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 |
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| LPL Financial | 1.2M | $54M | -5% | Mar 2025 |
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| CWM | 1.2M | $51M | 0% | Mar 2025 |
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| Mercer Global Advisors | 1.1M | $47M | 10% | Dec 2024 |
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| UBS Group | 942k | $40M | 3% | Dec 2024 |
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| Trilogy Capital | 921k | $40M | 6% | Dec 2024 |
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| HighTower Advisors | 763k | $33M | 5% | Dec 2024 |
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| Envestnet Asset Management | 668k | $29M | -39% | Mar 2025 |
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| Savant Capital Management | 665k | $29M | -7% | Mar 2025 |
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| Prestige Wealth Management Group | 654k | $28M | 8% | Mar 2025 |
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| Private Advisor | 496k | $22M | -7% | Mar 2025 |
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| Jpmorgan Chase & Co | 443k | $19M | 11% | Mar 2025 |
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| SimpliFi | 437k | $19M | -49% | Mar 2025 |
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| Morgan Stanley | 360k | $16M | 0% | Dec 2024 |
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| First Foundation Advisors | 359k | $16M | -23% | Mar 2025 |
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| Atria Investments | 276k | $12M | 24% | Dec 2024 |
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| Schwallier Wealth Management | 259k | $11M | 2% | Dec 2024 |
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| Invenio Wealth Partners | 256k | $11M | 8% | Dec 2024 |
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| Raymond James Financial | 222k | $9.5M | 100% | Dec 2024 |
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| Smartleaf Asset Management | 211k | $9.1M | 8% | Dec 2024 |
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| Insight Advisors, LLC/ PA | 208k | $9.0M | 8% | Mar 2025 |
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| GSB Wealth Management | 207k | $9.0M | 0% | Mar 2025 |
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| Defined Financial Planning | 161k | $7.0M | 10% | Mar 2025 |
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| Howard Bailey Securities | 157k | $6.8M | 8% | Mar 2025 |
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| Ameriprise Financial | 155k | $6.7M | 10% | Dec 2024 |
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| Kestra Private Wealth Services | 140k | $6.1M | 13% | Mar 2025 |
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| Stifel Financial | 137k | $5.9M | -9% | Dec 2024 |
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| Warren Averett Asset Management | 127k | $5.5M | 12% | Dec 2024 |
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| RFG Advisory | 126k | $5.5M | 6% | Mar 2025 |
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| Eqis Capital Management | 116k | $5.0M | -5% | Dec 2024 |
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| Beacon Financial | 96k | $4.2M | -1% | Mar 2025 |
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| Oxinas Partners Wealth Management | 94k | $4.1M | -9% | Mar 2025 |
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| SNS Financial | 92k | $4.0M | -6% | Mar 2025 |
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| Commonwealth Equity Services | 91k | $3.9M | 268% | Dec 2024 |
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| Citadel Advisors | 81k | $3.5M | 16% | Dec 2024 |
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| Nbc Securities | 79k | $3.4M | 139240% | Mar 2025 |
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| Captrust Financial Advisors | 78k | $3.3M | 9% | Dec 2024 |
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| Advisor Group Holdings | 75k | $3.2M | -9% | Mar 2025 |
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| American Financial & Tax Strategies | 70k | $3.0M | 0% | Dec 2024 |
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| Golden State Equity Partners | 67k | $2.9M | -9% | Mar 2025 |
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| Mml Investors Services | 64k | $2.7M | -1% | Dec 2024 |
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| Wells Fargo & Company | 63k | $2.7M | 1% | Dec 2024 |
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| Armis Advisers | 63k | $2.7M | -15% | Mar 2025 |
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| WealthPlan Investment Management | 63k | $2.7M | -5% | Mar 2025 |
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| Cetera Investment Advisers | 62k | $2.7M | 11% | Dec 2024 |
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| Golden State Wealth Management | 54k | $2.4M | -2% | Mar 2025 |
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| Goldstone Financial Group | 52k | $2.3M | 2% | Mar 2025 |
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| JT Stratford | 50k | $2.1M | 14% | Dec 2024 |
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| Sharper & Granite | 49k | $2.1M | 0% | Mar 2025 |
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| NorthCrest Asset Manangement | 49k | $2.1M | 47% | Mar 2025 |
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| Mariner Wealth Advisors | 45k | $1.9M | 8% | Dec 2024 |
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| Steward Partners Investment Advisory | 43k | $1.8M | 3911% | Dec 2024 |
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| Concurrent Investment Advisors | 41k | $1.8M | 100% | Mar 2025 |
