Who owns Wisdomtree Tr brclys us aggr?

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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
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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