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 | 88k | $10M | -1% | Mar 2026 |
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| Morgan Stanley | 81k | $13M | 2% | Mar 2026 |
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| LPL Financial | 51k | $5.9M | 5% | Mar 2026 |
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| Advisor Group Holdings | 31k | $3.6M | 0% | Dec 2025 |
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| Commonwealth Equity Services | 28k | $3.2M | 8% | Mar 2026 |
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| Salomon & Ludwin | 25k | $3.0M | -1% | Mar 2026 |
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| Royal Bank of Canada | 25k | $2.9M | -37% | Mar 2026 |
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| Founders Grove Wealth Partners | 24k | $2.7M | -4% | Mar 2026 |
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| WealthBridge Capital Management | 21k | $2.4M | 0% | Mar 2026 |
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| Westside Investment Management | 21k | $2.4M | 5887% | Mar 2026 |
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| Raymond James Financial | 20k | $2.3M | -1% | Dec 2025 |
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| MAI Wealth Advisors | 16k | $1.9M | -1% | Mar 2026 |
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| Biondo Investment Advisors | 13k | $1.5M | 6% | Dec 2025 |
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| Well Done | 13k | $1.5M | 2% | Mar 2026 |
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| Captrust Financial Advisors | 13k | $1.5M | 0% | Dec 2025 |
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| Global Retirement Partners | 12k | $1.4M | 0% | Dec 2025 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 12k | $1.4M | -11% | Mar 2026 |
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| RMB Capital Management | 12k | $1.3M | -4% | Mar 2026 |
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| Apollon Wealth Management | 12k | $1.3M | -18% | Mar 2026 |
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| Wells Fargo & Company | 11k | $1.3M | 7% | Mar 2026 |
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| Prospera Financial Services | 11k | $1.2M | -4% | Mar 2026 |
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| Citadel Advisors | 9.3k | $1.1M | 266% | Mar 2026 |
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| O'shaughnessy Asset Management | 8.6k | $992k | 6% | Mar 2026 |
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| HPM Partners | 7.7k | $894k | -3% | Mar 2026 |
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| Robinson Smith Wealth Advisors | 7.6k | $882k | 0% | Mar 2026 |
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| Janney Montgomery Scott | 7.5k | $871k | 0% | Mar 2026 |
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| Envestnet Asset Management | 7.4k | $856k | 100% | Mar 2026 |
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| Amarillo National Bank | 7.2k | $834k | 2% | Mar 2026 |
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| VestGen Advisors | 7.1k | $886k | 100% | Mar 2026 |
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| Institute For Wealth Management | 6.7k | $779k | -3% | Mar 2026 |
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| Kelman-Lazarov | 6.4k | $740k | 0% | Mar 2026 |
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| Dickmeyer Boyce Financial Management | 6.3k | $735k | 100% | Mar 2026 |
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| Baird Financial | 6.2k | $718k | 0% | Dec 2025 |
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| RWM Asset Management | 6.1k | $708k | 0% | Mar 2026 |
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| Cetera Investment Advisers | 5.9k | $679k | 4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 5.7k | $663k | 2% | Mar 2026 |
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| Perigon Wealth Management | 5.5k | $641k | 0% | Mar 2026 |
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| Mercer Global Advisors | 5.4k | $630k | -5% | Mar 2026 |
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| Colony | 5.0k | $580k | -1% | Dec 2025 |
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| Decker Wealth Management | 4.9k | $565k | -3% | Mar 2026 |
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| Goss Wealth Management | 4.8k | $559k | 0% | Mar 2026 |
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| Kestra Advisory Services | 4.7k | $538k | 24% | Mar 2026 |
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| AQR Capital Management | 4.5k | $516k | 0% | Mar 2026 |
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| A. Montag and Associates | 4.2k | $489k | 0% | Mar 2026 |
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| Susquehanna International | 4.2k | $485k | 100% | Dec 2025 |
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| Mariner Wealth Advisors | 4.2k | $486k | -1% | Mar 2026 |
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| Pps&v Asset Management Consultants | 4.1k | $473k | 0% | Mar 2026 |
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| Resources Investment Advisors | 4.0k | $463k | 0% | Mar 2026 |
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| Evergreen Wealth Solutions | 4.0k | $461k | 45% | Mar 2026 |
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| Warren Averett Asset Management | 3.9k | $453k | -6% | Dec 2025 |
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| Ohe Financial | 3.8k | $441k | 0% | Mar 2026 |
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| MLP3 | 3.8k | $435k | 100% | Mar 2026 |
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| Nadler Financial | 3.7k | $432k | -8% | Mar 2026 |
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| Perfromance Wealth Partners | 3.7k | $431k | -1% | Mar 2026 |
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| Creative Planning | 3.5k | $406k | 0% | Mar 2026 |
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| Rs Crum | 3.4k | $395k | 0% | Mar 2026 |
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| Graves-Light Private Wealth Management | 3.3k | $385k | -2% | Mar 2026 |
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| Aspen Grove Capital | 3.0k | $347k | 0% | Mar 2026 |
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| Flow Traders US | 3.0k | $342k | 100% | Mar 2026 |
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| Lgl Partners | 2.9k | $340k | 0% | Mar 2026 |
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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 | $345k | 0% | Mar 2026 |
