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 | $173M | 9% | Mar 2024 |
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| LPL Financial | 1.2M | $53M | -9% | Mar 2024 |
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| 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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| Envestnet Asset Management | 884k | $38M | 60% | Mar 2024 |
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| SimpliFi | 883k | $38M | 2% | Mar 2024 |
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| UBS Group | 862k | $37M | 15% | Mar 2024 |
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| Savant Capital Management | 815k | $35M | -6% | Mar 2024 |
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| Mercer Global Advisors | 756k | $33M | 34% | Mar 2024 |
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| Trilogy Capital | 711k | $31M | 2% | Mar 2024 |
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| HighTower Advisors | 679k | $30M | 100% | Mar 2024 |
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| Prestige Wealth Management Group | 600k | $26M | 11% | Mar 2024 |
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| Private Advisor | 550k | $24M | -2% | Mar 2024 |
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| Morgan Stanley | 518k | $23M | 31% | Mar 2024 |
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| First Foundation Advisors | 398k | $17M | 42% | Mar 2024 |
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| Symphony Financial | 309k | $13M | 16% | Mar 2024 |
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| Schwallier Wealth Management | 267k | $12M | 100% | Dec 2023 |
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| Jane Street | 227k | $9.8M | 269% | Mar 2024 |
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| AE Wealth Management | 215k | $9.3M | -71% | Mar 2024 |
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| Invenio Wealth Partners | 194k | $8.4M | 49% | Mar 2024 |
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| Smartleaf Asset Management | 190k | $8.4M | 27% | Mar 2024 |
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| Sequoia Financial Advisors | 163k | $7.1M | -5% | Mar 2024 |
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| Atria Investments | 153k | $6.7M | 82% | Dec 2023 |
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| Citadel Advisors | 133k | $5.8M | 100% | Mar 2024 |
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| Stifel Financial | 127k | $5.5M | 249% | Mar 2024 |
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| Raymond James & Associates | 125k | $5.4M | -15% | Mar 2024 |
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| Eqis Capital Management | 125k | $5.4M | 100% | Mar 2024 |
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| GSB Wealth Management | 120k | $5.2M | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 118k | $5.1M | 46% | Mar 2024 |
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| RFG Advisory | 110k | $4.8M | 7% | Mar 2024 |
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| SNS Financial | 109k | $4.7M | -5% | Mar 2024 |
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| Klr Investment Advisors | 101k | $4.3M | -11% | Mar 2024 |
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| Warren Averett Asset Management | 96k | $4.1M | 100% | Mar 2024 |
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| Strategic Financial | 87k | $3.8M | 14% | Dec 2023 |
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| Insight Advisors, LLC/ PA | 85k | $3.7M | 270% | Mar 2024 |
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| My Legacy Advisors | 74k | $3.2M | 2% | Dec 2023 |
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| Feltz Wealth PLAN | 70k | $3.0M | 0% | Mar 2024 |
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| Captrust Financial Advisors | 69k | $3.0M | -7% | Mar 2024 |
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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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| Financial Planning & Information Services | 59k | $2.6M | 15% | Mar 2024 |
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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 Private Wealth Services | 51k | $2.2M | 456% | Mar 2024 |
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| Raymond James Financial Services Advisors | 49k | $2.1M | -57% | Mar 2024 |
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| Mutual Advisors | 48k | $2.1M | 53% | Mar 2024 |
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| CI Private Wealth | 45k | $2.0M | 5% | Mar 2024 |
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| Kestra Advisory Services | 44k | $1.9M | 47% | Dec 2023 |
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| Nbc Securities | 42k | $1.8M | 64% | Mar 2024 |
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| Beacon Financial | 36k | $1.5M | 482% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 36k | $1.5M | -56% | Mar 2024 |
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| Wells Fargo & Company | 36k | $1.5M | 23% | Mar 2024 |
