Who owns WisdomTree Dividend ex-Fin Fund?
- Ticker: AIVL
- CUSIP Number: 97717W406
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree Dividend ex-Fin Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of WisdomTree Dividend ex-Fin Fund stock
Who bought or sold WisdomTree Dividend ex-Fin Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 102k | $12M | -1% | Jun 2024 |
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| Jaffetilchin Investment Partners | 88k | $9.8M | 1% | Sep 2024 |
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| Noble Family Wealth | 84k | $9.3M | 0% | Sep 2024 |
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| LPL Financial | 42k | $4.7M | 1% | Sep 2024 |
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| Commonwealth Equity Services | 34k | $3.8M | -18% | Sep 2024 |
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| Salomon & Ludwin | 27k | $3.0M | -11% | Sep 2024 |
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| Congress Wealth Management LLC / DE / | 27k | $3.0M | 0% | Sep 2024 |
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| Royal Bank of Canada | 27k | $3.0M | 0% | Sep 2024 |
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| Envestnet Asset Management | 25k | $2.8M | -1% | Sep 2024 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 24k | $2.6M | 197% | Sep 2024 |
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| Susquehanna International | 22k | $2.5M | 28% | Sep 2024 |
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| WealthBridge Capital Management | 22k | $2.4M | 1% | Sep 2024 |
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| Mercer Global Advisors | 21k | $2.1M | -1% | Jun 2024 |
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| MAI Wealth Advisors | 18k | $2.0M | -3% | Sep 2024 |
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| RMB Capital Management | 17k | $1.9M | 0% | Sep 2024 |
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| Westside Investment Management | 16k | $1.8M | 0% | Sep 2024 |
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| Prospera Financial Services | 15k | $1.7M | 3% | Sep 2024 |
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| Apollon Wealth Management | 15k | $1.7M | -2% | Sep 2024 |
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| Well Done | 15k | $1.6M | 1% | Sep 2024 |
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| Captrust Financial Advisors | 14k | $1.5M | 0% | Sep 2024 |
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| Raymond James Financial Services Advisors | 13k | $1.5M | 10% | Sep 2024 |
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| Biondo Investment Advisors | 13k | $1.5M | 9% | Sep 2024 |
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| Citadel Advisors | 11k | $1.3M | 100% | Sep 2024 |
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| Janney Montgomery Scott | 11k | $1.3M | 0% | Sep 2024 |
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| First Hawaiian Bank | 10k | $1.2M | 0% | Sep 2024 |
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| Raymond James & Associates | 9.3k | $1.0M | -7% | Sep 2024 |
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| Wells Fargo & Company | 9.1k | $1.0M | -10% | Sep 2024 |
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| Institute For Wealth Management | 8.7k | $970k | 0% | Sep 2024 |
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| HPM Partners | 8.3k | $923k | -2% | Sep 2024 |
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| Aspen Grove Capital | 8.3k | $918k | 0% | Sep 2024 |
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| Robinson Smith Wealth Advisors | 7.6k | $848k | -3% | Sep 2024 |
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| Cetera Investment Advisers | 7.4k | $739k | -19% | Jun 2024 |
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| Amarillo National Bank | 7.0k | $783k | 0% | Sep 2024 |
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| Kelman-Lazarov | 6.5k | $720k | -1% | Sep 2024 |
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| RWM Asset Management | 6.1k | $681k | 0% | Sep 2024 |
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| Nadler Financial | 5.7k | $638k | 0% | Sep 2024 |
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| Goss Wealth Management | 5.5k | $547k | -1% | Jun 2024 |
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| Cambridge Investment Research Advisors | 5.2k | $584k | -1% | Sep 2024 |
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| Spire Wealth Management | 5.0k | $554k | 88% | Sep 2024 |
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| Lgl Partners | 5.0k | $551k | 0% | Sep 2024 |
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| A. Montag and Associates | 4.9k | $549k | -12% | Sep 2024 |
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| Jpmorgan Chase & Co | 4.5k | $500k | 12% | Sep 2024 |
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| Mariner Wealth Advisors | 4.3k | $476k | 1% | Sep 2024 |
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| Perigon Wealth Management | 4.2k | $463k | 100% | Sep 2024 |
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| Altrius Capital Management | 4.1k | $460k | -4% | Sep 2024 |
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| Pps&v Asset Management Consultants | 4.1k | $455k | 0% | Sep 2024 |
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| Perfromance Wealth Partners | 4.1k | $451k | 19% | Sep 2024 |
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| Resources Investment Advisors | 4.0k | $445k | 0% | Sep 2024 |
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| Ohe Financial | 4.0k | $440k | 0% | Sep 2024 |
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| Webster Bank, N. A. | 4.0k | $440k | -11% | Sep 2024 |
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| Graves-Light Private Wealth Management | 3.8k | $374k | 0% | Jun 2024 |
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| McKinley Carter Wealth Services | 3.6k | $404k | -15% | Sep 2024 |
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| Advisor Group Holdings | 3.6k | $402k | -74% | Sep 2024 |
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| Tradition Wealth Management | 3.5k | $391k | 0% | Sep 2024 |
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| Rs Crum | 3.4k | $380k | 0% | Sep 2024 |
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| Kestra Advisory Services | 3.3k | $371k | -25% | Sep 2024 |
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| Tower Research Capital | 3.2k | $324k | -51% | Jun 2024 |
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| Sequoia Financial Advisors | 3.1k | $345k | 0% | Sep 2024 |
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| Stifel Financial | 2.9k | $284k | -5% | Jun 2024 |
