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Get Institutions for : 
Wisdomtree Trust (AGGY)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 147    8
Total shares held : 
18,404,075  
% of shares held : 
74.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
-316,657  
% of shares held change : 
  -1.28%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 323,335
 1.76%
 
Increased Positions :
57
 1,335,053
 7.25%
 
Unchanged Positions :
28
 1,357,908
 7.38%
 
Decreased Positions :
50
-1,731,574
-9.41%
 
Closed Positions :
20
-243,471
-1.32%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   HIGHTOWER ADVISORS, LLC 372 *New 2024-03-31 678,450 $29,459,000 678,450
   WARREN AVERETT ASSET MANAGEMENT, LLC 166 *New 2024-03-31 95,467 $4,143,000 95,467
   WEALTHSOURCE PARTNERS LLC 91 *New 2023-12-31 61,976 $2,728,000 61,976
   United Advisor Group LLC 108 *New 2024-03-31 12,516 $543,000 12,516
   EVERGREEN CAPITAL MANAGEMENT LLC 693 *New 2024-03-31 5,900 $256,000 5,900
   Actinver Wealth Management Inc. 87 *New 2024-03-31 5,201 $226,000 5,201
   JAMES INVESTMENT RESEARCH INC 282 *New 2024-03-31 5,097 $221,000 5,097
   HF Advisory Group LLC 152 *New 2024-03-31 4,824 $209,000 4,824
   PALISADE ASSET MANAGEMENT, LLC 293 *New 2024-03-31 774 $34,000 774
   WOODMONT INVESTMENT COUNSEL LLC 347 *New 2024-03-31 100 $4,000 100
   Continuum Advisory LLC 1566 *New 2024-03-31 20 $1,000 20

  11 Records found
  1    
  Page 1 of 1
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