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| AE Wealth Management | 39k | $1.7M | 2% | Dec 2024 |
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| CI Private Wealth | 34k | $1.5M | 2% | Dec 2024 |
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| CliftonLarsonAllen Wealth Advisors | 34k | $1.5M | -22% | Mar 2025 |
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| Betterment | 33k | $1.4M | 34% | Dec 2024 |
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| Segall Bryant & Hamill | 32k | $1.4M | -5% | Mar 2025 |
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| Independent Wealth Network | 31k | $1.3M | 4% | Mar 2025 |
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| H D Vest Advisory Services | 29k | $1.2M | -2% | Dec 2024 |
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| Harbour Investments | 28k | $1.2M | 14% | Mar 2025 |
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| David Kennon | 26k | $1.1M | -2% | Mar 2025 |
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| Goodman Advisory Group | 26k | $1.4M | 100% | Mar 2025 |
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| Beacon Financial Advisory | 25k | $1.1M | 38% | Mar 2025 |
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| Kestra Advisory Services | 25k | $1.1M | 20% | Dec 2024 |
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| Ashton Thomas Private Wealth | 24k | $1.0M | 100% | Dec 2024 |
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| Integrity Alliance | 23k | $980k | 100% | Dec 2024 |
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| Jane Street | 22k | $962k | -78% | Dec 2024 |
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| Sanctuary Advisors | 21k | $903k | 31% | Dec 2024 |
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| My Legacy Advisors | 21k | $899k | 0% | Mar 2025 |
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| Win Advisors | 20k | $888k | 100% | Mar 2025 |
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| GeoWealth Management | 20k | $867k | 100% | Dec 2024 |
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| Park Avenue Securities | 20k | $845k | -24% | Mar 2025 |
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| Trinity Wealth Management | 18k | $767k | -18% | Mar 2025 |
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| Creative Planning | 17k | $741k | 12% | Dec 2024 |
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| Sovran Advisors | 17k | $739k | 41% | Mar 2025 |
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| Webster Bank, N. A. | 17k | $734k | 0% | Mar 2025 |
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| Winch Advisory Services | 17k | $718k | 32% | Dec 2024 |
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| Barnes Wealth Management Group | 17k | $706k | 100% | Dec 2024 |
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| Diversify Advisory Services | 16k | $702k | 4% | Mar 2025 |
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| Pinnacle Financial Group, LLC / IL | 14k | $601k | 0% | Dec 2024 |
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| Empirical Asset Management | 14k | $604k | 106% | Mar 2025 |
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| Worth Asset Management | 14k | $597k | -3% | Mar 2025 |
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| Institute For Wealth Management | 13k | $573k | 1% | Mar 2025 |
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| Resources Investment Advisors | 13k | $566k | -58% | Mar 2025 |
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| Capstone Financial Advisors | 13k | $563k | 1% | Mar 2025 |
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| Gateway Wealth Partners | 13k | $551k | 16% | Mar 2025 |
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| Western Wealth Management | 12k | $540k | -1% | Mar 2025 |
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| Patriot Financial Group Insurance Agency | 12k | $519k | -3% | Mar 2025 |
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| Jones Financial Companies, L.L | 12k | $499k | 76% | Dec 2024 |
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| Bank of New York Mellon | 11k | $493k | 21% | Mar 2025 |
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| CFG Asset Management | 11k | $492k | 2% | Mar 2025 |
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| SMI Advisory Services | 11k | $486k | 6% | Mar 2025 |
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| Fifth Third Securities | 11k | $473k | 100% | Mar 2025 |
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| Goss Wealth Management | 10k | $438k | 74% | Dec 2024 |
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| Larson Financial Group | 10k | $442k | -1% | Mar 2025 |
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| Global Retirement Partners | 10k | $437k | -3% | Dec 2024 |
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| REAP Financial Group | 9.9k | $425k | -9% | Dec 2024 |
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| Farther Finance Advisors | 9.6k | $416k | 100% | Mar 2025 |
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| Actinver Wealth Management | 9.4k | $410k | -53% | Mar 2025 |
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| James Investment Research | 9.3k | $403k | 14% | Mar 2025 |
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| Kades & Cheifetz | 9.1k | $389k | 100% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 8.9k | $388k | 67% | Mar 2025 |
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| Drive Wealth Management | 8.6k | $368k | 38% | Dec 2024 |
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| Cambridge Investment Research Advisors | 8.4k | $366k | -36% | Mar 2025 |
