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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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 |
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Jaffetilchin Investment Partners | 86k | $7.6M | 1% | Sep 2023 |
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Noble Family Wealth | 85k | $8.1M | 0% | Dec 2023 |
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Morgan Stanley | 80k | $7.1M | -1% | Sep 2023 |
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Salomon & Ludwin | 64k | $5.7M | 0% | Dec 2023 |
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Commonwealth Equity Services | 46k | $4.4M | -12% | Dec 2023 |
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BKM Wealth Management | 44k | $4.2M | 100% | Dec 2023 |
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LPL Financial | 33k | $3.0M | 9% | Sep 2023 |
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Royal Bank of Canada | 31k | $3.0M | -5% | Dec 2023 |
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Susquehanna International | 29k | $2.6M | 455% | Sep 2023 |
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Envestnet Asset Management | 28k | $2.5M | -8% | Sep 2023 |
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Congress Wealth Management LLC / DE / | 27k | $2.6M | -3% | Dec 2023 |
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 24k | $2.3M | -15% | Dec 2023 |
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Mercer Global Advisors | 24k | $2.3M | -8% | Dec 2023 |
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WealthBridge Capital Management | 21k | $2.0M | -1% | Dec 2023 |
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David J.Sculati | 20k | $2.0M | -1% | Dec 2023 |
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RMB Capital Management | 19k | $1.8M | -2% | Dec 2023 |
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Well Done | 18k | $1.8M | 0% | Dec 2023 |
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Ohe Financial | 18k | $1.6M | -10% | Sep 2023 |
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Westside Investment Management | 18k | $1.7M | -2% | Dec 2023 |
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Prospera Financial Services | 16k | $1.6M | 0% | Dec 2023 |
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Traverso Chambers Private Wealth Management | 16k | $1.6M | -1% | Dec 2023 |
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Apollon Wealth Management | 16k | $1.5M | 1% | Dec 2023 |
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Advisor Group Holdings | 15k | $1.4M | -19% | Dec 2023 |
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Captrust Financial Advisors | 14k | $1.3M | 0% | Dec 2023 |
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Wells Fargo & Company | 12k | $1.1M | 8% | Dec 2023 |
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Janney Montgomery Scott | 11k | $1.1M | -2% | Dec 2023 |
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Biondo Investment Advisors | 11k | $1.1M | 12% | Dec 2023 |
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First Hawaiian Bank | 10k | $1.0M | 0% | Dec 2023 |
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HPM Partners | 9.6k | $925k | -2% | Dec 2023 |
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Raymond James Financial Services Advisors | 9.5k | $913k | -7% | Dec 2023 |
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Institute For Wealth Management | 8.9k | $849k | -4% | Dec 2023 |
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Aspen Grove Capital | 8.2k | $791k | 0% | Dec 2023 |
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Raymond James & Associates | 8.2k | $787k | -4% | Dec 2023 |
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Focus Financial Network | 8.1k | $773k | 100% | Dec 2023 |
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Robinson Smith Wealth Advisors | 8.0k | $764k | 100% | Dec 2023 |
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Amarillo National Bank | 7.0k | $674k | 0% | Dec 2023 |
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Kelman-Lazarov | 7.0k | $674k | 0% | Dec 2023 |
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Citadel Advisors | 6.8k | $656k | -72% | Dec 2023 |
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Cambridge Investment Research Advisors | 6.5k | $620k | -13% | Dec 2023 |
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Strategic Financial | 6.2k | $594k | -1% | Dec 2023 |
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RWM Asset Management | 6.1k | $583k | 0% | Dec 2023 |
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Financial Network Investment Corporation | 6.1k | $540k | -5% | Sep 2023 |
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Nadler Financial | 5.7k | $550k | 0% | Dec 2023 |
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Goss Wealth Management | 5.7k | $509k | -14% | Sep 2023 |
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A. Montag and Associates | 5.6k | $536k | 0% | Dec 2023 |
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Webster Bank, N. A. | 5.3k | $508k | 0% | Dec 2023 |
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GW & Wade | 5.3k | $505k | 0% | Dec 2023 |
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Lgl Partners | 4.9k | $471k | 0% | Dec 2023 |
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Pps&v Asset Management Consultants | 4.9k | $470k | 0% | Dec 2023 |
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McKinley Carter Wealth Services | 4.9k | $466k | -2% | Dec 2023 |
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Apella Capital | 4.6k | $438k | 100% | Dec 2023 |
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Altrius Capital Management | 4.6k | $437k | -4% | Dec 2023 |
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Mariner Wealth Advisors | 4.3k | $408k | -3% | Dec 2023 |
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Spire Wealth Management | 4.2k | $394k | 0% | Dec 2023 |
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Resources Investment Advisors | 4.0k | $356k | 0% | Sep 2023 |
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Kestra Advisory Services | 3.9k | $372k | -13% | Dec 2023 |
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Tower Research Capital | 3.9k | $344k | -14% | Sep 2023 |
