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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
   LPL FINANCIAL CORP 528 - 2024-03-31 1,222,493 $53,056,000 -212,968
   SAVANT CAPITAL MANAGEMENT INC 50 - 2024-03-31 814,764 $35,361,000 -50,269
   Private Advisor Group LLC 114 - 2024-03-31 550,064 $23,873,000 -9,919
   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
   Sequoia Financial Advisors LLC 166 - 2024-03-31 163,139 $7,080,000 -8,888
   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
   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
   MML INVESTORS SERVICES LLC 795 - 2024-03-31 79,623 $3,456,000 -4,069
   CAPTRUST FINANCIAL ADVISORS 656 - 2024-03-31 68,600 $2,977,000 -5,196
   Opal Wealth Advisors LLC 23 - 2024-03-31 50,692 $2,200,000 -74
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1591 - 2024-03-31 49,350 $2,142,000 -65,372
   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
   David Kennon Inc 26 - 2024-03-31 27,802 $1,207,000 -1,222
   RENAISSANCE TECHNOLOGIES LLC 2402 - 2024-03-31 26,300 $1,141,000 -8,250
   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
   Independent Wealth Network Inc. 12 - 2024-03-31 19,879 $863,000 -6,300
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2198 - 2024-03-31 12,586 $546,000 -3,273
   Gateway Wealth Partners LLC 121 - 2024-03-31 10,768 $467,000 -292
   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
   HPM Partners LLC 1813 - 2024-03-31 7,554 $328,000 -11,303
   Quadcap Wealth Management LLC 264 - 2024-03-31 7,316 $318,000 -1,400
   Team Financial Group LLC 26 - 2024-03-31 6,624 $287,000 -1,245
   Blue Zone Wealth Advisors LLC 77 - 2024-03-31 6,329 $275,000 -1,622
   Cetera Investment Advisers 1503 - 2024-03-31 6,085 $264,000 -3,793
   CoreCap Advisors LLC 502 - 2023-12-31 5,774 $254,000 -56
   Merit Financial Group LLC 767 - 2024-03-31 5,789 $247,000 -1,597
   ROYAL BANK OF CANADA 4000 - 2024-03-31 5,445 $236,000 -1,164
   Collaborative Wealth Managment Inc. 143 - 2024-03-31 5,323 $231,000 -2,965
   Verdence Capital Advisors LLC 553 - 2024-03-31 4,977 $216,000 -23
   ICA Group Wealth Management LLC 341 - 2024-03-31 3,138 $136,000 -186
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 159 - 2024-03-31 962 $42,000 -1,837
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2142 - 2024-03-31 928 $40,000 -287
   HANSON MCCLAIN, INC. 1395 - 2024-03-31 912 $40,000 -1,035
   PRIVATE TRUST CO NA 1264 - 2024-03-31 770 $33,000 -92
   Sound Income Strategies LLC 580 - 2024-03-31 500 $22,000 -232
   Tidemark LLC 324 - 2024-03-31 500 $22,000 -119
   Steward Partners Investment Advisory LLC 2577 - 2024-03-31 403 $17,000 -43,342
   IFP Advisors Inc 2096 - 2023-12-31 274 $12,000 -101
   Capital Analysts Inc. 908 - 2024-03-31 263 $11,000 -70
   Financial Gravity Wealth Inc. 607 - 2024-03-31 120 $5,000 -2,160
   Farther Finance Advisors LLC 3763 - 2024-03-31 10 $0 -199
  55 Records found
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