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 | 4.0M | $176M | 70% | Jun 2026 |
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| LPL Financial | 1.5M | $64M | -2% | Jun 2026 |
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| Mercer Global Advisors | 1.3M | $58M | 6% | Jun 2026 |
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| CWM | 1.3M | $56M | 4% | Mar 2026 |
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| Savant Capital Management | 1.1M | $50M | 94% | Jun 2026 |
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| Prime Capital Investment Advisors | 779k | $34M | 15% | Jun 2026 |
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| Prestige Wealth Management Group | 675k | $29M | -2% | Jun 2026 |
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| UBS Group | 630k | $27M | 8% | Jun 2026 |
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| HighTower Advisors | 572k | $25M | -9% | Jun 2026 |
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| WealthPlan Investment Management | 488k | $21M | -4% | Jun 2026 |
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| Raymond James Financial | 375k | $16M | 32% | Jun 2026 |
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| First Foundation Advisors | 330k | $14M | 3% | Jun 2026 |
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| GSB Wealth Management | 283k | $12M | 7% | Jun 2026 |
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| Citizens Financial Group | 272k | $12M | 2% | Jun 2026 |
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| Kestra Private Wealth Services | 268k | $12M | 4% | Jun 2026 |
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| Morgan Stanley | 264k | $12M | 10% | Mar 2026 |
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| Smartleaf Asset Management | 251k | $11M | 0% | Jun 2026 |
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| Ameriprise Financial | 247k | $11M | -7% | Jun 2026 |
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| Action Point Financial Planning | 225k | $9.8M | 100% | Jun 2026 |
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| Cetera Investment Advisers | 208k | $9.0M | -1% | Jun 2026 |
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| Atria Investments | 200k | $8.7M | -24% | Jun 2026 |
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| Broussard Financial Group | 180k | $7.8M | -2% | Jun 2026 |
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| Vestmark Advisory Solutions | 159k | $6.9M | 0% | Jun 2026 |
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| RFG Advisory | 154k | $6.7M | 2% | Jun 2026 |
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| Private Advisor | 142k | $6.2M | -67% | Jun 2026 |
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| Stifel Financial | 142k | $6.2M | 4% | Jun 2026 |
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| Advisor Group Holdings | 137k | $5.9M | 65% | Jun 2026 |
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| Envestnet Asset Management | 123k | $5.4M | 3% | Jun 2026 |
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| Wells Fargo & Company | 119k | $5.2M | 3% | Jun 2026 |
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| Nbc Securities | 114k | $4.9M | 6% | Jun 2026 |
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| Oxinas Partners Wealth Management | 113k | $4.9M | 2% | Jun 2026 |
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| Jpmorgan Chase & Co | 107k | $4.7M | 100% | Jun 2026 |
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| Optima Capital | 104k | $4.5M | 3% | Jun 2026 |
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| Captrust Financial Advisors | 82k | $3.6M | 2% | Jun 2026 |
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| Mml Investors Services | 80k | $3.5M | 48% | Jun 2026 |
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| Eqis Capital Management | 75k | $3.2M | 1% | Jun 2026 |
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| Goldman Sachs Group | 74k | $3.2M | 100% | Jun 2026 |
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| Sharper & Granite | 71k | $3.1M | 6% | Jun 2026 |
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| WealthPoint Financial | 68k | $2.9M | 0% | Jun 2026 |
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| Kestra Advisory Services | 67k | $2.9M | -33% | Jun 2026 |
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| Mariner Wealth Advisors | 66k | $2.9M | -49% | Jun 2026 |
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| American Financial & Tax Strategies | 64k | $2.8M | 0% | Jun 2026 |
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| Main Street Financial Solutions | 63k | $2.7M | -13% | Jun 2026 |
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| Ubs Global Asset Management Americas | 59k | $2.6M | 0% | Jun 2026 |
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| Harbour Investments | 57k | $2.5M | 2% | Jun 2026 |
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| Sanctuary Advisors | 55k | $2.4M | 63% | Jun 2026 |
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| CliftonLarsonAllen Wealth Advisors | 52k | $2.2M | 1% | Jun 2026 |
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| AE Wealth Management | 51k | $2.2M | 8% | Jun 2026 |
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| Heck Capital Advisors | 48k | $2.1M | 100% | Jun 2026 |
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| Golden State Wealth Management | 44k | $1.9M | 5% | Jun 2026 |
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| Trilogy Capital | 43k | $1.9M | 3% | Jun 2026 |
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| JT Stratford | 43k | $1.9M | 12% | Jun 2026 |
