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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
   Obsidian Personal Planning Solutions LLC 57 - 2024-03-31 7,614 $321,000 0
   Perennial Advisors LLC 95 - 2024-03-31 6,005 $261,000 0
   Frazier Financial Advisors LLC 44 - 2024-03-31 5,827 $253,000 0
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 196 - 2024-03-31 4,826 $209,000 0
   Pinnacle Bank 297 - 2024-03-31 2,057 $89,000 0
   Householder Group Estate & Retirement Specialist L 509 - 2024-03-31 954 $41,000 0
   LGT Financial Advisors LLC 280 - 2024-03-31 746 $32,000 0
   Truvestments Capital LLC 469 - 2024-03-31 313 $14,000 0
   Capital Investment Advisory Services LLC 822 - 2024-03-31 201 $9,000 0
   Spire Wealth Management 1783 - 2024-03-31 189 $8,000 0
   Key Financial Inc 890 - 2024-03-31 137 $6,000 0
   Retirement Group LLC 608 - 2024-03-31 74 $3,000 0
   Creekmur Asset Management LLC 642 - 2024-03-31 47 $2,000 0
   Larson Financial Group LLC 1461 - 2024-03-31 15 $1,000 0
   Washington Trust Advisors Inc. 651 - 2024-03-31 23 $1,000 0
   EPG Wealth Management LLC 438 - 2024-03-31 16 $1,000 0
   FMR LLC 5418 - 2024-03-31 4 $0 0

  17 Records found
  1    
  Page 1 of 1
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