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 | 97k | $10M | -1% | Dec 2024 |
|
| Jaffetilchin Investment Partners | 88k | $9.4M | 1% | Dec 2024 |
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| Noble Family Wealth | 82k | $8.9M | 0% | Mar 2025 |
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| LPL Financial | 39k | $4.1M | -9% | Dec 2024 |
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| Commonwealth Equity Services | 34k | $3.6M | 0% | Dec 2024 |
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| Congress Wealth Management LLC / DE / | 27k | $2.9M | 0% | Dec 2024 |
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| Royal Bank of Canada | 26k | $2.8M | 0% | Dec 2024 |
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| Salomon & Ludwin | 26k | $2.8M | -4% | Dec 2024 |
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| Founders Grove Wealth Partners | 25k | $2.7M | -1% | Mar 2025 |
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| Envestnet Asset Management | 25k | $2.6M | 0% | Dec 2024 |
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| Raymond James Financial | 22k | $2.3M | 100% | Dec 2024 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 22k | $2.3M | -8% | Dec 2024 |
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| WealthBridge Capital Management | 22k | $2.3M | -1% | Dec 2024 |
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| Mercer Global Advisors | 21k | $2.2M | 0% | Dec 2024 |
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| MAI Wealth Advisors | 18k | $1.9M | 1% | Dec 2024 |
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| RMB Capital Management | 16k | $1.7M | -9% | Dec 2024 |
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| Apollon Wealth Management | 15k | $1.6M | 0% | Dec 2024 |
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| Westside Investment Management | 15k | $1.6M | -6% | Dec 2024 |
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| Prospera Financial Services | 15k | $1.6M | -2% | Dec 2024 |
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| Well Done | 15k | $1.6M | 0% | Dec 2024 |
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| Captrust Financial Advisors | 13k | $1.4M | -2% | Dec 2024 |
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| Biondo Investment Advisors | 13k | $1.4M | -1% | Dec 2024 |
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| Janney Montgomery Scott | 11k | $1.3M | -2% | Mar 2025 |
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| Wells Fargo & Company | 8.8k | $940k | -3% | Dec 2024 |
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| Institute For Wealth Management | 8.7k | $931k | 0% | Dec 2024 |
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| Aspen Grove Capital | 8.3k | $879k | 0% | Dec 2024 |
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| Colony | 7.8k | $834k | 313% | Dec 2024 |
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| HPM Partners | 7.8k | $834k | -6% | Dec 2024 |
|
| Robinson Smith Wealth Advisors | 7.6k | $812k | 0% | Dec 2024 |
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| Cetera Investment Advisers | 7.6k | $812k | -7% | Dec 2024 |
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| Amarillo National Bank | 7.0k | $749k | 0% | Dec 2024 |
|
| Tower Research Capital | 7.0k | $748k | 72% | Dec 2024 |
|
| Susquehanna International | 6.6k | $707k | -70% | Dec 2024 |
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| Kelman-Lazarov | 6.5k | $689k | 0% | Dec 2024 |
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| RWM Asset Management | 6.1k | $672k | 0% | Mar 2025 |
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| Perigon Wealth Management | 5.9k | $648k | 43% | Dec 2024 |
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| Cambridge Investment Research Advisors | 5.1k | $548k | -2% | Dec 2024 |
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| Nadler Financial | 5.1k | $546k | -10% | Dec 2024 |
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| Goss Wealth Management | 5.0k | $529k | -1% | Dec 2024 |
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| Lgl Partners | 5.0k | $529k | 0% | Dec 2024 |
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| A. Montag and Associates | 4.9k | $526k | 0% | Dec 2024 |
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| Advisor Group Holdings | 4.6k | $518k | 29% | Dec 2024 |
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| Kestra Advisory Services | 4.4k | $465k | 31% | Dec 2024 |
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| Warren Averett Asset Management | 4.3k | $460k | -15% | Dec 2024 |
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| Mariner Wealth Advisors | 4.3k | $456k | 0% | Dec 2024 |
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| Spire Wealth Management | 4.2k | $445k | -16% | Dec 2024 |
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| Pps&v Asset Management Consultants | 4.1k | $449k | 0% | Mar 2025 |
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| Resources Investment Advisors | 4.0k | $426k | 0% | Dec 2024 |
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| Perfromance Wealth Partners | 3.9k | $419k | -3% | Dec 2024 |
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| Altrius Capital Management | 3.9k | $414k | -6% | Dec 2024 |
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| Ohe Financial | 3.8k | $403k | -4% | Dec 2024 |
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| Armstrong, Fleming & Moore | 3.8k | $413k | 100% | Mar 2025 |
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| Novus Advisors | 3.7k | $397k | 100% | Dec 2024 |
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| Tradition Wealth Management | 3.5k | $375k | 0% | Dec 2024 |
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| Webster Bank, N. A. | 3.5k | $384k | -11% | Mar 2025 |
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| Rs Crum | 3.4k | $375k | 0% | Mar 2025 |