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Agf Management | 3.8k | $364k | -12% | Dec 2023 |
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Graves-Light Private Wealth Management | 3.8k | $362k | 0% | Dec 2023 |
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Flaharty Asset Management | 3.6k | $344k | 0% | Dec 2023 |
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Tradition Wealth Management | 3.5k | $337k | 0% | Dec 2023 |
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Rs Crum | 3.4k | $328k | -23% | Dec 2023 |
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Perfromance Wealth Partners | 3.4k | $326k | 0% | Dec 2023 |
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Sequoia Financial Advisors | 3.1k | $297k | 0% | Dec 2023 |
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Creative Planning | 3.0k | $292k | 0% | Dec 2023 |
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Bouchey Financial | 2.8k | $272k | 0% | Dec 2023 |
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Fingerlakes Wealth Management | 2.8k | $267k | 1% | Dec 2023 |
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Trust Co Of Vermont | 2.7k | $261k | 0% | Dec 2023 |
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Cetera Investment Advisers | 2.7k | $236k | 100% | Sep 2023 |
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Element Wealth | 2.5k | $244k | -11% | Dec 2023 |
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Wiley Bros.-aintree Capital | 2.4k | $227k | 0% | Dec 2023 |
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Stifel Financial | 2.4k | $227k | 100% | Dec 2023 |
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CWM | 2.3k | $220k | -3% | Dec 2023 |
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Key FInancial | 2.3k | $216k | 0% | Dec 2023 |
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Augustine Asset Management | 2.2k | $211k | 100% | Dec 2023 |
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William Blair $ Company | 2.2k | $211k | -25% | Dec 2023 |
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SCBT Financial Corporation | 2.1k | $204k | -16% | Dec 2023 |
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UBS Group | 1.7k | $164k | 99% | Dec 2023 |
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Bellevue Asset Management | 1.4k | $131k | 0% | Dec 2023 |
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Lowe fs | 1.2k | $114k | 0% | Dec 2023 |
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Harbour Investments | 1.2k | $112k | 0% | Dec 2023 |
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Glass Jacobson Investment Advisors | 1.0k | $96k | 0% | Dec 2023 |
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Fifth Third Bancorp | 900.00 | $86k | 0% | Dec 2023 |
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Bank Of Montreal | 874.00 | $84k | 51% | Dec 2023 |
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Guardian Wealth Management | 804.00 | $77k | -32% | Dec 2023 |
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Franklin Resources | 740.00 | $71k | 0% | Dec 2023 |
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Hanson McClain Advisors | 664.00 | $64k | -17% | Dec 2023 |
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FMR | 601.00 | $54k | 0% | Sep 2023 |
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Bank of America Corporation | 560.00 | $54k | -46% | Dec 2023 |
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Signature | 494.00 | $47k | 0% | Dec 2023 |
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Asset Dedication | 387.00 | $37k | 0% | Dec 2023 |
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Albion Financial Group | 380.00 | $36k | 0% | Dec 2023 |
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North Star Investment Management | 376.00 | $36k | 0% | Dec 2023 |
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ICA Group Wealth Management | 325.00 | $31k | 100% | Dec 2023 |
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Benjamin F. Edwards & Company | 312.00 | $30k | -59% | Dec 2023 |
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Halpern Financial | 300.00 | $29k | 0% | Dec 2023 |
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JNBA Financial Advisors | 295.00 | $28k | 0% | Dec 2023 |
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Steward Partners Investment Advisory | 231.00 | $22k | 0% | Dec 2023 |
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AdvisorNet Financial | 205.00 | $20k | 0% | Dec 2023 |
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Qube Research & Technologies | 203.00 | $18k | 100% | Sep 2023 |
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Atticus Wealth Management | 200.00 | $19k | 0% | Dec 2023 |
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Vima | 195.00 | $19k | 100% | Dec 2023 |
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Capital Investment Advisory Services | 180.00 | $17k | 0% | Dec 2023 |
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Pnc Financial Services | 172.00 | $17k | 0% | Dec 2023 |
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Founders Financial Alliance | 152.00 | $15k | 0% | Dec 2023 |
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Dagco | 133.00 | $13k | 100% | Dec 2023 |
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Pin Oak Investment Advisors | 74.00 | $7.0k | 0% | Dec 2023 |
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Citigroup | 63.00 | $6.0k | 0% | Dec 2023 |
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Emerald Investment Partners | 58.00 | $5.6k | 0% | Dec 2023 |
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Baystate Wealth Management | 52.00 | $5.1k | 0% | Dec 2023 |
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MTM Investment Management | 50.00 | $4.8k | 0% | Dec 2023 |
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Gradient Investments | 22.00 | $2.1k | 0% | Dec 2023 |
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Jpmorgan Chase & Co | 13.00 | $1.2k | -75% | Dec 2023 |
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Who sold out of WisdomTree Dividend ex-Fin Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Cresset Asset Management | Jun 2023 | 5.7k | $533k |
Koshinski Asset Management | Sep 2023 | 2.5k | $222k |
Branch Banking & Trust Company | Sep 2023 | 2.5k | $220k |
Stonebridge Capital Advisors | Sep 2023 | 301.00 | $27k |
Wolff Wiese Magana | Sep 2023 | 65.00 | $5.8k |