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 | 2.4M | $103M | 100% | Mar 2026 |
|
| LPL Financial | 1.5M | $65M | 2% | Mar 2026 |
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| Mercer Global Advisors | 1.3M | $55M | -4% | Mar 2026 |
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| CWM | 1.2M | $55M | 2% | Dec 2025 |
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| Prestige Wealth Management Group | 686k | $30M | 8% | Mar 2026 |
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| Prime Capital Investment Advisors | 676k | $29M | 100% | Mar 2026 |
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| HighTower Advisors | 627k | $27M | -12% | Mar 2026 |
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| Savant Capital Management | 588k | $26M | -2% | Mar 2026 |
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| UBS Group | 585k | $25M | 8% | Mar 2026 |
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| WealthPlan Investment Management | 508k | $22M | 111% | Mar 2026 |
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| Private Advisor | 432k | $19M | 5% | Mar 2026 |
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| First Foundation Advisors | 321k | $14M | 3% | Mar 2026 |
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| Citizens Financial Group | 267k | $12M | 9% | Mar 2026 |
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| GSB Wealth Management | 265k | $12M | 2% | Mar 2026 |
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| Ameriprise Financial | 265k | $12M | -7% | Mar 2026 |
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| Morgan Stanley | 264k | $12M | 10% | Mar 2026 |
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| Atria Investments | 264k | $11M | 1% | Mar 2026 |
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| Kestra Private Wealth Services | 258k | $11M | 10% | Mar 2026 |
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| Raymond James Financial | 257k | $11M | 8% | Dec 2025 |
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| Smartleaf Asset Management | 251k | $11M | 4% | Mar 2026 |
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| Cetera Investment Advisers | 209k | $9.1M | 38% | Mar 2026 |
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| Broussard Financial Group | 184k | $8.0M | 7% | Mar 2026 |
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| Vestmark Advisory Solutions | 159k | $6.9M | 7% | Mar 2026 |
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| RFG Advisory | 152k | $6.6M | 3% | Mar 2026 |
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| Stifel Financial | 136k | $5.9M | -1% | Mar 2026 |
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| Mariner Wealth Advisors | 129k | $5.6M | -1% | Mar 2026 |
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| Envestnet Asset Management | 120k | $5.2M | 91% | Mar 2026 |
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| Wells Fargo & Company | 116k | $5.0M | -7% | Mar 2026 |
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| Oxinas Partners Wealth Management | 111k | $4.8M | 5% | Mar 2026 |
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| Merit Financial Group | 108k | $4.7M | -18% | Mar 2026 |
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| Nbc Securities | 107k | $4.6M | 12% | Mar 2026 |
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| Optima Capital | 101k | $4.4M | 4% | Mar 2026 |
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| Kestra Advisory Services | 99k | $4.3M | 53% | Mar 2026 |
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| Advisor Group Holdings | 79k | $3.5M | 5% | Dec 2025 |
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| Captrust Financial Advisors | 79k | $3.5M | 2% | Dec 2025 |
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| Eqis Capital Management | 74k | $3.2M | 15% | Mar 2026 |
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| Citadel Advisors | 70k | $3.0M | 1221% | Mar 2026 |
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| Jane Street | 68k | $3.0M | 100% | Mar 2026 |
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| Sharper & Granite | 68k | $2.9M | 43% | Mar 2026 |
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| Golden State Equity Partners | 67k | $2.9M | 68% | Mar 2026 |
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| American Financial & Tax Strategies | 64k | $2.8M | -1% | Mar 2026 |
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| WealthPoint Financial | 61k | $2.7M | 0% | Mar 2026 |
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| Ubs Global Asset Management Americas | 59k | $2.6M | 100% | Mar 2026 |
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| Harbour Investments | 56k | $2.4M | 23% | Mar 2026 |
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| Mml Investors Services | 54k | $2.4M | -27% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 51k | $2.2M | 2% | Mar 2026 |
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| Concurrent Investment Advisors | 48k | $2.1M | 19% | Mar 2026 |
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| AE Wealth Management | 47k | $2.0M | 12% | Mar 2026 |
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| Gateway Wealth Partners | 44k | $1.9M | 120% | Mar 2026 |
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| Trilogy Capital | 42k | $1.8M | -47% | Mar 2026 |
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| Golden State Wealth Management | 42k | $1.8M | -23% | Mar 2026 |
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| Betterment | 38k | $1.7M | 10% | Dec 2025 |
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| Independent Advisor Alliance | 34k | $1.5M | 100% | Mar 2026 |
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| Sanctuary Advisors | 34k | $1.5M | 23% | Mar 2026 |
