Who owns WisdomTree Dividend ex-Fin Fund?

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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 $1.6M -8% Jun 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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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