Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Wisdomtree Trust (AGGY)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
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: 3-31-2022 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 the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 685 - 2024-03-31 3,979,421 $172,707,000 323,983
   LPL FINANCIAL CORP 528 - 2024-03-31 1,222,493 $53,056,000 -212,968
   CWM LLC 79 - 2024-03-31 1,162,808 $50,466,000 25,608
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 172 - 2024-03-31 1,073,547 $46,592,000 319,942
   ENVESTNET ASSET MANAGEMENT INC 781 - 2024-03-31 884,023 $38,367,000 162,587
   SimpliFi Inc. 1 - 2024-03-31 882,857 $38,316,000 20,144
   UBS Group AG 886 - 2024-03-31 861,720 $37,399,000 113,331
   SAVANT CAPITAL MANAGEMENT INC 50 - 2024-03-31 814,764 $35,361,000 -50,269
   MERCER GLOBAL ADVISORS INC /ADV 147 - 2024-03-31 755,659 $32,796,000 192,814
   Trilogy Capital Inc. 15 - 2024-03-31 711,070 $30,860,000 14,530
   HIGHTOWER ADVISORS, LLC 372 *New 2024-03-31 678,450 $29,459,000 678,450
   Prestige Wealth Management Group LLC 5 - 2024-03-31 600,023 $26,041,000 61,833
   Private Advisor Group LLC 114 - 2024-03-31 550,064 $23,873,000 -9,919
   MORGAN STANLEY 2553 - 2024-03-31 518,305 $22,494,000 97,233
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 37 - 2024-03-31 397,460 $17,250,000 117,023
   Symphony Financial Ltd. Co. 4 - 2024-03-31 308,473 $13,388,000 42,215
   JANE STREET GROUP LLC 813 - 2024-03-31 226,669 $9,837,000 165,315
   Schwallier Wealth Management LLC 6 - 2024-03-31 225,811 $9,800,000 -40,753
   AE Wealth Management LLC 220 - 2024-03-31 215,183 $9,339,000 -515,357
   INVENIO WEALTH PARTNERS LLC 7 - 2024-03-31 193,909 $8,416,000 63,744
   Smartleaf Asset Management LLC 4 - 2024-03-31 189,565 $8,351,000 40,472
   Sequoia Financial Advisors LLC 166 - 2024-03-31 163,139 $7,080,000 -8,888
   ATRIA INVESTMENTS LLC 231 - 2023-12-31 153,271 $6,747,000 68,926
   CITADEL ADVISORS LLC 1587 - 2024-03-31 132,798 $5,763,000 132,798
   STIFEL FINANCIAL CORP 1087 - 2024-03-31 126,959 $5,510,000 90,628
   RAYMOND JAMES & ASSOCIATES 1520 - 2024-03-31 124,609 $5,408,000 -21,224
   EQIS CAPITAL MANAGEMENT, INC. 43 - 2024-03-31 124,520 $5,404,000 -13,859
   GSB Wealth Management LLC 10 - 2024-03-31 119,913 $5,204,000 105,265
   J P MORGAN CHASE & CO 2455 - 2024-03-31 117,935 $5,118,000 36,957
   RFG Advisory Group LLC 110 - 2024-03-31 110,393 $4,791,000 7,592
   SNS Financial Group LLC 30 - 2024-03-31 108,646 $4,715,000 -6,072
   KLR INVESTMENT ADVISORS LLC 4 - 2024-03-31 100,552 $4,264,000 -12,974
   WARREN AVERETT ASSET MANAGEMENT, LLC 166 *New 2024-03-31 95,467 $4,143,000 95,467
   Strategic Financial Group LLC - 2023-12-31 86,854 $3,823,000 10,431
   QUANTITATIVE ADVANTAGE LLC 46 - 2023-03-31 86,272 $3,769,000 700
   Insight Advisors LLC/ PA 18 - 2024-03-31 84,694 $3,676,000 61,806
   Truadvice LLC 18 - 2023-09-30 83,896 $3,493,000 44,869
   MML INVESTORS SERVICES LLC 795 - 2024-03-31 79,623 $3,456,000 -4,069
   My Legacy Advisors LLC 17 - 2023-12-31 74,006 $3,244,000 1,574
   Feltz Wealth PLAN Inc. 95 - 2024-03-31 69,686 $3,024,000 336
   CAPTRUST FINANCIAL ADVISORS 656 - 2024-03-31 68,600 $2,977,000 -5,196
   Golden State Equity Partners 34 - 2023-12-31 63,503 $2,793,000 744
   WEALTHSOURCE PARTNERS LLC 91 *New 2023-12-31 61,976 $2,728,000 61,976
   Financial Planning & Information Services Inc. 39 - 2024-03-31 58,776 $2,551,000 6,003
   Oxinas Partners Wealth Management LLC 20 - 2024-03-31 56,429 $2,449,000 8,359
   Opal Wealth Advisors LLC 23 - 2024-03-31 50,692 $2,200,000 -74
   KESTRA PRIVATE WEALTH SERVICES LLC 353 - 2024-03-31 50,578 $2,195,000 41,476
   Sharper & Granite LLC 29 - 2024-03-31 50,677 $2,176,000 5,405