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| Betterment | 36k | $1.6M | 5% | Jun 2026 |
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| Concurrent Investment Advisors | 36k | $1.6M | -25% | Jun 2026 |
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| W.H. Cornerstone Investments | 31k | $1.3M | 100% | Jun 2026 |
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| Feltz Wealth PLAN | 31k | $1.3M | 69% | Jun 2026 |
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| Warren Averett Asset Management | 30k | $1.3M | 48% | Jun 2026 |
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| CI Private Wealth | 29k | $1.3M | 100% | Jun 2026 |
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| Integrity Alliance | 29k | $1.3M | 14% | Jun 2026 |
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| James Investment Research | 28k | $1.2M | 22% | Jun 2026 |
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| Bank of New York Mellon | 28k | $1.2M | 50% | Jun 2026 |
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| Segall Bryant & Hamill | 28k | $1.2M | -4% | Jun 2026 |
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| Empirical Asset Management | 27k | $1.2M | 6% | Jun 2026 |
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| Armis Advisers | 26k | $1.1M | -9% | Jun 2026 |
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| Jones Financial Companies, L.L | 25k | $1.1M | 12% | Jun 2026 |
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| David Kennon | 24k | $1.1M | -5% | Jun 2026 |
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| Win Advisors | 24k | $1.0M | 3% | Jun 2026 |
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| Winch Advisory Services | 23k | $980k | 12% | Jun 2026 |
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| Symphony Financial | 22k | $942k | -18% | Jun 2026 |
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| Gateway Wealth Partners | 21k | $916k | -52% | Jun 2026 |
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| Webster Bank, N. A. | 21k | $897k | 0% | Jun 2026 |
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| Goldstone Financial Group | 20k | $865k | 1% | Jun 2026 |
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| Howard Bailey Securities | 20k | $852k | -16% | Jun 2026 |
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| Park Avenue Securities | 19k | $806k | 8% | Jun 2026 |
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| Diversify Wealth Management | 18k | $786k | 0% | Jun 2026 |
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| Diversify Advisory Services | 18k | $786k | 100% | Jun 2026 |
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| Insight Advisors, LLC/ PA | 18k | $763k | -25% | Jun 2026 |
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| Jane Street | 17k | $749k | -75% | Jun 2026 |
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| Creative Planning | 17k | $740k | -1% | Jun 2026 |
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| Trinity Wealth Management | 17k | $720k | -7% | Jun 2026 |
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| Beacon Financial | 16k | $686k | 6% | Jun 2026 |
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| Summit Financial | 15k | $667k | -6% | Jun 2026 |
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| Citadel Advisors | 15k | $662k | -78% | Jun 2026 |
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| Ashton Thomas Private Wealth | 15k | $640k | -3% | Jun 2026 |
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| Pinnacle Financial Group, LLC / IL | 14k | $623k | 2% | Jun 2026 |
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| Farther Finance Advisors | 14k | $606k | 41% | Jun 2026 |
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| Barnes Wealth Management Group | 14k | $603k | -30% | Jun 2026 |
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| Global Retirement Partners | 14k | $602k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 13k | $581k | 20% | Jun 2026 |
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| McNamara Financial Services | 13k | $572k | 3% | Mar 2026 |
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| CFG Asset Management | 13k | $563k | 2% | Jun 2026 |
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| Capstone Financial Advisors | 13k | $562k | 1% | Jun 2026 |
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| EJMK Ventures | 13k | $548k | -30% | Jun 2026 |
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| Wealthcare Advisory Partners | 13k | $547k | 0% | Jun 2026 |
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| Worth Asset Management | 12k | $532k | 0% | Jun 2026 |
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| Gallagher Fiduciary Advisors | 12k | $518k | 16% | Jun 2026 |
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| Beacon Financial Advisory | 12k | $514k | -4% | Jun 2026 |
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| Twin Capital Management | 12k | $502k | 100% | Jun 2026 |
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| Arkadios Wealth Advisors | 11k | $480k | 4% | Jun 2026 |
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| Lionshead Wealth Management | 11k | $468k | -1% | Jun 2026 |
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| PSI Advisors | 10k | $438k | -21% | Jun 2026 |
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| Avestar Capital | 9.6k | $419k | -36% | Jun 2026 |
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| Merit Financial Group | 9.6k | $418k | -91% | Jun 2026 |
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| Larson Financial Group | 9.6k | $417k | -3% | Jun 2026 |