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| Webster Bank, N. A. | 2.7k | $313k | -11% | Mar 2026 |
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| McKinley Carter Wealth Services | 2.7k | $311k | 0% | Mar 2026 |
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| Spire Wealth Management | 2.6k | $306k | 0% | Mar 2026 |
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| CWM | 2.6k | $293k | 0% | Dec 2025 |
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| Stifel Financial | 2.5k | $289k | 0% | Mar 2026 |
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| HighTower Advisors | 2.5k | $286k | 0% | Mar 2026 |
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| Jane Street | 2.4k | $278k | 100% | Mar 2026 |
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| Mezzasalma Advisors | 2.4k | $274k | 0% | Mar 2026 |
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| Trust Co Of Vermont | 2.3k | $265k | 0% | Dec 2025 |
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| Fingerlakes Wealth Management | 2.3k | $261k | -10% | Mar 2026 |
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| Agf Management | 2.2k | $256k | -2% | Mar 2026 |
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| SCBT Financial Corporation | 2.1k | $246k | 0% | Mar 2026 |
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| William Blair $ Company | 2.1k | $243k | 0% | Mar 2026 |
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| Sax Wealth Advisors | 2.1k | $237k | 0% | Mar 2026 |
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| Cladis Investment Advisory | 2.0k | $231k | 0% | Mar 2026 |
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| Augustine Asset Management | 2.0k | $230k | 0% | Mar 2026 |
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| Merit Financial Group | 1.8k | $213k | 100% | Mar 2026 |
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| Key FInancial | 1.8k | $213k | 0% | Mar 2026 |
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| Sequent Planning | 1.8k | $207k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 1.7k | $201k | 435% | Mar 2026 |
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| CI Private Wealth | 1.7k | $200k | -23% | Mar 2026 |
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| Steigerwald, Gordon & Koch | 1.7k | $193k | 0% | Mar 2026 |
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| Atlantic Trust | 1.4k | $157k | 0% | Dec 2025 |
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| Bellevue Asset Management | 1.3k | $147k | 0% | Mar 2026 |
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| Harbour Investments | 1.2k | $136k | 0% | Mar 2026 |
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| Farther Finance Advisors | 1.1k | $130k | 0% | Mar 2026 |
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| Hartland & Co | 973.00 | $113k | 0% | Mar 2026 |
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| Ashton Thomas Private Wealth | 905.00 | $105k | 100% | Mar 2026 |
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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% | Mar 2026 |
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| Franklin Resources | 740.00 | $86k | 0% | Mar 2026 |
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| FMR | 664.00 | $76k | 10% | Dec 2025 |
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| Arcadia Investment Advisors | 643.00 | $74k | 0% | Mar 2026 |
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| Independence Bank of Kentucky | 625.00 | $72k | 0% | Mar 2026 |
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| Bank Of Montreal | 580.00 | $67k | 100% | Mar 2026 |
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| UBS Group | 498.00 | $58k | -67% | Mar 2026 |
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| Bravera Wealth | 488.00 | $57k | 0% | Mar 2026 |
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| Capital Investment Advisory Services | 456.00 | $53k | 153% | Mar 2026 |
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| Beacon Investment Advisory Services | 408.00 | $47k | 100% | Mar 2026 |
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| Silver Grove Financial Group | 398.00 | $46k | 100% | Mar 2026 |
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| 1620 Investment Advisors | 375.00 | $43k | -3% | Mar 2026 |
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| AE Wealth Management | 375.00 | $43k | 942% | Mar 2026 |
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| Glassman Wealth Services | 357.00 | $41k | 0% | Mar 2026 |
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| Anchor Investment Management | 354.00 | $41k | 0% | Mar 2026 |
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| Albion Financial Group | 320.00 | $37k | -2% | Mar 2026 |
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| Anfield Capital Management | 309.00 | $36k | 100% | Mar 2026 |
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| Ritter Daniher Financial Advisory LLC / DE | 306.00 | $35k | 0% | Mar 2026 |
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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% | Mar 2026 |
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| Hughes Financial Services | 253.00 | $29k | 0% | Mar 2026 |
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| Quaker Wealth Management | 226.00 | $26k | 0% | Mar 2026 |
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| Founders Financial Alliance | 152.00 | $18k | 100% | Mar 2026 |
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| Russell Investments | 134.00 | $16k | 100% | Mar 2026 |
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| Dynamic Wealth Strategies | 117.00 | $14k | 0% | Mar 2026 |
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| Glen Eagle Advisors | 64.00 | $7.4k | 0% | Mar 2026 |
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| Emerald Investment Partners | 58.00 | $6.7k | 0% | Mar 2026 |
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| International Assets Investment Management | 52.00 | $6.0k | -77% | Mar 2026 |
|
| MTM Investment Management | 50.00 | $5.8k | 0% | Mar 2026 |
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Who sold out of WisdomTree Dividend ex-Fin Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Tower Research Capital | Sep 2025 | 2.9k | $335k |
| Avant Capital | Dec 2025 | 2.0k | $233k |
| Mengis Capital Management | Dec 2025 | 1.8k | $206k |
| Axxcess Wealth Management | Dec 2025 | 1.8k | $203k |
| Jpmorgan Chase & Co | Sep 2025 | 620.00 | $71k |
| POM Investment Strategies | Dec 2025 | 340.00 | $39k |
| JNBA Financial Advisors | Dec 2025 | 295.00 | $34k |
| Northwestern Mutual Wealth Management Company | Dec 2025 | 87.00 | $10k |