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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners | 90k | $10M | 0% | Dec 2025 |
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| Noble Family Wealth | 89k | $10M | 0% | Dec 2025 |
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| LPL Financial | 48k | $5.5M | 18% | Dec 2025 |
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| Royal Bank of Canada | 39k | $4.5M | 40% | Sep 2025 |
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| Advisor Group Holdings | 31k | $3.6M | 0% | Dec 2025 |
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| Commonwealth Equity Services | 26k | $3.0M | -16% | Dec 2025 |
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| Salomon & Ludwin | 26k | $3.0M | -1% | Dec 2025 |
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| Founders Grove Wealth Partners | 25k | $2.8M | -1% | Dec 2025 |
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| Citadel Advisors | 23k | $2.7M | 207% | Sep 2025 |
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| WealthBridge Capital Management | 21k | $2.4M | 0% | Dec 2025 |
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| Raymond James Financial | 20k | $2.3M | -1% | Dec 2025 |
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| MAI Wealth Advisors | 16k | $1.9M | -1% | Dec 2025 |
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| Apollon Wealth Management | 14k | $1.6M | -1% | Dec 2025 |
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| Biondo Investment Advisors | 13k | $1.5M | 6% | Dec 2025 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 13k | $1.5M | 84% | Dec 2025 |
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| Captrust Financial Advisors | 13k | $1.5M | 0% | Dec 2025 |
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| Well Done | 13k | $1.5M | -2% | Dec 2025 |
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| RMB Capital Management | 12k | $1.4M | -35% | Sep 2025 |
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| Global Retirement Partners | 12k | $1.4M | 0% | Dec 2025 |
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| Prospera Financial Services | 11k | $1.3M | -5% | Dec 2025 |
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| Wells Fargo & Company | 10k | $1.2M | 2% | Dec 2025 |
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| O'shaughnessy Asset Management | 8.1k | $927k | 9% | Dec 2025 |
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| HPM Partners | 8.0k | $917k | 3% | Dec 2025 |
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| Robinson Smith Wealth Advisors | 7.6k | $877k | 0% | Dec 2025 |
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| Janney Montgomery Scott | 7.5k | $866k | -34% | Dec 2025 |
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| Amarillo National Bank | 7.0k | $808k | 0% | Dec 2025 |
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| Institute For Wealth Management | 6.9k | $798k | -4% | Dec 2025 |
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| Kelman-Lazarov | 6.4k | $738k | 0% | Dec 2025 |
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| Baird Financial | 6.2k | $718k | 0% | Dec 2025 |
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| RWM Asset Management | 6.1k | $735k | 0% | Dec 2025 |
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| Mercer Global Advisors | 5.7k | $660k | -1% | Dec 2025 |
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| Cetera Investment Advisers | 5.7k | $652k | 3% | Dec 2025 |
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| Cambridge Investment Research Advisors | 5.6k | $646k | 0% | Dec 2025 |
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| Perigon Wealth Management | 5.5k | $637k | 0% | Dec 2025 |
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| Colony | 5.0k | $580k | -1% | Dec 2025 |
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| Goss Wealth Management | 4.8k | $555k | -20% | Dec 2025 |
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| AQR Capital Management | 4.5k | $510k | 100% | Sep 2025 |
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| Mariner Wealth Advisors | 4.2k | $488k | 0% | Dec 2025 |
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| A. Montag and Associates | 4.2k | $486k | 9% | Dec 2025 |
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| Susquehanna International | 4.2k | $485k | 100% | Dec 2025 |
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| Pps&v Asset Management Consultants | 4.1k | $470k | 0% | Dec 2025 |
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| Nadler Financial | 4.1k | $466k | -21% | Dec 2025 |
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| Resources Investment Advisors | 4.0k | $460k | 0% | Dec 2025 |
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| Warren Averett Asset Management | 3.9k | $453k | -6% | Dec 2025 |
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| Ohe Financial | 3.8k | $439k | 0% | Dec 2025 |
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| Perfromance Wealth Partners | 3.7k | $431k | -1% | Dec 2025 |
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| Kestra Advisory Services | 3.7k | $431k | 0% | Dec 2025 |
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| Creative Planning | 3.5k | $403k | 0% | Dec 2025 |
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| Rs Crum | 3.4k | $393k | 0% | Dec 2025 |
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| Graves-Light Private Wealth Management | 3.4k | $392k | 0% | Dec 2025 |
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| Webster Bank, N. A. | 3.0k | $348k | 0% | Dec 2025 |
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| Aspen Grove Capital | 3.0k | $345k | 0% | Dec 2025 |
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| Lgl Partners | 2.9k | $337k | 0% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 2.9k | $334k | 0% | Dec 2025 |
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| Tradition Wealth Management | 2.9k | $331k | 0% | Dec 2025 |
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| Bouchey Financial | 2.8k | $327k | 0% | Dec 2025 |
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| Evergreen Wealth Solutions | 2.7k | $315k | 100% | Dec 2025 |
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| McKinley Carter Wealth Services | 2.7k | $309k | 0% | Dec 2025 |
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| Spire Wealth Management | 2.6k | $304k | -37% | Dec 2025 |
