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WisdomTree Dividend ex-Fin Fund shares owned by Robinson Smith Wealth Advisors

Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by Robinson Smith Wealth Advisors from 13F filings

Historical chart of Robinson Smith Wealth Advisors investment in WisdomTree Dividend ex-Fin Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Dividend ex-Fin Fund held by Robinson Smith Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by Robinson Smith Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $806k 7.9k 101.78
2023-12-31 $764k 8.0k 95.90

More positions owned by Robinson Smith Wealth Advisors

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Us Vlu (IUSV)
Johnson & Johnson (JNJ)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Robinson Smith Wealth Advisors

Top funds holding WisdomTree Dividend ex-Fin Fund

Morgan Stanley
Jaffetilchin Investment Partners
Noble Family Wealth
Salomon & Ludwin
Commonwealth Equity Services
LPL Financial
Royal Bank of Canada
Congress Wealth Management LLC / DE /
Envestnet Asset Management
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
WealthBridge Capital Management
Mercer Global Advisors
Susquehanna International
David J.Sculati
RMB Capital Management

View all funds holding WisdomTree Dividend ex-Fin Fund