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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: 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/ 643 - 2023-12-31 3,655,438 $160,912,000 -842,469
   LPL FINANCIAL CORP 425 - 2023-12-31 1,435,461 $63,189,000 91,179
   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
   SimpliFi Inc. 1 - 2024-03-31 882,857 $38,316,000 20,144
   SAVANT CAPITAL MANAGEMENT INC 43 - 2023-12-31 865,033 $38,079,000 -281,267
   UBS Group AG 860 - 2023-12-31 748,389 $32,944,000 41,083
   ENVESTNET ASSET MANAGEMENT INC 803 - 2023-12-31 721,436 $31,758,000 170,366
   AE Wealth Management LLC 132 - 2023-12-31 730,540 $31,684,000 -15,824
   Trilogy Capital Inc. 15 - 2024-03-31 711,070 $30,860,000 14,530
   Prestige Wealth Management Group LLC 5 - 2024-03-31 600,023 $26,041,000 61,833
   MERCER GLOBAL ADVISORS INC /ADV 168 - 2023-12-31 562,845 $24,776,000 145,239
   Private Advisor Group LLC 108 - 2023-12-31 559,983 $24,650,000 145,601
   Equitable Holdings Inc. 74 - 2023-12-31 558,021 $24,564,000 43,444
   MORGAN STANLEY 2750 - 2023-12-31 421,072 $18,536,000 26,401
   Symphony Financial Ltd. Co. 4 - 2024-03-31 308,473 $13,388,000 42,215
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 46 - 2023-12-31 280,437 $12,345,000 20,419
   Schwallier Wealth Management LLC 3 - 2023-12-31 266,564 $11,734,000 0
   Sequoia Financial Advisors LLC - 2023-12-31 172,027 $7,573,000 -1,529
   ATRIA INVESTMENTS LLC 231 - 2023-12-31 153,271 $6,747,000 68,926
   Smartleaf Asset Management LLC 4 - 2023-12-31 149,093 $6,568,000 0
   Financial Gravity Wealth Inc. 75 - 2023-12-31 2,280 $6,318,000 0
   EQIS CAPITAL MANAGEMENT, INC. 38 *New 2023-12-31 138,379 $6,091,000 138,379
   INVENIO WEALTH PARTNERS LLC 8 - 2023-12-31 130,165 $5,730,000 62,563
   RAYMOND JAMES & ASSOCIATES 1520 - 2024-03-31 124,609 $5,408,000 -21,224
   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
   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
   MML INVESTORS SERVICES LLC 730 - 2023-12-31 83,692 $3,684,000 -17,179
   J P MORGAN CHASE & CO 2642 - 2023-12-31 80,978 $3,565,000 2,878
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 76 - 2023-12-31 80,088 $3,525,000 61,647
   Truadvice LLC 18 - 2023-09-30 83,896 $3,493,000 44,869
   CAPTRUST FINANCIAL ADVISORS 712 - 2023-12-31 73,796 $3,249,000 -4,909
   My Legacy Advisors LLC 17 - 2023-12-31 74,006 $3,244,000 1,574
   Feltz Wealth PLAN Inc. 85 - 2023-12-31 69,350 $3,053,000 -1,320
   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
   JANE STREET GROUP LLC 2089 - 2023-12-31 61,354 $2,701,000 -170,042
   Oxinas Partners Wealth Management LLC 20 - 2024-03-31 56,429 $2,449,000 8,359
   Financial Planning & Information Services Inc. 39 - 2023-12-31 52,773 $2,323,000 1,804
   Opal Wealth Advisors LLC 23 - 2024-03-31 50,692 $2,200,000 -74
   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
   Kestra Advisory Services LLC 802 - 2023-12-31 44,123 $1,942,000 14,009
   Steward Partners Investment Advisory LLC 511 - 2023-12-31 43,745 $1,926,000 43,745
   CI Private Wealth LLC 1020 - 2023-12-31 43,086 $1,897,000 -5,111
   NBC SECURITIES INC. 116 - 2024-03-31 42,382 $1,839,000 16,493
