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 | 3.7M | $161M | -19% | Dec 2023 |
|
| CWM | 1.2M | $51M | 2% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 1.1M | $47M | 42% | Mar 2024 |
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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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| 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 | 711k | $31M | 2% | Mar 2024 |
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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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| Prestige Wealth Management Group | 538k | $24M | -5% | Dec 2023 |
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| Symphony Financial | 309k | $13M | 16% | Mar 2024 |
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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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| 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 | 110k | $4.8M | 7% | Mar 2024 |
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| Strategic Financial | 87k | $3.8M | 14% | Dec 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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| 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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| Oxinas Partners Wealth Management | 56k | $2.4M | 17% | Mar 2024 |
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| Opal Wealth Advisors | 51k | $2.2M | 0% | Mar 2024 |
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| Sharper & Granite | 51k | $2.2M | 12% | Mar 2024 |
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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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| Nbc Securities | 42k | $1.8M | 64% | Mar 2024 |
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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 | 30k | $1.3M | 3% | Mar 2024 |
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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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| 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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| Independent Wealth Network | 20k | $863k | -24% | Mar 2024 |
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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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| 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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| Western Wealth Management | 14k | $633k | 1% | Dec 2023 |
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| Trinity Wealth Management | 14k | $621k | -21% | Mar 2024 |
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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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| Claro Advisors | 13k | $553k | 2% | Mar 2024 |
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| Signal Advisors Wealth | 13k | $551k | 100% | Mar 2024 |
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| SMI Advisory Services | 12k | $512k | 91% | Mar 2024 |
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| Park Avenue Securities | 12k | $510k | 13% | Mar 2024 |
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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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| McNamara Financial Services | 9.4k | $410k | 8% | Mar 2024 |
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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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| 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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| 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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| 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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| Blue Zone Wealth Advisors | 6.3k | $275k | -20% | Mar 2024 |
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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 | $261k | 0% | Mar 2024 |
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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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| 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 | $89k | 0% | Mar 2024 |
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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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| 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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| Tucker Asset Management | 661.00 | $29k | 524% | Dec 2023 |
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| Tidemark | 619.00 | $27k | 100% | Dec 2023 |
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| Sound Income Strategies | 500.00 | $22k | -32% | Mar 2024 |
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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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| IFP Advisors | 274.00 | $12k | -27% | 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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| Woodmont Investment Counsel | 100.00 | $4.3k | 100% | Mar 2024 |
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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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| 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 |
|
| Larson Financial Group | 15.00 | $660.000000 | 0% | Dec 2023 |
|
| William Blair $ Company | 13.00 | $570.000600 | -100% | Dec 2023 |
|
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 |
| 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 |
| Emerald Investment Partners | Sep 2023 | 300.00 | $13k |
| Cary Street Partner Investment Advisory | Sep 2023 | 252.00 | $11k |
| TSFG | Dec 2023 | 236.00 | $10k |
| Bnp Paribas Arbitrage, Snc | Sep 2023 | 15.00 | $622.999500 |