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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
   Cornerstone Retirement Group Inc. 34 *Closed 2023-09-30 0 $0 -6,372
   CITIZENS FINANCIAL GROUP INC/RI 413 *Closed 2024-03-31 0 $0 -13,932
   3D/L Capital Management LLC 40 *Closed 2023-12-31 0 $0 -98,592
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 762 *Closed 2024-03-31 0 $0 -414
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 1082 *Closed 2024-03-31 0 $0 -4,733
   Redwood Investment Management LLC 354 *Closed 2024-03-31 0 $0 -4,660
   Financial Advocates Investment Management 790 *Closed 2024-03-31 0 $0 -5,699
   MARINER WEALTH ADVISORS, LLC 3222 *Closed 2024-03-31 0 $0 -18,730
   BLAIR WILLIAM & CO/IL 1813 *Closed 2024-03-31 0 $0 -13
   PNC FINANCIAL SERVICES GROUP INC 4593 *Closed 2024-03-31 0 $0 -86
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 328 *Closed 2024-03-31 0 $0 -6,088
   TSFG LLC 894 *Closed 2024-03-31 0 $0 -236
   US BANCORP 3994 *Closed 2024-03-31 0 $0 -147
   Concord Wealth Partners 882 *Closed 2024-03-31 0 $0 -398
   Geneos Wealth Management Inc. 2189 *Closed 2024-03-31 0 $0 -150
   Ford Financial Group Inc. 82 *Closed 2023-03-31 0 $0 -28,602
   KARLINSKI ANDREW C 225 *Closed 2022-12-31 0 $0 -25,170
   Meridian Wealth Management LLC 583 *Closed 2024-03-31 0 $0 -10,030
   Kingdom Financial Group LLC. 70 *Closed 2024-03-31 0 $0 -19,808

  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results