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| CWM | 2.6k | $293k | 0% | Dec 2025 |
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| Fingerlakes Wealth Management | 2.5k | $288k | 0% | Dec 2025 |
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| Stifel Financial | 2.5k | $286k | -1% | Dec 2025 |
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| HighTower Advisors | 2.5k | $284k | 0% | Dec 2025 |
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| Mezzasalma Advisors | 2.4k | $272k | 0% | Dec 2025 |
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| Trust Co Of Vermont | 2.3k | $265k | 0% | Dec 2025 |
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| CI Private Wealth | 2.3k | $260k | 100% | Dec 2025 |
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| Agf Management | 2.3k | $259k | 0% | Dec 2025 |
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| SCBT Financial Corporation | 2.1k | $244k | 0% | Dec 2025 |
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| William Blair $ Company | 2.1k | $240k | 0% | Sep 2025 |
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| Sax Wealth Advisors | 2.1k | $237k | 0% | Dec 2025 |
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| Avant Capital | 2.0k | $233k | -4% | Dec 2025 |
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| Cladis Investment Advisory | 2.0k | $230k | 0% | Dec 2025 |
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| Augustine Asset Management | 2.0k | $229k | 0% | Dec 2025 |
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| Key FInancial | 1.8k | $211k | 0% | Dec 2025 |
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| Mengis Capital Management | 1.8k | $205k | -1% | Sep 2025 |
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| Axxcess Wealth Management | 1.8k | $203k | 100% | Dec 2025 |
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| Steigerwald, Gordon & Koch | 1.7k | $192k | 0% | Dec 2025 |
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| UBS Group | 1.5k | $175k | -65% | Dec 2025 |
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| Atlantic Trust | 1.4k | $157k | 0% | Dec 2025 |
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| Bellevue Asset Management | 1.3k | $146k | -7% | Dec 2025 |
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| Harbour Investments | 1.2k | $135k | 0% | Dec 2025 |
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| Farther Finance Advisors | 1.1k | $128k | 100% | Dec 2025 |
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| Hartland & Co | 973.00 | $112k | 0% | Dec 2025 |
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| Jones Financial Companies, L.L | 828.00 | $95k | 24% | Dec 2025 |
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| Rockefeller Capital Management | 816.00 | $94k | 0% | Dec 2025 |
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| Franklin Resources | 740.00 | $85k | 0% | Dec 2025 |
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| Arcadia Investment Advisors | 643.00 | $74k | 0% | Dec 2025 |
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| Independence Bank of Kentucky | 625.00 | $72k | 0% | Dec 2025 |
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| Jpmorgan Chase & Co | 620.00 | $71k | 100% | Sep 2025 |
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| FMR | 602.00 | $69k | 0% | Sep 2025 |
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| Lowe fs | 591.00 | $68k | 0% | Sep 2025 |
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| 1620 Investment Advisors | 385.00 | $44k | -10% | Dec 2025 |
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| Glassman Wealth Services | 357.00 | $41k | 0% | Dec 2025 |
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| Anchor Investment Management | 353.00 | $41k | 1% | Dec 2025 |
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| Westside Investment Management | 350.00 | $40k | -98% | Dec 2025 |
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| POM Investment Strategies | 340.00 | $39k | 0% | Dec 2025 |
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| Albion Financial Group | 325.00 | $37k | -14% | Dec 2025 |
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| Steward Partners Investment Advisory | 324.00 | $37k | 0% | Dec 2025 |
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| Ritter Daniher Financial Advisory LLC / DE | 305.00 | $35k | 100% | Dec 2025 |
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| JNBA Financial Advisors | 295.00 | $34k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 288.00 | $33k | 0% | Dec 2025 |
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| North Star Investment Management | 286.00 | $33k | 0% | Dec 2025 |
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| Hughes Financial Services | 253.00 | $29k | 0% | Dec 2025 |
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| International Assets Investment Management | 230.00 | $26k | 100% | Dec 2025 |
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| Quaker Wealth Management | 226.00 | $26k | 0% | Dec 2025 |
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| Capital Investment Advisory Services | 180.00 | $21k | 0% | Dec 2025 |
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| Dynamic Wealth Strategies | 117.00 | $14k | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 87.00 | $10k | 0% | Dec 2025 |
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| Glen Eagle Advisors | 64.00 | $7.4k | -76% | Dec 2025 |
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| Emerald Investment Partners | 58.00 | $6.7k | 0% | Dec 2025 |
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| MTM Investment Management | 50.00 | $5.7k | 0% | Dec 2025 |
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| AE Wealth Management | 36.00 | $4.2k | 100% | Dec 2025 |
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Who sold out of WisdomTree Dividend ex-Fin Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Envestnet Asset Management | Sep 2025 | 7.1k | $809k |
| VestGen Advisors | Sep 2025 | 3.6k | $408k |
| Tower Research Capital | Sep 2025 | 2.9k | $335k |
| Sequent Planning | Sep 2025 | 1.9k | $214k |
| Brighton Jones | Sep 2025 | 1.9k | $212k |
| Fifth Third Bancorp | Sep 2025 | 800.00 | $91k |
| Bristlecone Advisors | Jun 2025 | 529.00 | $60k |
| Signature | Sep 2025 | 494.00 | $56k |
| Founders Financial Alliance | Sep 2025 | 152.00 | $17k |
| Principal Securities | Sep 2025 | 150.00 | $17k |
| Ameritas Advisory Services | Sep 2025 | 142.00 | $16k |