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| JT Stratford | 33k | $1.5M | 2% | Dec 2025 |
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| Segall Bryant & Hamill | 29k | $1.2M | -6% | Mar 2026 |
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| Armis Advisers | 28k | $1.2M | -4% | Mar 2026 |
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| Symphony Financial | 26k | $1.1M | -6% | Mar 2026 |
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| David Kennon | 26k | $1.1M | 0% | Mar 2026 |
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| Integrity Alliance | 25k | $1.1M | 6% | Mar 2026 |
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| Empirical Asset Management | 25k | $1.1M | 39% | Mar 2026 |
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| Insight Advisors, LLC/ PA | 24k | $1.0M | -89% | Mar 2026 |
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| Win Advisors | 23k | $1.0M | 100% | Mar 2026 |
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| Howard Bailey Securities | 23k | $1.0M | -90% | Mar 2026 |
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| James Investment Research | 23k | $1.0M | 11% | Mar 2026 |
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| Webster Bank, N. A. | 21k | $896k | 16% | Mar 2026 |
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| Winch Advisory Services | 20k | $876k | 9% | Mar 2026 |
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| Jones Financial Companies, L.L | 20k | $887k | -2% | Dec 2025 |
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| Barnes Wealth Management Group | 20k | $868k | 1% | Mar 2026 |
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| Goldstone Financial Group | 20k | $853k | -1% | Mar 2026 |
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| Bank of New York Mellon | 19k | $819k | 50% | Mar 2026 |
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| Feltz Wealth PLAN | 18k | $797k | 21% | Mar 2026 |
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| Diversify Wealth Management | 18k | $793k | 100% | Mar 2026 |
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| EJMK Ventures | 18k | $778k | 0% | Mar 2026 |
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| Trinity Wealth Management | 18k | $775k | 4% | Mar 2026 |
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| Park Avenue Securities | 17k | $744k | 2% | Mar 2026 |
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| Creative Planning | 17k | $744k | 0% | Mar 2026 |
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| Summit Financial | 16k | $705k | -13% | Mar 2026 |
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| Ashton Thomas Private Wealth | 15k | $659k | -2% | Mar 2026 |
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| Avestar Capital | 15k | $649k | 100% | Mar 2026 |
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| Beacon Financial | 15k | $646k | 2% | Mar 2026 |
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| Pinnacle Financial Group, LLC / IL | 14k | $611k | -3% | Mar 2026 |
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| Global Retirement Partners | 14k | $609k | 0% | Dec 2025 |
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| McNamara Financial Services | 13k | $572k | 3% | Mar 2026 |
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| Capstone Financial Advisors | 13k | $555k | -1% | Mar 2026 |
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| CFG Asset Management | 13k | $554k | 5% | Mar 2026 |
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| Wealthcare Advisory Partners | 13k | $544k | 1% | Mar 2026 |
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| Beacon Financial Advisory | 12k | $537k | -10% | Mar 2026 |
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| Worth Asset Management | 12k | $530k | 2% | Mar 2026 |
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| Sun Financial | 11k | $494k | -24% | Mar 2026 |
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| Integrated Wealth Concepts | 11k | $482k | 100% | Mar 2026 |
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| Lionshead Wealth Management | 11k | $471k | 11% | Mar 2026 |
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| Warren Averett Asset Management | 11k | $473k | -93% | Dec 2025 |
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| Arkadios Wealth Advisors | 11k | $462k | 1% | Mar 2026 |
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| Gallagher Fiduciary Advisors | 10k | $446k | 13% | Mar 2026 |
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| Larson Financial Group | 10k | $440k | -1% | Dec 2025 |
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| Farther Finance Advisors | 9.9k | $431k | 7% | Mar 2026 |
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| Resources Investment Advisors | 9.2k | $398k | -20% | Mar 2026 |
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| Actinver Wealth Management | 8.0k | $346k | -6% | Mar 2026 |
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| CVA Family Office | 7.9k | $343k | 0% | Mar 2026 |
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| REAP Financial Group | 7.7k | $336k | -14% | Mar 2026 |
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| Simplicity Wealth | 7.4k | $321k | 0% | Mar 2026 |
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| SNS Financial | 7.3k | $317k | 0% | Mar 2026 |
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| CoreCap Advisors | 7.1k | $308k | -5% | Mar 2026 |
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| Team Financial Group | 7.1k | $307k | 1% | Mar 2026 |
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| FORM Wealth Advisors | 6.8k | $296k | 1% | Mar 2026 |
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| United Advisor Group | 6.7k | $292k | 1% | Mar 2026 |