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| H D Vest Advisory Services | 32k | $1.4M | 1% | Mar 2024 |
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| NorthCrest Asset Manangement | 30k | $1.3M | 3% | Mar 2024 |
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| David Kennon | 28k | $1.2M | -4% | Mar 2024 |
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| Centennial Wealth Advisory | 28k | $1.2M | 15% | Mar 2024 |
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| Susquehanna International | 24k | $1.0M | -65% | Mar 2024 |
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| Advisor Group Holdings | 23k | $977k | -5% | Mar 2024 |
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| Betterment | 20k | $867k | 6% | Mar 2024 |
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| Independent Wealth Network | 20k | $863k | -24% | Mar 2024 |
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| Resources Investment Advisors | 19k | $804k | 100% | Mar 2024 |
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| Trinity Wealth Management | 14k | $621k | -21% | Mar 2024 |
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| Pinnacle Financial Group, LLC / IL | 14k | $609k | -5% | Mar 2024 |
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| Creative Planning | 14k | $605k | -15% | Mar 2024 |
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| Western Wealth Management | 14k | $593k | -5% | Mar 2024 |
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| JT Stratford | 14k | $600k | 2% | Dec 2023 |
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| GPS Wealth Strategies Group | 13k | $570k | -17% | Mar 2024 |
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| Institute For Wealth Management | 13k | $557k | -1% | Mar 2024 |
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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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| Cambridge Investment Research Advisors | 13k | $546k | -21% | Mar 2024 |
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| United Advisor Group | 13k | $543k | 100% | Mar 2024 |
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| Capstone Financial Advisors | 12k | $538k | 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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| Global Retirement Partners | 11k | $456k | 3% | Mar 2024 |
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| Envestnet Portfolio Solutions | 11k | $455k | 32% | Mar 2024 |
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| Walkner Condon Financial Advisors | 10k | $451k | 0% | Mar 2024 |
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| CFG Asset Management | 10k | $444k | 67% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 9.8k | $425k | 44% | Mar 2024 |
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| McNamara Financial Services | 9.4k | $410k | 8% | Mar 2024 |
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| CVA Family Office | 9.3k | $410k | 0% | Dec 2023 |
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| Commonwealth Equity Services | 9.2k | $401k | -2% | Mar 2024 |
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| Maripau Wealth Management | 8.5k | $375k | -23% | Dec 2023 |
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| Creative Financial Designs | 8.1k | $352k | 27% | Mar 2024 |
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| Obsidian Personal Planning Solutions | 7.6k | $321k | 0% | Mar 2024 |
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| HPM Partners | 7.6k | $328k | -60% | Mar 2024 |
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| Winch Advisory Services | 7.5k | $331k | 36% | Dec 2023 |
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| Quadcap Wealth Management | 7.3k | $318k | -16% | Mar 2024 |
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| Harbour Investments | 7.3k | $320k | 5492% | Dec 2023 |
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| Team Financial Group | 6.6k | $288k | -16% | Mar 2024 |
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| Blue Zone Wealth Advisors | 6.3k | $275k | -20% | Mar 2024 |
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| Perennial Advisors | 6.0k | $261k | 0% | Mar 2024 |
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| Frazier Financial Advisors | 5.8k | $253k | 0% | Mar 2024 |
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| Merit Financial Group | 5.8k | $247k | -22% | Mar 2024 |
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| CoreCap Advisors | 5.8k | $254k | -1% | Dec 2023 |
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| Royal Bank of Canada | 5.4k | $236k | -18% | Mar 2024 |
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| Collaborative Wealth Managment | 5.3k | $231k | -36% | Mar 2024 |
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| Actinver Wealth Management | 5.2k | $226k | 100% | Mar 2024 |
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| James Investment Research | 5.1k | $221k | 100% | Mar 2024 |
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| Verdence Capital Advisors | 5.0k | $216k | 0% | Mar 2024 |
