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 | 89k | $10M | 0% | Sep 2025 |
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| Noble Family Wealth | 89k | $10M | 0% | Sep 2025 |
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| Morgan Stanley | 74k | $8.3M | 100% | Jun 2025 |
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| LPL Financial | 41k | $4.7M | 1% | Sep 2025 |
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| Royal Bank of Canada | 39k | $4.5M | 40% | Sep 2025 |
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| Advisor Group Holdings | 31k | $3.5M | 476% | Sep 2025 |
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| Commonwealth Equity Services | 31k | $3.5M | -4% | Sep 2025 |
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| Congress Wealth Management LLC / DE / | 27k | $3.1M | 0% | Jun 2025 |
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| Salomon & Ludwin | 26k | $3.0M | -1% | Sep 2025 |
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| Founders Grove Wealth Partners | 25k | $2.8M | 0% | Sep 2025 |
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| Citadel Advisors | 23k | $2.7M | 207% | Sep 2025 |
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| WealthBridge Capital Management | 21k | $2.4M | -2% | Sep 2025 |
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| Westside Investment Management | 21k | $2.4M | 0% | Sep 2025 |
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| Raymond James Financial | 21k | $2.3M | 1% | Sep 2025 |
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| MAI Wealth Advisors | 16k | $1.9M | -1% | Sep 2025 |
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| Apollon Wealth Management | 14k | $1.6M | -2% | Sep 2025 |
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| Well Done | 13k | $1.5M | 0% | Sep 2025 |
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| Captrust Financial Advisors | 13k | $1.5M | 0% | Sep 2025 |
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| Biondo Investment Advisors | 13k | $1.4M | -1% | Sep 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% | Sep 2025 |
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| Prospera Financial Services | 12k | $1.3M | 0% | Sep 2025 |
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| Janney Montgomery Scott | 11k | $1.3M | 0% | Sep 2025 |
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| Wells Fargo & Company | 10k | $1.2M | 0% | Sep 2025 |
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| HPM Partners | 7.7k | $882k | 0% | Sep 2025 |
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| Robinson Smith Wealth Advisors | 7.6k | $871k | 0% | Sep 2025 |
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| O'shaughnessy Asset Management | 7.4k | $842k | 224% | Sep 2025 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 7.3k | $834k | 0% | Sep 2025 |
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| Institute For Wealth Management | 7.2k | $827k | -8% | Sep 2025 |
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| Envestnet Asset Management | 7.1k | $809k | -40% | Sep 2025 |
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| Amarillo National Bank | 7.0k | $804k | 0% | Sep 2025 |
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| Kelman-Lazarov | 6.4k | $735k | 0% | Sep 2025 |
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| Baird Financial | 6.2k | $714k | 0% | Sep 2025 |
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| RWM Asset Management | 6.1k | $699k | 0% | Sep 2025 |
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| Goss Wealth Management | 6.0k | $691k | 22% | Sep 2025 |
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| Mercer Global Advisors | 5.8k | $659k | -15% | Sep 2025 |
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| Cambridge Investment Research Advisors | 5.6k | $645k | 20% | Sep 2025 |
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| Perigon Wealth Management | 5.5k | $632k | -6% | Sep 2025 |
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| Cetera Investment Advisers | 5.5k | $628k | -2% | Sep 2025 |
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| Nadler Financial | 5.1k | $586k | 0% | Sep 2025 |
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| Colony | 5.1k | $583k | -26% | Sep 2025 |
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| AQR Capital Management | 4.5k | $510k | 100% | Sep 2025 |
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| UBS Group | 4.4k | $498k | -4% | Sep 2025 |
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| Mariner Wealth Advisors | 4.2k | $485k | 13% | Sep 2025 |
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| Spire Wealth Management | 4.2k | $478k | 0% | Sep 2025 |
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| Warren Averett Asset Management | 4.2k | $477k | -1% | Sep 2025 |
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| Pps&v Asset Management Consultants | 4.1k | $467k | 0% | Sep 2025 |
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| Resources Investment Advisors | 4.0k | $457k | 0% | Sep 2025 |
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| A. Montag and Associates | 3.9k | $443k | -17% | Sep 2025 |
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| Ohe Financial | 3.8k | $435k | 0% | Sep 2025 |
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| Perfromance Wealth Partners | 3.8k | $433k | -1% | Sep 2025 |
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| Kestra Advisory Services | 3.7k | $427k | -11% | Sep 2025 |
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| VestGen Advisors | 3.6k | $408k | 0% | Sep 2025 |
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| Creative Planning | 3.5k | $401k | 41% | Sep 2025 |
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| Rs Crum | 3.4k | $390k | 0% | Sep 2025 |
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| Graves-Light Private Wealth Management | 3.4k | $389k | 0% | Sep 2025 |
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| Webster Bank, N. A. | 3.0k | $346k | 0% | Sep 2025 |
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| Aspen Grove Capital | 3.0k | $343k | 0% | Sep 2025 |
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| Tower Research Capital | 2.9k | $335k | -15% | Sep 2025 |
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| Lgl Partners | 2.9k | $333k | 0% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 2.9k | $332k | 21% | Sep 2025 |