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1591 - 2024-03-31 49,350 $2,142,000 -65,372
   Mutual Advisors LLC 261 - 2024-03-31 47,860 $2,077,000 16,504
   CI Private Wealth LLC 1019 - 2024-03-31 45,412 $1,971,000 2,326
   NBC SECURITIES INC. 116 - 2024-03-31 42,382 $1,839,000 16,493
   BEACON FINANCIAL GROUP 125 - 2024-03-31 35,714 $1,550,000 29,579
   WELLS FARGO & CO/MN 2742 - 2024-03-31 35,552 $1,543,000 6,674
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 113 - 2024-03-31 35,564 $1,543,000 -44,524
   Kestra Advisory Services LLC 1001 - 2024-03-31 34,717 $1,507,000 -9,406
   H D Vest Advisory Services 641 - 2024-03-31 32,129 $1,394,000 393
   NorthCrest Asset Manangement LLC 246 - 2024-03-31 29,846 $1,295,000 783
   David Kennon Inc 26 - 2024-03-31 27,802 $1,207,000 -1,222
   Centennial Wealth Advisory LLC 33 - 2024-03-31 27,589 $1,197,000 3,667
   RENAISSANCE TECHNOLOGIES LLC 2402 - 2024-03-31 26,300 $1,141,000 -8,250
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2510 - 2024-03-31 23,928 $1,038,000 23,928
   AJ WEALTH STRATEGIES LLC 126 - 2023-06-30 23,947 $1,032,000 -2,183
   Advisor Group Holdings Inc. 2336 - 2024-03-31 22,507 $977,000 -1,256
   Betterment LLC 213 - 2024-03-31 19,972 $867,000 1,162
   JT Stratford LLC 147 - 2024-03-31 19,971 $867,000 6,332
   Independent Wealth Network Inc. 12 - 2024-03-31 19,879 $863,000 -6,300
   MULTIFINANCIAL SECURITIES CORP 1253 - 2024-03-31 19,010 $825,000 1,205
   Resources Investment Advisors Inc. 569 - 2024-03-31 18,532 $804,000 7,682
   FINANCIAL NETWORK 1649 - 2024-03-31 17,071 $741,000 1,269
   OLD MISSION CAPITAL LLC 487 - 2024-03-31 15,689 $681,000 15,689
   Trinity Wealth Management LLC 31 - 2024-03-31 14,298 $621,000 -3,774
   Intrua Financial LLC 153 - 2023-03-31 14,041 $614,000 -131
   Pinnacle Financial Group LLC / IL 38 - 2024-03-31 14,029 $609,000 -746
   CREATIVE PLANNING 1697 - 2024-03-31 13,943 $605,000 -2,399
   Western Wealth Management LLC 324 - 2024-03-31 13,657 $593,000 -711
   GPS Wealth Strategies Group LLC 141 - 2024-03-31 13,133 $570,000 -2,757
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 264 - 2024-03-31 12,842 $557,000 -175
   Claro Advisors LLC 220 - 2024-03-31 12,749 $553,000 225
   Signal Advisors Wealth LLC 154 - 2024-03-31 12,686 $551,000 2,800
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2198 - 2024-03-31 12,586 $546,000 -3,273
   United Advisor Group LLC 108 *New 2024-03-31 12,516 $543,000 12,516
   Capstone Financial Advisors Inc. 81 - 2024-03-31 12,394 $538,000 127
   SMI Advisory Services LLC 50 - 2024-03-31 11,899 $512,000 5,666
   PARK AVENUE SECURITIES LLC 934 - 2024-03-31 11,747 $510,000 1,395
   Gateway Wealth Partners LLC 121 - 2024-03-31 10,768 $467,000 -292
   Global Retirement Partners LLC 549 - 2024-03-31 10,509 $456,000 344
   Envestnet Portfolio Solutions Inc. 1162 - 2024-03-31 10,479 $455,000 2,521
   Walkner Condon Financial Advisors LLC 166 - 2024-03-31 10,385 $451,000 40
   CFG ASSET MANAGEMENT LLC 144 - 2024-03-31 10,240 $444,000 4,105
   Winch Advisory Services LLC 62 - 2024-03-31 10,067 $437,000 2,543
   Patriot Financial Group Insurance Agency LLC 294 - 2024-03-31 9,797 $425,000 3,011
   McNamara Financial Services Inc. 49 - 2024-03-31 9,442 $410,000 722
   CVA Family Office LLC 170 - 2024-03-31 9,336 $405,000 15
   COMMONWEALTH EQUITY SERVICES LLC. 2975 - 2024-03-31 9,244 $401,000 -167
   Equitable Holdings Inc. 901 - 2024-03-31 8,435 $366,000 -549,586
   MARIPAU WEALTH MANAGEMENT LLC 81 - 2024-03-31 8,231 $357,000 -298
   CREATIVE FINANCIAL DESIGNS INC /ADV 311 - 2024-03-31 8,107 $352,000 1,704
   HPM Partners LLC 1813 - 2024-03-31 7,554 $328,000 -11,303
   Obsidian Personal Planning Solutions LLC 57 - 2024-03-31 7,614 $321,000 0
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us