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| Acorn Financial Advisory Services | 4.8k | $209k | 0% | Mar 2024 |
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| HF Advisory Group | 4.8k | $209k | 100% | Mar 2024 |
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| Coastal Investment Advisors | 4.0k | $175k | 100% | Mar 2024 |
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| Brian McDonald | 3.7k | $162k | 26% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 3.3k | $145k | 100% | Mar 2024 |
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| ICA Group Wealth Management | 3.1k | $136k | -6% | Mar 2024 |
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| Proequities | 3.0k | $130M | 6% | Mar 2024 |
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| Venturi Wealth Management | 2.7k | $119k | 72% | Mar 2024 |
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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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| Citigroup | 1.7k | $73k | 8% | Mar 2024 |
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| Townsend Asset Management Corp | 962.00 | $42k | -66% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 954.00 | $41k | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 928.00 | $40k | -24% | Mar 2024 |
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| Hanson McClain Advisors | 912.00 | $40k | -53% | Mar 2024 |
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| Palisade Asset Management | 774.00 | $34k | 100% | Mar 2024 |
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| Private Trust Co Na | 770.00 | $33k | -11% | Mar 2024 |
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| LGT Financial Advisors | 746.00 | $32k | 0% | Mar 2024 |
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| Tucker Asset Management | 661.00 | $29k | 524% | Dec 2023 |
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| Covestor | 553.00 | $24k | 11% | Mar 2024 |
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| Clear Point Advisors | 525.00 | $23k | 1% | Mar 2024 |
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| Sound Income Strategies | 500.00 | $22k | -32% | Mar 2024 |
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| Tidemark | 500.00 | $22k | -19% | Mar 2024 |
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| Steward Partners Investment Advisory | 403.00 | $18k | -99% | Mar 2024 |
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| IFP Advisors | 274.00 | $12k | -27% | Dec 2023 |
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| Capital Analysts | 263.00 | $11k | -21% | Mar 2024 |
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| Capital Investment Advisory Services | 201.00 | $8.7k | 0% | Mar 2024 |
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| Spire Wealth Management | 189.00 | $8.2k | 0% | Mar 2024 |
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| Key FInancial | 137.00 | $5.9k | 0% | Mar 2024 |
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| Woodmont Investment Counsel | 100.00 | $4.3k | 100% | Mar 2024 |
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| Retirement Group | 74.00 | $3.2k | 0% | Mar 2024 |
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| Creekmur Asset Management | 47.00 | $2.0k | 0% | Mar 2024 |
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| Washington Trust Advisors | 23.00 | $999.000400 | 0% | Mar 2024 |
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| Continuum Advisory | 20.00 | $856.000000 | 100% | Mar 2024 |
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| EPG Wealth Management | 16.00 | $688.000000 | 100% | Dec 2023 |
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| Larson Financial Group | 15.00 | $658.000500 | 0% | Mar 2024 |
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| Farther Finance Advisors | 10.00 | $431.000000 | -95% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 9.00 | $390.999600 | 100% | Mar 2024 |
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| FMR | 4.00 | $174.000000 | -92% | Mar 2024 |
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Who sold out of Wisdomtree Tr brclys us aggr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kingdom Financial Group | Dec 2023 | 20k | $872k |
| Mariner Wealth Advisors | Dec 2023 | 19k | $825k |
| Citizens Financial Group | Dec 2023 | 14k | $613k |
| Meridian Wealth Management | Dec 2023 | 10k | $440k |
| Prime Capital Investment Advisors | Sep 2023 | 9.0k | $375k |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Dec 2023 | 6.1k | $0 |
| Financial Advocates Investment Management | Dec 2023 | 5.7k | $251k |
| United Capital Financial Advisers | Dec 2023 | 4.7k | $208k |
| Redwood Investment Management | Dec 2023 | 4.7k | $205k |
| Savior | Sep 2023 | 1.3k | $54k |
| Oliver Lagore Vanvalin Investment Group | Dec 2023 | 414.00 | $18k |
| Concord Wealth Partners | Dec 2023 | 398.00 | $18k |
| TSFG | Dec 2023 | 236.00 | $10k |
| Geneos Wealth Management | Dec 2023 | 150.00 | $6.6k |
| Us Bancorp | Dec 2023 | 147.00 | $6.5k |
| Pnc Financial Services | Dec 2023 | 86.00 | $3.8k |
| William Blair $ Company | Dec 2023 | 13.00 | $570.000600 |