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| Bouchey Financial | 2.8k | $316k | 0% | Sep 2024 |
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| Flaharty Asset Management | 2.8k | $311k | 0% | Sep 2024 |
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| Fingerlakes Wealth Management | 2.7k | $304k | -3% | Sep 2024 |
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| Trust Co Of Vermont | 2.7k | $303k | 0% | Sep 2024 |
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| Creative Planning | 2.5k | $277k | 0% | Sep 2024 |
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| Wiley Bros.-aintree Capital | 2.4k | $240k | 1% | Jun 2024 |
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| Key FInancial | 2.3k | $251k | 0% | Sep 2024 |
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| Agf Management | 2.3k | $251k | 0% | Sep 2024 |
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| CWM | 2.2k | $246k | 0% | Sep 2024 |
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| William Blair $ Company | 2.2k | $245k | 0% | Sep 2024 |
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| Element Wealth | 2.2k | $241k | 0% | Sep 2024 |
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| SCBT Financial Corporation | 2.1k | $236k | 0% | Sep 2024 |
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| Stratos Wealth Partners | 2.1k | $235k | 100% | Sep 2024 |
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| Sax Wealth Advisors | 2.1k | $229k | 0% | Sep 2024 |
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| Augustine Asset Management | 2.1k | $229k | 0% | Sep 2024 |
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| Cladis Investment Advisory | 2.0k | $223k | 100% | Sep 2024 |
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| Mengis Capital Management | 2.0k | $219k | 100% | Sep 2024 |
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| Wesbanco Trust And Investments | 2.0k | $219k | 100% | Sep 2024 |
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| Colony | 1.9k | $211k | -70% | Sep 2024 |
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| Brighton Jones | 1.8k | $205k | 100% | Sep 2024 |
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| Bellevue Asset Management | 1.4k | $152k | 0% | Sep 2024 |
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| Atlantic Trust | 1.4k | $152k | 0% | Sep 2024 |
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| Harbour Investments | 1.2k | $130k | 0% | Sep 2024 |
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| Hartland & Co | 973.00 | $108k | 0% | Sep 2024 |
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| Fifth Third Bancorp | 900.00 | $100k | 0% | Sep 2024 |
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| Lowe fs | 863.00 | $96k | 0% | Sep 2024 |
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| Independence Bank of Kentucky | 775.00 | $86k | 0% | Sep 2024 |
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| Guardian Wealth Management | 742.00 | $83k | -2% | Sep 2024 |
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| Franklin Resources | 740.00 | $83k | 0% | Sep 2024 |
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| Hanson McClain Advisors | 629.00 | $70k | 0% | Sep 2024 |
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| Jones Financial Companies, L.L | 585.00 | $65k | 100% | Sep 2024 |
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| Bristlecone Advisors | 529.00 | $59k | 100% | Sep 2024 |
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| Signature | 494.00 | $55k | 0% | Sep 2024 |
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| 1620 Investment Advisors | 475.00 | $53k | 0% | Sep 2024 |
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| Bank of America Corporation | 472.00 | $53k | -16% | Sep 2024 |
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| Albion Financial Group | 380.00 | $42k | 0% | Sep 2024 |
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| North Star Investment Management | 376.00 | $42k | 0% | Sep 2024 |
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| POM Investment Strategies | 340.00 | $38k | 0% | Sep 2024 |
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| Benjamin F. Edwards & Company | 315.00 | $31k | 1% | Jun 2024 |
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| Halpern Financial | 300.00 | $33k | 0% | Sep 2024 |
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| Anfield Capital Management | 300.00 | $33k | 100% | Sep 2024 |
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| JNBA Financial Advisors | 295.00 | $33k | 0% | Sep 2024 |
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| ICA Group Wealth Management | 225.00 | $23k | -31% | Jun 2024 |
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| Steward Partners Investment Advisory | 222.00 | $22k | -4% | Jun 2024 |
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| Atticus Wealth Management | 200.00 | $22k | 0% | Sep 2024 |
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| Clear Point Advisors | 200.00 | $22k | 0% | Sep 2024 |
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| Capital Investment Advisory Services | 180.00 | $20k | 0% | Sep 2024 |
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| Pnc Financial Services | 172.00 | $19k | 0% | Sep 2024 |
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| Founders Financial Alliance | 152.00 | $17k | 0% | Sep 2024 |
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| JDM Financial Group | 150.00 | $17k | 100% | Sep 2024 |
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| Dynamic Wealth Strategies | 117.00 | $12k | -12% | Jun 2024 |
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| Glen Eagle Advisors | 100.00 | $11k | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 77.00 | $8.6k | 100% | Sep 2024 |
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| Pin Oak Investment Advisors | 74.00 | $7.0k | 0% | Jun 2024 |
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| Citigroup | 63.00 | $7.0k | 0% | Sep 2024 |
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| Emerald Investment Partners | 58.00 | $6.5k | 0% | Sep 2024 |
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| MTM Investment Management | 50.00 | $5.5k | 0% | Sep 2024 |
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| Asset Dedication | 38.00 | $4.2k | 0% | Sep 2024 |
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Who sold out of WisdomTree Dividend ex-Fin Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| David J.Sculati | Jun 2024 | 2.9k | $286k |
| Ashton Thomas Private Wealth | Jun 2024 | 905.00 | $90k |
| International Assets Investment Management | Jun 2024 | 241.00 | $24k |
| Qube Research & Technologies | Mar 2024 | 203.00 | $21k |
| Jackson, Grant Investment Advisers | Jun 2024 | 127.00 | $13k |