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% | Mar 2026 |
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| Noble Family Wealth | 87k | $11M | -1% | Jun 2026 |
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| Morgan Stanley | 81k | $13M | 2% | Mar 2026 |
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| LPL Financial | 52k | $6.8M | 1% | Jun 2026 |
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| Advisor Group Holdings | 31k | $4.1M | 0% | Jun 2026 |
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| Royal Bank of Canada | 29k | $3.8M | 15% | Jun 2026 |
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| Salomon & Ludwin | 25k | $3.2M | -2% | Jun 2026 |
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| Founders Grove Wealth Partners | 23k | $3.1M | -1% | Jun 2026 |
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| WealthBridge Capital Management | 21k | $2.7M | -1% | Jun 2026 |
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| Commonwealth Equity Services | 21k | $2.7M | -25% | Jun 2026 |
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| Westside Investment Management | 21k | $2.7M | -1% | Jun 2026 |
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| Raymond James Financial | 18k | $2.4M | -4% | Jun 2026 |
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| MAI Wealth Advisors | 16k | $2.1M | -1% | Jun 2026 |
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| Integrated Advisors Network | 15k | $2.0M | 100% | Jun 2026 |
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| Biondo Investment Advisors | 14k | $1.8M | 2% | Jun 2026 |
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| Well Done | 13k | $1.7M | 0% | Jun 2026 |
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| Susquehanna International | 13k | $1.7M | -33% | Jun 2026 |
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| Captrust Financial Advisors | 13k | $1.7M | -4% | Jun 2026 |
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| Global Retirement Partners | 12k | $1.6M | 0% | Jun 2026 |
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| Apollon Wealth Management | 12k | $1.5M | -1% | Jun 2026 |
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| RMB Capital Management | 11k | $1.4M | -5% | Jun 2026 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 10k | $1.4M | -13% | Jun 2026 |
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| Prospera Financial Services | 10k | $1.3M | -3% | Jun 2026 |
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| Mariner Wealth Advisors | 9.3k | $1.2M | 121% | Jun 2026 |
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| Wells Fargo & Company | 9.2k | $1.2M | -16% | Jun 2026 |
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| Citadel Advisors | 8.4k | $1.1M | -10% | Jun 2026 |
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| O'shaughnessy Asset Management | 8.3k | $1.1M | -4% | Jun 2026 |
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| HPM Partners | 7.7k | $1.0M | 0% | Jun 2026 |
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| Janney Montgomery Scott | 7.5k | $986k | 0% | Jun 2026 |
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| Robinson Smith Wealth Advisors | 7.3k | $959k | -4% | Jun 2026 |
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| Jane Street | 7.2k | $950k | 202% | Jun 2026 |
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| Amarillo National Bank | 7.0k | $922k | -2% | Jun 2026 |
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| Institute For Wealth Management | 6.7k | $880k | 0% | Jun 2026 |
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| Kelman-Lazarov | 6.4k | $838k | 0% | Jun 2026 |
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| Dickmeyer Boyce Financial Management | 6.2k | $812k | -3% | Jun 2026 |
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| Envestnet Asset Management | 5.9k | $771k | -21% | Jun 2026 |
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| Mercer Global Advisors | 5.7k | $750k | 5% | Jun 2026 |
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| Baird Financial | 5.7k | $747k | -3% | Jun 2026 |
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| Cetera Investment Advisers | 5.7k | $744k | -3% | Jun 2026 |
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| Cambridge Investment Research Advisors | 5.7k | $741k | -1% | Jun 2026 |
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| Perigon Wealth Management | 5.5k | $727k | 0% | Jun 2026 |
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| SRS Capital Advisors | 5.3k | $698k | 100% | Jun 2026 |
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| Colony | 4.9k | $636k | -4% | Jun 2026 |
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| Decker Wealth Management | 4.8k | $625k | -2% | Jun 2026 |
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| AQR Capital Management | 4.5k | $585k | 0% | Jun 2026 |
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| Flow Traders US | 4.3k | $560k | 44% | Jun 2026 |
