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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: 146    5
Total shares held : 
18,466,120  
% of shares held : 
74.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  12  
Amount of shares held : 
-1,237,911  
% of shares held change : 
  -4.99%  
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
 111,453
 0.6%
 
Increased Positions :
66
 782,756
 4.24%
 
Unchanged Positions :
19
 40,674
 0.22%
 
Decreased Positions :
49
-1,828,496
-9.9%
 
Closed Positions :
17
-303,624
-1.64%
 
Guru Positions :
0
 0%
 
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 period: 
3-31-2024 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
   Pinnacle Financial Group LLC / IL 38 - 2024-06-30 14,029 $603,000 0
   Quadcap Wealth Management LLC 299 - 2024-06-30 7,316 $314,000 0
   Blue Zone Wealth Advisors LLC 75 - 2024-06-30 6,329 $272,000 0
   Perennial Advisors LLC 95 - 2024-06-30 6,005 $258,000 0
   Pinnacle Bank 303 - 2024-06-30 2,057 $88,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2135 - 2024-06-30 928 $40,000 0
   HANSON MCCLAIN, INC. 1474 - 2024-06-30 912 $40,000 0
   LGT Financial Advisors LLC 216 - 2024-06-30 746 $32,000 0
   Tidemark LLC 313 - 2024-06-30 500 $21,000 0
   Sound Income Strategies LLC 616 - 2024-06-30 500 $21,000 0
   Steward Partners Investment Advisory LLC 2586 - 2024-06-30 403 $17,000 0
   IFP Advisors Inc 2315 - 2024-06-30 222 $10,000 0
   Capital Investment Advisory Services LLC 835 - 2024-06-30 201 $9,000 0
   WR Wealth Planners LLC 617 - 2024-06-30 218 $9,000 0
   Key Financial Inc 902 - 2024-06-30 137 $6,000 0
   Financial Gravity Wealth Inc. 392 - 2024-06-30 120 $5,000 0
   Retirement Group LLC 608 - 2024-03-31 74 $3,000 0
   Washington Trust Advisors Inc. 645 - 2024-06-30 23 $1,000 0
   Continuum Advisory LLC 1566 - 2024-06-30 20 $1,000 0
   EPG Wealth Management LLC 438 - 2024-03-31 16 $1,000 0
   Hantz Financial Services Inc. 1112 - 2024-06-30 8 $0 0

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