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| Graves-Light Private Wealth Management | 3.4k | $374k | 0% | Mar 2025 |
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| Bouchey Financial | 2.8k | $303k | 0% | Dec 2024 |
|
| Flaharty Asset Management | 2.8k | $298k | 0% | Dec 2024 |
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| Trust Co Of Vermont | 2.7k | $290k | 0% | Dec 2024 |
|
| Fingerlakes Wealth Management | 2.7k | $287k | -1% | Dec 2024 |
|
| McKinley Carter Wealth Services | 2.7k | $295k | 0% | Mar 2025 |
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| CWM | 2.6k | $277k | 17% | Dec 2024 |
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| Stifel Financial | 2.5k | $270k | 13% | Dec 2024 |
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| Creative Planning | 2.5k | $265k | 0% | Dec 2024 |
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| Wiley Bros.-aintree Capital | 2.4k | $256k | 0% | Dec 2024 |
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| Mezzasalma Advisors | 2.3k | $248k | 100% | Dec 2024 |
|
| Key FInancial | 2.3k | $241k | 0% | Dec 2024 |
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| Agf Management | 2.3k | $240k | 0% | Dec 2024 |
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| William Blair $ Company | 2.2k | $234k | 0% | Dec 2024 |
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| SCBT Financial Corporation | 2.1k | $226k | 0% | Dec 2024 |
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| Element Wealth | 2.1k | $226k | -2% | Dec 2024 |
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| Augustine Asset Management | 2.1k | $220k | 1% | Dec 2024 |
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| Sax Wealth Advisors | 2.1k | $219k | 0% | Dec 2024 |
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| Cladis Investment Advisory | 2.0k | $213k | 0% | Dec 2024 |
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| Mengis Capital Management | 2.0k | $210k | 0% | Dec 2024 |
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| UBS Group | 1.5k | $158k | 68% | Dec 2024 |
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| Bellevue Asset Management | 1.4k | $146k | 0% | Dec 2024 |
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| Atlantic Trust | 1.4k | $145k | 0% | Dec 2024 |
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| Harbour Investments | 1.2k | $125k | 0% | Dec 2024 |
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| Hartland & Co | 973.00 | $104k | 0% | Dec 2024 |
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| Fifth Third Bancorp | 900.00 | $99k | 0% | Mar 2025 |
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| Bank of America Corporation | 787.00 | $84k | 67% | Dec 2024 |
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| Independence Bank of Kentucky | 775.00 | $85k | 0% | Mar 2025 |
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| Guardian Wealth Management | 742.00 | $79k | 0% | Dec 2024 |
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| Franklin Resources | 740.00 | $79k | 0% | Dec 2024 |
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| Bank Of Montreal | 707.00 | $75k | 0% | Dec 2024 |
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| Arcadia Investment Advisors | 643.00 | $69k | 0% | Dec 2024 |
|
| Lowe fs | 641.00 | $70k | 0% | Mar 2025 |
|
| FMR | 602.00 | $64k | 0% | Dec 2024 |
|
| Jones Financial Companies, L.L | 587.00 | $63k | 0% | Dec 2024 |
|
| ORG Partners | 550.00 | $59k | 100% | Dec 2024 |
|
| Bristlecone Advisors | 529.00 | $56k | 0% | Dec 2024 |
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| Signature | 494.00 | $53k | 0% | Dec 2024 |
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| Jpmorgan Chase & Co | 490.00 | $52k | -89% | Dec 2024 |
|
| 1620 Investment Advisors | 475.00 | $51k | 0% | Dec 2024 |
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| Steward Partners Investment Advisory | 456.00 | $49k | 0% | Dec 2024 |
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| Albion Financial Group | 380.00 | $41k | 0% | Dec 2024 |
|
| North Star Investment Management | 376.00 | $40k | 0% | Dec 2024 |
|
| Hanson McClain Advisors | 342.00 | $38k | -46% | Dec 2024 |
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| POM Investment Strategies | 340.00 | $36k | 0% | Dec 2024 |
|
| JNBA Financial Advisors | 295.00 | $31k | 0% | Dec 2024 |
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| Atticus Wealth Management | 200.00 | $21k | 0% | Dec 2024 |
|
| AE Wealth Management | 190.00 | $20k | 100% | Dec 2024 |
|
| Capital Investment Advisory Services | 180.00 | $19k | 0% | Dec 2024 |
|
| Founders Financial Alliance | 152.00 | $16k | 0% | Dec 2024 |
|
| JDM Financial Group | 150.00 | $16k | 0% | Dec 2024 |
|
| Wood Tarver Financial Group | 140.00 | $14k | 100% | Dec 2024 |
|
| New Wave Wealth Advisors | 105.00 | $11k | 100% | Dec 2024 |
|
| Glen Eagle Advisors | 100.00 | $11k | 0% | Dec 2024 |
|
| Pin Oak Investment Advisors | 74.00 | $8.0k | 0% | Dec 2024 |
|
| Citigroup | 63.00 | $6.7k | 0% | Dec 2024 |
|
| Emerald Investment Partners | 58.00 | $6.2k | 0% | Dec 2024 |
|
| Kestra Investment Management | 57.00 | $6.0k | 100% | Dec 2024 |
|
| MTM Investment Management | 50.00 | $5.3k | 0% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 3.00 | $320.000100 | -96% | Dec 2024 |
|
Who sold out of WisdomTree Dividend ex-Fin Fund?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2024 | 11k | $1.3M |
| First Hawaiian Bank | Dec 2024 | 10k | $1.1M |
| Sequoia Financial Advisors | Sep 2024 | 3.1k | $345k |
| Stratos Wealth Partners | Sep 2024 | 2.1k | $235k |
| Brighton Jones | Sep 2024 | 1.8k | $205k |
| Arrowroot Family Office | Sep 2024 | 1.8k | $201k |
| Anfield Capital Management | Sep 2024 | 300.00 | $33k |
| Clear Point Advisors | Sep 2024 | 200.00 | $22k |
| Pnc Financial Services | Sep 2024 | 172.00 | $19k |
| Dynamic Wealth Strategies | Sep 2024 | 117.00 | $13k |
| Asset Dedication | Sep 2024 | 38.00 | $4.2k |