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| A. Montag and Associates | 4.2k | $554k | 0% | Jun 2026 |
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| Evergreen Wealth Solutions | 4.0k | $546k | 1% | Jun 2026 |
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| Resources Investment Advisors | 4.0k | $525k | 0% | Jun 2026 |
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| Goss Wealth Management | 4.0k | $518k | -18% | Jun 2026 |
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| Warren Averett Asset Management | 3.9k | $509k | 0% | Jun 2026 |
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| Ohe Financial | 3.8k | $501k | 0% | Jun 2026 |
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| MLP3 | 3.8k | $435k | 100% | Mar 2026 |
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| Nadler Financial | 3.7k | $489k | 0% | Jun 2026 |
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| Perfromance Wealth Partners | 3.7k | $489k | 0% | Jun 2026 |
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| VestGen Advisors | 3.6k | $468k | -50% | Jun 2026 |
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| Creative Planning | 3.5k | $460k | 0% | Jun 2026 |
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| Rs Crum | 3.4k | $448k | 0% | Jun 2026 |
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| Kestra Advisory Services | 3.3k | $439k | -28% | Jun 2026 |
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| Graves-Light Private Wealth Management | 3.3k | $436k | 0% | Jun 2026 |
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| Aspen Grove Capital | 3.0k | $393k | 0% | Jun 2026 |
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| Lgl Partners | 2.9k | $381k | -1% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 2.9k | $381k | 0% | Jun 2026 |
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| Tradition Wealth Management | 2.9k | $377k | 0% | Jun 2026 |
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| Spire Wealth Management | 2.9k | $377k | 9% | Jun 2026 |
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| Bouchey Financial | 2.8k | $372k | 0% | Jun 2026 |
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| McKinley Carter Wealth Services | 2.7k | $353k | 0% | Jun 2026 |
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| HighTower Advisors | 2.7k | $348k | 7% | Jun 2026 |
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| Stifel Financial | 2.5k | $327k | 0% | Jun 2026 |
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| Webster Bank, N. A. | 2.4k | $312k | -12% | Jun 2026 |
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| Mezzasalma Advisors | 2.4k | $311k | 0% | Jun 2026 |
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| Fingerlakes Wealth Management | 2.3k | $297k | 0% | Jun 2026 |
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| CI Private Wealth | 2.3k | $296k | 30% | Jun 2026 |
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| Agf Management | 2.2k | $286k | -2% | Jun 2026 |
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| CWM | 2.2k | $250k | -15% | Mar 2026 |
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| SCBT Financial Corporation | 2.1k | $279k | 0% | Jun 2026 |
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| William Blair $ Company | 2.1k | $276k | 0% | Jun 2026 |
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| Sequent Planning | 2.1k | $272k | 16% | Jun 2026 |
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| Sax Wealth Advisors | 2.1k | $238k | 0% | Jun 2026 |
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| Cladis Investment Advisory | 2.0k | $262k | 0% | Jun 2026 |
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| Augustine Asset Management | 2.0k | $261k | 0% | Jun 2026 |
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| Merit Financial Group | 1.8k | $241k | 0% | Jun 2026 |
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| Key FInancial | 1.8k | $241k | 0% | Jun 2026 |
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| Trust Co Of Vermont | 1.8k | $236k | -22% | Jun 2026 |
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| Axxcess Wealth Management | 1.8k | $231k | 100% | Jun 2026 |
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| Tower Research Capital | 1.7k | $228k | 3% | Jun 2026 |
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| Steward Partners Investment Advisory | 1.7k | $227k | 0% | Jun 2026 |
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| Avant Capital | 1.7k | $226k | 100% | Jun 2026 |
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| Steigerwald, Gordon & Koch | 1.7k | $219k | 0% | Jun 2026 |
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| Mengis Capital Management | 1.7k | $219k | 100% | Jun 2026 |
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| Jones Financial Companies, L.L | 1.4k | $184k | 23% | Jun 2026 |
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| Bellevue Asset Management | 1.3k | $167k | 0% | Jun 2026 |