   STIFEL FINANCIAL CORP 1818 - 2023-12-31 36,331 $1,599,000 25,226
   RENAISSANCE TECHNOLOGIES LLC 2122 - 2023-12-31 34,550 $1,521,000 18,050
   H D Vest Advisory Services 610 - 2023-12-31 31,736 $1,397,000 1,378
   Mutual Advisors LLC 356 - 2023-12-31 31,356 $1,380,000 -19,135
   NorthCrest Asset Manangement LLC 246 - 2024-03-31 29,846 $1,295,000 783
   David Kennon Inc - 2023-12-31 29,024 $1,278,000 -3,558
   WELLS FARGO & CO/MN 2803 - 2023-12-31 28,878 $1,271,000 2,274
   Centennial Wealth Advisory LLC 33 - 2024-03-31 27,589 $1,197,000 3,667
   Advisor Group Holdings Inc. 2457 - 2023-12-31 23,763 $1,046,000 -6,585
   AJ WEALTH STRATEGIES LLC 126 - 2023-06-30 23,947 $1,032,000 -2,183
   Insight Advisors LLC/ PA - 2023-12-31 22,888 $1,008,000 88
   Kingdom Financial Group LLC. 28 - 2023-12-31 19,808 $872,000 6,039
   Independent Wealth Network Inc. 12 - 2024-03-31 19,879 $863,000 -6,300
   HPM Partners LLC - 2023-12-31 18,857 $830,000 3,808
   Betterment LLC 196 - 2023-12-31 18,810 $828,000 788
   MARINER WEALTH ADVISORS, LLC 1574 - 2023-12-31 18,730 $824,000 18,730
   MULTIFINANCIAL SECURITIES CORP 878 - 2023-12-31 17,805 $784,000 -213
   CREATIVE PLANNING 1445 - 2023-12-31 16,342 $719,000 480
   GPS Wealth Strategies Group LLC 121 - 2023-12-31 15,890 $700,000 -568
   FINANCIAL NETWORK 1623 - 2023-12-31 15,802 $696,000 672
   Pinnacle Financial Group LLC / IL 37 - 2023-12-31 14,775 $650,000 0
   GSB Wealth Management LLC 119 *New 2023-12-31 14,648 $645,000 14,648
   Western Wealth Management LLC 357 - 2023-12-31 14,368 $632,000 169
   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
   CITIZENS FINANCIAL GROUP INC/RI 263 *New 2023-12-31 13,932 $613,000 13,932
   JT Stratford LLC 167 - 2023-12-31 13,639 $600,000 243
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 238 - 2023-12-31 13,017 $573,000 -275
   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
   Capstone Financial Advisors Inc. 79 *New 2023-12-31 12,267 $540,000 12,267
   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 108 - 2023-12-31 11,060 $487,000 386
   Resources Investment Advisors Inc. 729 *New 2023-12-31 10,850 $478,000 10,850
   Global Retirement Partners LLC 549 - 2024-03-31 10,509 $456,000 344
   Walkner Condon Financial Advisors LLC 166 - 2024-03-31 10,385 $451,000 40
   Cetera Investment Advisers 1553 - 2023-12-31 9,878 $435,000 -3,138
   COMMONWEALTH EQUITY SERVICES LLC. 2823 - 2023-12-31 9,411 $414,000 1,934
   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
   KESTRA PRIVATE WEALTH SERVICES LLC 812 *New 2023-12-31 9,102 $401,000 9,102
   Quadcap Wealth Management LLC 238 - 2023-12-31 8,716 $384,000 0
   MARIPAU WEALTH MANAGEMENT LLC 64 - 2023-12-31 8,529 $375,000 -2,599
   Collaborative Wealth Managment Inc. 105 - 2023-12-31 8,288 $365,000 -1,686
   Envestnet Portfolio Solutions Inc. 1213 - 2023-12-31 7,958 $350,000 460
   Team Financial Group LLC 23 - 2023-12-31 7,869 $346,000 -171
   Obsidian Personal Planning Solutions LLC 48 - 2023-12-31 7,614 $335,000 0
   Winch Advisory Services LLC 69 - 2023-12-31 7,524 $331,000 1,996
   Merit Financial Group LLC 600 - 2023-12-31 7,386 $325,000 -43
  100 Records found
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