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 |
|---|---|---|---|---|---|
| Morgan Stanley | 103k | $16M | 29% | Mar 2024 |
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| Jaffetilchin Investment Partners | 87k | $8.8M | 1% | Mar 2024 |
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| Noble Family Wealth | 84k | $8.6M | 0% | Mar 2024 |
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| Salomon & Ludwin | 56k | $5.7M | -12% | Mar 2024 |
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| Commonwealth Equity Services | 43k | $4.4M | -7% | Mar 2024 |
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| LPL Financial | 31k | $3.2M | -6% | Mar 2024 |
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| Royal Bank of Canada | 31k | $3.1M | -2% | Mar 2024 |
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| Congress Wealth Management LLC / DE / | 27k | $2.7M | 0% | Mar 2024 |
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| Envestnet Asset Management | 25k | $2.6M | -10% | Mar 2024 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 24k | $2.4M | 0% | Mar 2024 |
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| WealthBridge Capital Management | 22k | $2.2M | 4% | Mar 2024 |
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| Mercer Global Advisors | 21k | $2.1M | -11% | Mar 2024 |
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| Susquehanna International | 21k | $2.1M | -29% | Mar 2024 |
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| David J.Sculati | 20k | $2.1M | -1% | Mar 2024 |
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| RMB Capital Management | 19k | $1.8M | -2% | Dec 2023 |
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| MAI Wealth Advisors | 18k | $1.8M | 100% | Mar 2024 |
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| Westside Investment Management | 17k | $1.8M | -3% | Mar 2024 |
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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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| Well Done | 16k | $1.6M | -14% | Mar 2024 |
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| Apollon Wealth Management | 16k | $1.6M | 0% | Mar 2024 |
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| Advisor Group Holdings | 14k | $1.4M | -4% | Mar 2024 |
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| Captrust Financial Advisors | 14k | $1.4M | -1% | Mar 2024 |
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| Wells Fargo & Company | 12k | $1.2M | 3% | Mar 2024 |
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| Raymond James Financial Services Advisors | 12k | $1.2M | 27% | Mar 2024 |
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| Biondo Investment Advisors | 12k | $1.2M | 9% | Mar 2024 |
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| Janney Montgomery Scott | 11k | $1.1M | 0% | Mar 2024 |
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| First Hawaiian Bank | 10k | $1.1M | 0% | Mar 2024 |
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| HPM Partners | 9.1k | $925k | -6% | Mar 2024 |
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| Institute For Wealth Management | 8.7k | $887k | -2% | Mar 2024 |
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| Raymond James & Associates | 8.5k | $867k | 4% | Mar 2024 |
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| Aspen Grove Capital | 8.2k | $840k | 0% | Mar 2024 |
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| Focus Financial Network | 8.1k | $773k | 100% | Dec 2023 |
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| Robinson Smith Wealth Advisors | 7.9k | $806k | -1% | Mar 2024 |
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| Amarillo National Bank | 7.0k | $716k | 0% | Mar 2024 |
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| Kelman-Lazarov | 7.0k | $716k | 0% | Mar 2024 |
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| Tower Research Capital | 6.6k | $675k | 72% | Mar 2024 |
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| Ohe Financial | 6.5k | $665k | -64% | Mar 2024 |
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| Colony | 6.2k | $635k | 100% | Mar 2024 |
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| Strategic Financial | 6.2k | $594k | -1% | Dec 2023 |
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| RWM Asset Management | 6.1k | $623k | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 5.9k | $600k | -9% | Mar 2024 |
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| Nadler Financial | 5.7k | $583k | 0% | Mar 2024 |
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| Warren Averett Asset Management | 5.6k | $573k | 100% | Mar 2024 |
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| A. Montag and Associates | 5.6k | $568k | 0% | Mar 2024 |
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| Goss Wealth Management | 5.5k | $562k | -4% | Mar 2024 |
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| GW & Wade | 5.3k | $505k | 0% | Dec 2023 |
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| Lgl Partners | 4.9k | $501k | 0% | Mar 2024 |
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| Apella Capital | 4.6k | $464k | 0% | Mar 2024 |
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| Webster Bank, N. A. | 4.5k | $454k | -16% | Mar 2024 |
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| McKinley Carter Wealth Services | 4.4k | $448k | -9% | Mar 2024 |
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| Altrius Capital Management | 4.3k | $439k | -5% | Mar 2024 |
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| Mariner Wealth Advisors | 4.3k | $433k | 0% | Mar 2024 |
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| Spire Wealth Management | 4.2k | $425k | 0% | Mar 2024 |
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| Pps&v Asset Management Consultants | 4.1k | $416k | -17% | Mar 2024 |
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| Jpmorgan Chase & Co | 4.0k | $408k | 30769% | Mar 2024 |
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| Resources Investment Advisors | 4.0k | $407k | 0% | Mar 2024 |
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| Kestra Advisory Services | 3.9k | $372k | -13% | Dec 2023 |
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| Graves-Light Private Wealth Management | 3.8k | $384k | 0% | Mar 2024 |
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| Agf Management | 3.8k | $382k | -1% | Mar 2024 |
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| Flaharty Asset Management | 3.6k | $344k | 0% | Dec 2023 |
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| Tradition Wealth Management | 3.5k | $358k | 0% | Mar 2024 |