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| Harbour Investments | 1.2k | $154k | 0% | Jun 2026 |
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| Farther Finance Advisors | 1.1k | $146k | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 1.1k | $145k | 100% | Jun 2026 |
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| FMR | 1.0k | $135k | 25% | Jun 2026 |
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| Pension & Wealth Management Advisors | 1.0k | $131k | 0% | Jun 2026 |
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| Hartland & Co | 973.00 | $128k | 0% | Jun 2026 |
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| Rockefeller Capital Management | 816.00 | $107k | 0% | Jun 2026 |
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| Hanson McClain Advisors | 784.00 | $103k | 177% | Jun 2026 |
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| Franklin Resources | 740.00 | $97k | 0% | Jun 2026 |
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| Arcadia Investment Advisors | 643.00 | $84k | 0% | Jun 2026 |
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| Independence Bank of Kentucky | 625.00 | $82k | 0% | Jun 2026 |
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| Ameritas Advisory Services | 597.00 | $78k | 100% | Jun 2026 |
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| Bank Of Montreal | 580.00 | $67k | 100% | Mar 2026 |
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| Simplex Trading | 516.00 | $68k | 406% | Jun 2026 |
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| Bravera Wealth | 488.00 | $64k | 0% | Jun 2026 |
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| Capital Investment Advisory Services | 456.00 | $60k | 0% | Jun 2026 |
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| Beacon Investment Advisory Services | 408.00 | $54k | 0% | Jun 2026 |
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| Silver Grove Financial Group | 398.00 | $52k | 0% | Jun 2026 |
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| AE Wealth Management | 376.00 | $49k | 0% | Jun 2026 |
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| 1620 Investment Advisors | 375.00 | $49k | 0% | Jun 2026 |
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| Glassman Wealth Services | 357.00 | $47k | 0% | Jun 2026 |
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| Anchor Investment Management | 354.00 | $41k | 0% | Mar 2026 |
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| Albion Financial Group | 310.00 | $41k | -3% | Jun 2026 |
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| Anfield Capital Management | 309.00 | $36k | 100% | Mar 2026 |
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| Ritter Daniher Financial Advisory LLC / DE | 308.00 | $40k | 1% | Jun 2026 |
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| North Star Investment Management | 286.00 | $38k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 282.00 | $37k | 100% | Jun 2026 |
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| Glen Eagle Advisors | 264.00 | $35k | 312% | Jun 2026 |
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| Hughes Financial Services | 253.00 | $33k | 0% | Jun 2026 |
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| Quaker Wealth Management | 226.00 | $30k | 0% | Jun 2026 |
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| CoreCap Advisors | 200.00 | $26k | 100% | Jun 2026 |
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| Assetmark | 171.00 | $22k | 100% | Jun 2026 |
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| UBS Group | 171.00 | $22k | -66% | Jun 2026 |
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| Jpmorgan Chase & Co | 169.00 | $22k | 100% | Jun 2026 |
|
| Virginia Estate & Retirement Planning Advisors | 162.00 | $6.6k | 100% | Jun 2026 |
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| Founders Financial Alliance | 152.00 | $20k | 0% | Jun 2026 |
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| Russell Investments | 134.00 | $18k | 0% | Jun 2026 |
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| Dynamic Wealth Strategies | 117.00 | $15k | 0% | Jun 2026 |
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| Buck Wealth Strategies | 72.00 | $9.4k | 100% | Jun 2026 |
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| Hartford Financial Management | 54.00 | $7.1k | 100% | Jun 2026 |
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| International Assets Investment Management | 52.00 | $6.7k | 0% | Jun 2026 |
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| MTM Investment Management | 50.00 | $6.6k | 0% | Jun 2026 |
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Who sold out of WisdomTree Dividend ex-Fin Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| RWM Asset Management | Mar 2026 | 6.1k | $708k |
| Pps&v Asset Management Consultants | Mar 2026 | 4.1k | $473k |
| Ashton Thomas Private Wealth | Mar 2026 | 905.00 | $105k |
| Emerald Investment Partners | Mar 2026 | 58.00 | $6.7k |