WisdomTree Dividend ex-Fin Fund shares owned by A. Montag and Associates
Quarter-by-quarter ownership of WisdomTree Dividend ex-Fin Fund (AIVL) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in WisdomTree Dividend ex-Fin Fund
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Quarterly reported holdings in WisdomTree Dividend ex-Fin Fund by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2013-03-31 | $869k | 14k | 62.00 |
| 2012-12-31 | $815k | 15k | 55.59 |
| 2012-09-30 | $1.0M | 18k | 56.35 |
| 2012-06-30 | $996k | 19k | 53.84 |
| 2012-03-31 | $1.0M | 19k | 54.81 |
| 2011-12-31 | $962k | 19k | 52.00 |
| 2011-09-30 | $854k | 18k | 46.92 |
| 2011-06-30 | $872k | 17k | 51.45 |
| 2011-03-31 | $699k | 14k | 50.11 |
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