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| Rs Crum | 3.4k | $348k | 0% | Mar 2024 |
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| Perfromance Wealth Partners | 3.4k | $346k | 0% | Mar 2024 |
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| Sequoia Financial Advisors | 3.1k | $316k | 0% | Mar 2024 |
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| Stifel Financial | 3.0k | $305k | 27% | Mar 2024 |
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| Bouchey Financial | 2.8k | $289k | 0% | Mar 2024 |
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| Fingerlakes Wealth Management | 2.8k | $285k | 1% | Mar 2024 |
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| Idaho Trust Bank | 2.8k | $285k | 100% | Mar 2024 |
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| Trust Co Of Vermont | 2.7k | $277k | 0% | Mar 2024 |
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| Creative Planning | 2.5k | $254k | -18% | Mar 2024 |
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| Wiley Bros.-aintree Capital | 2.4k | $241k | 0% | Mar 2024 |
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| Wolverine Trading | 2.3k | $239k | 100% | Mar 2024 |
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| Element Wealth | 2.3k | $237k | -8% | Mar 2024 |
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| Key FInancial | 2.3k | $230k | 0% | Mar 2024 |
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| Atlantic Trust | 2.2k | $224k | 100% | Mar 2024 |
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| CWM | 2.2k | $225k | -4% | Mar 2024 |
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| William Blair $ Company | 2.2k | $224k | 0% | Mar 2024 |
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| SCBT Financial Corporation | 2.1k | $216k | 0% | Mar 2024 |
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| Sax Wealth Advisors | 2.1k | $209k | 100% | Mar 2024 |
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| Augustine Asset Management | 2.0k | $207k | -7% | Mar 2024 |
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| Cladis Investment Advisory | 2.0k | $204k | 100% | Mar 2024 |
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| Wesbanco Trust And Investments | 2.0k | $200k | 100% | Mar 2024 |
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| Bellevue Asset Management | 1.4k | $139k | 0% | Mar 2024 |
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| Harbour Investments | 1.2k | $112k | 0% | Dec 2023 |
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| Lowe fs | 1.1k | $110k | -8% | Mar 2024 |
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| UBS Group | 972.00 | $99k | -43% | Mar 2024 |
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| Fifth Third Bancorp | 900.00 | $92k | 0% | Mar 2024 |
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| Bank Of Montreal | 830.00 | $85k | -5% | Mar 2024 |
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| Independence Bank of Kentucky | 775.00 | $79k | 100% | Mar 2024 |
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| Guardian Wealth Management | 756.00 | $77k | -6% | Mar 2024 |
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| Franklin Resources | 740.00 | $75k | 0% | Mar 2024 |
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| Hanson McClain Advisors | 664.00 | $68k | 0% | Mar 2024 |
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| FMR | 601.00 | $61k | 0% | Mar 2024 |
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| Bank of America Corporation | 560.00 | $57k | 0% | Mar 2024 |
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| Signature | 494.00 | $50k | 0% | Mar 2024 |
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| Albion Financial Group | 380.00 | $39k | 0% | Mar 2024 |
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| North Star Investment Management | 376.00 | $38k | 0% | Mar 2024 |
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| POM Investment Strategies | 340.00 | $35k | 0% | Mar 2024 |
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| ICA Group Wealth Management | 325.00 | $33k | 0% | Mar 2024 |
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| Benjamin F. Edwards & Company | 313.00 | $32k | 0% | Mar 2024 |
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| Halpern Financial | 300.00 | $30k | 0% | Mar 2024 |
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| JNBA Financial Advisors | 295.00 | $30k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 231.00 | $24k | 0% | Mar 2024 |
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| Qube Research & Technologies | 203.00 | $21k | 0% | Mar 2024 |
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| Atticus Wealth Management | 200.00 | $20k | 0% | Mar 2024 |
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| Clear Point Advisors | 200.00 | $20k | 0% | Mar 2024 |
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| Vima | 195.00 | $19k | 100% | Dec 2023 |
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| Capital Investment Advisory Services | 180.00 | $18k | 0% | Mar 2024 |
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| Pnc Financial Services | 172.00 | $18k | 0% | Mar 2024 |
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| Founders Financial Alliance | 152.00 | $16k | 0% | Mar 2024 |
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| Dynamic Wealth Strategies | 133.00 | $14k | 100% | Mar 2024 |
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| Pin Oak Investment Advisors | 74.00 | $7.0k | 0% | Dec 2023 |
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| Citigroup | 63.00 | $6.4k | 0% | Mar 2024 |
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| Emerald Investment Partners | 58.00 | $5.9k | 0% | Mar 2024 |
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| Baystate Wealth Management | 52.00 | $5.1k | 0% | Dec 2023 |
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| MTM Investment Management | 50.00 | $5.1k | 0% | Mar 2024 |
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| Asset Dedication | 38.00 | $4.0k | -90% | Mar 2024 |
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| Gradient Investments | 20.00 | $2.0k | -9% | Mar 2024 |
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Who sold out of WisdomTree Dividend ex-Fin Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| BKM Wealth Management | Dec 2023 | 44k | $4.2M |
| Citadel Advisors | Dec 2023 | 6.8k | $656k |
| Arrowroot Family Office | Sep 2023 | 2.6k | $235k |
| Glass Jacobson Investment Advisors | Dec 2023 | 1.0k | $96k |
| Stonebridge Capital Advisors | Sep 2023 | 301.00 | $27k |
| AdvisorNet Financial | Dec 2023 | 205.00 | $20k |
| Dagco | Dec 2023 | 133.00 | $13k |