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| SWMG | 6.5k | $284k | 0% | Mar 2026 |
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| Creative Financial Designs | 6.3k | $272k | 3% | Mar 2026 |
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| Western Wealth Management | 6.2k | $270k | 0% | Mar 2026 |
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| Meridian Financial | 5.9k | $256k | 1% | Mar 2026 |
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| HF Advisory Group | 5.6k | $242k | 4% | Mar 2026 |
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| Dynamic Advisors Solutions | 5.4k | $234k | 1% | Mar 2026 |
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| OMNI 360 Wealth | 5.4k | $233k | 0% | Mar 2026 |
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| Buckingham Strategic Partners | 5.4k | $233k | 100% | Mar 2026 |
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| Centaurus Financial | 5.4k | $233k | 1% | Mar 2026 |
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| IHT Wealth Management | 5.2k | $229k | -16% | Dec 2025 |
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| Institute For Wealth Management | 5.2k | $226k | -8% | Mar 2026 |
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| Verdence Capital Advisors | 5.0k | $219k | 1% | Mar 2026 |
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| Quadcap Wealth Management | 4.9k | $213k | 0% | Mar 2026 |
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| Victory Financial Group | 4.8k | $211k | 3% | Mar 2026 |
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| Vise Technologies | 4.7k | $207k | 0% | Mar 2026 |
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| Acorn Financial Advisory Services | 4.6k | $201k | 0% | Mar 2026 |
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| Lloyd Advisory Services | 4.5k | $195k | 9862% | Mar 2026 |
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| Kingdom Financial Group | 4.5k | $195k | -36% | Mar 2026 |
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| Citigroup | 3.9k | $167k | 100% | Mar 2026 |
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| Evolution Wealth Management | 3.7k | $163k | -3% | Mar 2026 |
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| Frazier Financial Advisors | 3.6k | $158k | 0% | Mar 2026 |
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| Breakwater Investment Management | 3.3k | $144k | 7% | Dec 2025 |
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| Aptus Capital Advisors | 2.9k | $128k | 0% | Mar 2026 |
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| Royal Bank of Canada | 2.9k | $128k | 60% | Mar 2026 |
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| SBI Securities | 2.9k | $124k | 21% | Mar 2026 |
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| Covestor | 2.1k | $91k | 24% | Mar 2026 |
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| Pinnacle Bank | 2.1k | $89k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 1.8k | $80k | 100% | Mar 2026 |
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| Brian McDonald | 1.8k | $81k | 0% | Dec 2025 |
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| Reyes Financial Architecture | 1.3k | $55k | -85% | Mar 2026 |
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| Harwood Advisory | 1.1k | $49k | 1% | Mar 2026 |
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| Steward Partners Investment Advisory | 749.00 | $33k | 42% | Mar 2026 |
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| SHP Wealth Management | 689.00 | $30k | -1% | Mar 2026 |
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| Key FInancial | 573.00 | $25k | 63% | Mar 2026 |
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| Tidemark | 500.00 | $22k | 0% | Mar 2026 |
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| IFP Advisors | 491.00 | $21k | -91% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 478.00 | $21k | 195% | Mar 2026 |
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| Tucker Asset Management | 466.00 | $21k | 0% | Dec 2025 |
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| GPS Wealth Strategies Group | 405.00 | $18k | -94% | Dec 2025 |
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| Hanson McClain Advisors | 332.00 | $15k | 0% | Dec 2025 |
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| Caldwell Trust | 300.00 | $13k | 0% | Mar 2026 |
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| Townsend Asset Management Corp | 216.00 | $9.4k | 1% | Mar 2026 |
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| Private Trust Co Na | 209.00 | $9.1k | -10% | Mar 2026 |
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| Glenmede Trust Company | 1.00 | $43.000000 | -100% | Mar 2026 |
|
Who sold out of Wisdomtree Tr brclys us aggr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 113k | $5.0M |
| NorthCrest Asset Manangement | Dec 2025 | 53k | $2.4M |
| Independent Wealth Network | Dec 2025 | 35k | $1.5M |
| CI Private Wealth | Dec 2025 | 32k | $1.4M |
| Diversify Advisory Services | Dec 2025 | 18k | $810k |
| Susquehanna International | Sep 2025 | 16k | $685k |
| Westwood Wealth Management | Dec 2025 | 9.7k | $429k |
| ORG Partners | Sep 2025 | 9.2k | $409k |
| Opal Wealth Advisors | Dec 2025 | 8.9k | $392k |
| SFE Investment Counsel | Dec 2025 | 8.7k | $385k |
| Retireful | Dec 2025 | 7.9k | $350k |
| Commonwealth Equity Services | Dec 2025 | 6.4k | $280k |
| PSI Advisors | Sep 2025 | 5.9k | $263k |
| Cambridge Investment Research Advisors | Dec 2025 | 4.8k | $212k |
| Vantage Point Financial | Dec 2025 | 4.6k | $202k |
| Wealth Enhancement Advisory Services | Dec 2025 | 3.7k | $165k |
| Us Bancorp | Sep 2025 | 1.1k | $49k |
| Rockefeller Capital Management | Dec 2025 | 1.1k | $47k |
| Pnc Financial Services | Dec 2025 | 431.00 | $19k |
| Capital Analysts | Dec 2025 | 284.00 | $13k |