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| Tradition Wealth Management | 2.9k | $329k | 0% | Sep 2025 |
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| Bouchey Financial | 2.8k | $325k | 0% | Sep 2025 |
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| McKinley Carter Wealth Services | 2.7k | $307k | 0% | Sep 2025 |
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| CWM | 2.6k | $291k | 0% | Sep 2025 |
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| Stifel Financial | 2.5k | $287k | -1% | Sep 2025 |
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| Fingerlakes Wealth Management | 2.5k | $285k | -8% | Sep 2025 |
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| HighTower Advisors | 2.5k | $282k | 2% | Sep 2025 |
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| Mezzasalma Advisors | 2.3k | $268k | 0% | Sep 2025 |
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| Trust Co Of Vermont | 2.3k | $263k | -15% | Sep 2025 |
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| Agf Management | 2.3k | $258k | 0% | Sep 2025 |
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| SCBT Financial Corporation | 2.1k | $243k | 0% | Sep 2025 |
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| William Blair $ Company | 2.1k | $240k | 0% | Sep 2025 |
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| Avant Capital | 2.1k | $240k | 100% | Sep 2025 |
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| Sax Wealth Advisors | 2.1k | $235k | 0% | Sep 2025 |
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| Cladis Investment Advisory | 2.0k | $229k | 0% | Sep 2025 |
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| Augustine Asset Management | 2.0k | $227k | 0% | Sep 2025 |
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| Sequent Planning | 1.9k | $214k | -4% | Sep 2025 |
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| Brighton Jones | 1.9k | $212k | 0% | Sep 2025 |
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| Key FInancial | 1.8k | $210k | 0% | Sep 2025 |
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| Mengis Capital Management | 1.8k | $205k | -1% | Sep 2025 |
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| Steigerwald, Gordon & Koch | 1.7k | $191k | 100% | Sep 2025 |
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| Bellevue Asset Management | 1.4k | $156k | 0% | Sep 2025 |
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| Atlantic Trust | 1.4k | $156k | 0% | Sep 2025 |
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| Harbour Investments | 1.2k | $134k | 0% | Sep 2025 |
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| Hartland & Co | 973.00 | $111k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 816.00 | $93k | 100% | Sep 2025 |
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| Fifth Third Bancorp | 800.00 | $91k | -11% | Sep 2025 |
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| Franklin Resources | 740.00 | $85k | 0% | Sep 2025 |
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| Bank Of Montreal | 672.00 | $76k | 100% | Jun 2025 |
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| Jones Financial Companies, L.L | 666.00 | $76k | -11% | Sep 2025 |
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| Arcadia Investment Advisors | 643.00 | $74k | 0% | Sep 2025 |
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| Independence Bank of Kentucky | 625.00 | $71k | -19% | Sep 2025 |
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| Jpmorgan Chase & Co | 620.00 | $71k | 27% | 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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| Signature | 494.00 | $56k | 0% | Sep 2025 |
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| 1620 Investment Advisors | 430.00 | $49k | 0% | Sep 2025 |
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| Albion Financial Group | 380.00 | $43k | 0% | Sep 2025 |
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| Glassman Wealth Services | 357.00 | $41k | 0% | Sep 2025 |
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| Anchor Investment Management | 351.00 | $40k | 100% | Sep 2025 |
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| POM Investment Strategies | 340.00 | $39k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 324.00 | $37k | 0% | Sep 2025 |
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| JNBA Financial Advisors | 295.00 | $34k | 0% | Sep 2025 |
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| Hanson McClain Advisors | 288.00 | $33k | 0% | Sep 2025 |
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| North Star Investment Management | 286.00 | $33k | 0% | Sep 2025 |
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| Glen Eagle Advisors | 264.00 | $30k | 164% | Sep 2025 |
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| Hughes Financial Services | 253.00 | $29k | 0% | Sep 2025 |
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| Quaker Wealth Management | 226.00 | $26k | 0% | Sep 2025 |
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| Capital Investment Advisory Services | 180.00 | $21k | 0% | Sep 2025 |
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| Founders Financial Alliance | 152.00 | $17k | 100% | Sep 2025 |
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| Principal Securities | 150.00 | $17k | 100% | Sep 2025 |
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| Ameritas Advisory Services | 142.00 | $16k | -76% | Sep 2025 |
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| Dynamic Wealth Strategies | 117.00 | $13k | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 87.00 | $9.9k | -97% | Sep 2025 |
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| Emerald Investment Partners | 58.00 | $6.7k | 0% | Sep 2025 |
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| MTM Investment Management | 50.00 | $5.7k | 0% | Sep 2025 |
|
Who sold out of WisdomTree Dividend ex-Fin Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2025 | 4.7k | $536k |
| Altrius Capital Management | Jun 2025 | 3.7k | $417k |
| Novus Advisors | Jun 2025 | 3.2k | $365k |
| Element Wealth | Jun 2025 | 2.0k | $230k |
| ORG Partners | Jun 2025 | 550.00 | $63k |
| Bristlecone Advisors | Jun 2025 | 529.00 | $60k |
| Flaharty Asset Management | Mar 2025 | 418.00 | $46k |
| Mount Yale Investment Advisors | Jun 2025 | 362.00 | $41k |
| Atticus Wealth Management | Jun 2025 | 200.00 | $23k |
| Wood Tarver Financial Group | Jun 2025 | 140.00 | $15k |
| Pin Oak Investment Advisors | Jun 2025 | 74.00 | $8.0k |