| Peterson Financial Group | 11.00 | $514.000300 | 100% | Sep 2024 |
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| Hantz Financial Services | 8.00 | $0 | 0% | Jun 2024 |
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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 |