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| Sun Financial | 9.4k | $401k | -17% | Jun 2026 |
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| Resources Investment Advisors | 8.4k | $365k | -8% | Jun 2026 |
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| Advisory Solutions Group | 8.0k | $348k | 100% | Jun 2026 |
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| Actinver Wealth Management | 8.0k | $347k | 0% | Jun 2026 |
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| CVA Family Office | 7.9k | $343k | 0% | Jun 2026 |
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| Team Financial Group | 7.1k | $307k | 0% | Jun 2026 |
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| Simplicity Wealth | 6.9k | $301k | -6% | Jun 2026 |
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| FORM Wealth Advisors | 6.9k | $300k | 1% | Jun 2026 |
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| United Advisor Group | 6.8k | $294k | 1% | Jun 2026 |
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| Dynamic Advisors Solutions | 6.7k | $291k | 24% | Jun 2026 |
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| Creative Financial Designs | 6.5k | $283k | 4% | Jun 2026 |
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| CoreCap Advisors | 6.3k | $276k | -11% | Jun 2026 |
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| Gambit Capital Management | 6.3k | $274k | 100% | Jun 2026 |
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| Retireful | 6.2k | $269k | 100% | Jun 2026 |
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| Buckingham Strategic Partners | 6.2k | $268k | 15% | Jun 2026 |
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| OMNI 360 Wealth | 6.2k | $268k | 15% | Jun 2026 |
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| Acorn Wealth Advisors | 6.1k | $265k | 100% | Jun 2026 |
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| Town Capital | 6.0k | $261k | -9% | Jun 2026 |
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| HF Advisory Group | 5.8k | $254k | 5% | Jun 2026 |
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| Centaurus Financial | 5.8k | $253k | 8% | Jun 2026 |
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| Meridian Financial | 5.7k | $248k | -3% | Jun 2026 |
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| Western Wealth Management | 5.6k | $242k | -11% | Jun 2026 |
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| REAP Financial Group | 5.5k | $238k | -29% | Jun 2026 |
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| Commonwealth Equity Services | 5.2k | $227k | 100% | Jun 2026 |
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| Verdence Capital Advisors | 5.1k | $221k | 1% | Jun 2026 |
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| Quadcap Wealth Management | 4.9k | $213k | 0% | Jun 2026 |
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| SWMG | 4.7k | $204k | -28% | Jun 2026 |
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| Redwood Investment Management | 4.7k | $205k | 100% | Jun 2026 |
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| Acorn Financial Advisory Services | 4.6k | $202k | 0% | Jun 2026 |
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| Citigroup | 3.9k | $167k | 100% | Mar 2026 |
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| Evolution Wealth Management | 3.8k | $165k | 2% | Jun 2026 |
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| Frazier Financial Advisors | 3.6k | $158k | 0% | Jun 2026 |
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| Royal Bank of Canada | 3.3k | $144k | 12% | Jun 2026 |
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| Aptus Capital Advisors | 2.9k | $128k | 0% | Jun 2026 |
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| Breakwater Investment Management | 2.7k | $116k | -18% | Jun 2026 |
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| Tounjian Advisory Partners | 2.6k | $114k | 100% | Jun 2026 |
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| SBI Securities | 2.4k | $102k | -17% | Jun 2026 |
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| Pinnacle Bank | 2.1k | $89k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 1.9k | $82k | 2% | Jun 2026 |
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| Covestor | 1.9k | $82k | -10% | Jun 2026 |
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| Institute For Wealth Management | 1.7k | $75k | -67% | Jun 2026 |
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| TrueNorth | 1.4k | $61k | 100% | Jun 2026 |
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| Harwood Advisory | 1.1k | $49k | 1% | Mar 2026 |
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| Reyes Financial Architecture | 1.0k | $45k | -18% | Jun 2026 |
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| Geneos Wealth Management | 900.00 | $39k | 100% | Jun 2026 |
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| SHP Wealth Management | 692.00 | $30k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 528.00 | $23k | -30% | Jun 2026 |
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| Lloyd Advisory Services | 46.00 | $2.0k | -99% | Jun 2026 |
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Who sold out of Wisdomtree Tr brclys us aggr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Golden State Equity Partners | Mar 2026 | 67k | $2.9M |
| Independent Advisor Alliance | Mar 2026 | 34k | $1.5M |
| Susquehanna International | Mar 2026 | 30k | $1.3M |
| SNS Financial | Mar 2026 | 7.3k | $317k |
| IHT Wealth Management | Mar 2026 | 5.2k | $226k |
| Victory Financial Group | Mar 2026 | 4.8k | $211k |
| Vise Technologies | Mar 2026 | 4.7k | $207k |
| Kingdom Financial Group | Mar 2026 | 4.5k | $195k |