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WisdomTree Dividend ex-Fin Fund shares owned by ARGI Investment Services

Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by ARGI Investment Services from 13F filings

Historical chart of ARGI Investment Services 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 ARGI Investment Services 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 ARGI Investment Services

Quarter filed Position value Share count Share price at filing
2022-12-31 $1.2M 13k 91.82
2022-09-30 $1.0M 13k 81.60
2022-06-30 $1.1M 13k 88.76
2022-03-31 $1.3M 13k 99.03
2021-12-31 $1.3M 13k 101.10
2021-09-30 $1.2M 13k 93.97
2021-06-30 $1.3M 13k 97.26
2021-03-31 $1.2M 13k 94.33
2020-12-31 $1.3M 15k 83.70
2020-09-30 $1.1M 15k 75.41
2020-06-30 $1.1M 15k 73.73
2020-03-31 $1.0M 16k 64.57
2019-12-31 $1.5M 17k 91.52
2019-09-30 $1.5M 17k 87.42
2019-06-30 $1.4M 16k 85.78
2019-03-31 $1.4M 17k 85.51
2018-12-31 $1.3M 17k 76.97
2018-09-30 $1.5M 17k 90.40
2018-06-30 $1.4M 17k 86.92
2018-03-31 $1.4M 17k 84.55
2017-12-31 $1.5M 17k 88.39
2017-09-30 $1.5M 17k 84.35
2017-06-30 $1.4M 17k 82.33
2017-03-31 $1.5M 18k 82.56
2016-12-31 $1.4M 18k 80.32
2016-09-30 $1.3M 17k 78.55
2016-06-30 $1.3M 17k 75.82
2016-03-31 $1.3M 17k 75.46
2015-12-31 $1.5M 21k 70.30
2015-09-30 $1.4M 21k 67.21
2015-06-30 $1.5M 21k 73.54
2015-03-31 $1.5M 20k 75.89
2014-09-30 $1.7M 23k 73.42
2014-06-30 $1.7M 23k 73.87
2014-03-31 $1.7M 24k 70.27
2013-12-31 $1.6M 23k 68.79
2013-09-30 $1.6M 25k 63.62
2013-06-30 $1.9M 30k 62.27

More positions owned by ARGI Investment Services

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Msci Emerg Mkt (EMGF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Amplify Etf Tr Blackswan Grwt (SWAN)
Ishares Tr Msci Usa Value (VLUE)

View all positions for ARGI Investment Services

Top funds holding WisdomTree Dividend ex-Fin Fund

Noble Family Wealth
Salomon & Ludwin
Commonwealth Equity Services
Royal Bank of Canada
Congress Wealth Management LLC / DE /
Holt Capital Advisors, L.L.C. dba Holt Capital Partners
Mercer Global Advisors
WealthBridge Capital Management
David J.Sculati
RMB Capital Management
Westside Investment Management
Prospera Financial Services
Traverso Chambers Private Wealth Management
Well Done
Apollon Wealth Management

View all funds holding WisdomTree Dividend ex-Fin Fund