Who owns WisdomTree Dividend ex-Fin Fund?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

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