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| Walkner Condon Financial Advisors | 8.0k | $348k | -7% | Mar 2025 |
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| United Advisor Group | 7.9k | $343k | -17% | Mar 2025 |
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| CVA Family Office | 7.9k | $343k | 0% | Mar 2025 |
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| CoreCap Advisors | 7.7k | $331k | 45% | Dec 2024 |
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| GPS Wealth Strategies Group | 7.5k | $326k | -20% | Mar 2025 |
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| Quadcap Wealth Management | 7.1k | $307k | 1% | Dec 2024 |
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| McNamara Financial Services | 7.0k | $304k | -10% | Mar 2025 |
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| Team Financial Group | 7.0k | $304k | 7% | Mar 2025 |
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| Creative Financial Designs | 6.6k | $288k | -17% | Mar 2025 |
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| FORM Wealth Advisors | 6.5k | $283k | 100% | Mar 2025 |
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| Perennial Advisors | 6.5k | $283k | 100% | Mar 2025 |
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| IHT Wealth Management | 6.3k | $269k | -25% | Dec 2024 |
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| ORG Partners | 6.1k | $266k | 107% | Mar 2025 |
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| Meridian Financial | 6.0k | $259k | -19% | Mar 2025 |
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| Tounjian Advisory Partners | 5.7k | $248k | 100% | Mar 2025 |
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| Wealthcare Advisory Partners | 5.7k | $248k | 100% | Mar 2025 |
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| Vantage Point Financial | 5.5k | $240k | 10% | Mar 2025 |
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| Baldwin Brothers | 5.5k | $239k | -53% | Mar 2025 |
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| HF Advisory Group | 5.3k | $230k | 2% | Mar 2025 |
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| Venturi Wealth Management | 5.3k | $227k | 362% | Dec 2024 |
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| Verdence Capital Advisors | 5.1k | $224k | 1% | Mar 2025 |
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| Acorn Financial Advisory Services | 4.9k | $215k | -6% | Mar 2025 |
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| Obsidian Personal Planning Solutions | 4.9k | $211k | 0% | Dec 2024 |
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| Envestnet Portfolio Solutions | 4.9k | $213k | -63% | Mar 2025 |
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| OMNI 360 Wealth | 4.8k | $208k | 100% | Mar 2025 |
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| Maripau Wealth Management | 4.7k | $202k | 100% | Dec 2024 |
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| Simplicity Wealth | 4.6k | $201k | 100% | Mar 2025 |
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| Transce3nd | 4.5k | $194k | -18% | Mar 2025 |
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| Brian McDonald | 4.2k | $182k | 6% | Dec 2024 |
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| Frazier Financial Advisors | 3.6k | $158k | 0% | Mar 2025 |
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| Citigroup | 3.4k | $146k | -5% | Mar 2025 |
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| Breakwater Investment Management | 3.1k | $133k | 0% | Mar 2025 |
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| Wayfinding Financial | 3.0k | $129k | 100% | Mar 2025 |
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| PSI Advisors | 2.6k | $111k | 100% | Mar 2025 |
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| Opal Wealth Advisors | 2.4k | $104k | -95% | Mar 2025 |
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| Pinnacle Bank | 2.1k | $89k | 0% | Mar 2025 |
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| Royal Bank of Canada | 1.9k | $83k | -23% | Dec 2024 |
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| SBI Securities | 1.7k | $76k | 3% | Mar 2025 |
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| MJT & Associates Financial Advisory Group | 1.6k | $69k | 100% | Mar 2025 |
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| Van Hulzen Asset Management | 1.3k | $58k | 100% | Dec 2024 |
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| Covestor | 1.3k | $58k | 25% | Mar 2025 |
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| FMR | 1.3k | $58k | 4483% | Mar 2025 |
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| Reyes Financial Architecture | 1.3k | $55k | 100% | Mar 2025 |
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| Proequities | 1.0k | $44M | -65% | Dec 2024 |
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| IFP Advisors | 909.00 | $40k | 77% | Mar 2025 |
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| Atticus Wealth Management | 704.00 | $31k | -89% | Mar 2025 |
|
| Hanson McClain Advisors | 332.00 | $14k | -67% | Mar 2025 |
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Who sold out of Wisdomtree Tr brclys us aggr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Symphony Financial | Dec 2024 | 404k | $17M |
| Independent Advisor Alliance | Dec 2024 | 79k | $3.4M |
| Foundations Investment Advisors | Dec 2024 | 15k | $623k |
| Signal Advisors Wealth | Dec 2024 | 6.8k | $294k |
| Merit Financial Group | Dec 2024 | 5.9k | $253k |
| Integrated Wealth Concepts | Sep 2024 | 4.6k | $207k |
| Atria Wealth Solutions | Sep 2024 | 4.5k | $203k |
| Nelson, Van Denburg & Campbell Wealth Management | Dec 2024 | 2.6k | $112k |
| Householder Group Estate & Retirement Specialist | Sep 2024 | 762.00 | $34k |